Finance & Operations Associate - Entrepreneurial Investment & Family Office

Company Description Y Recreation is a Mountain West real asset platform focused on acquiring, stewarding, and selectively developing strategically positioned land and experiential properties. Backed by Tenkara Legacy Group, our family office, we invest with a long-term ownership mindset, seeking opportunities where scarcity, stewardship, and multiple future value paths create enduring value over decades.

As part of Tenkara Legacy Group, team members have the opportunity to work alongside experienced professionals across real estate, private investments, family office operations, and strategic initiatives. This creates a unique environment where employees can build broad business experience while helping shape a growing institutional-quality investment platform.

Finance & Operations Associate -

Entrepreneurial Investment & Family Office

Location: Glenview, Illinois

Experience: 1–3 Years

Reports To: CFO and Family Office Treasurer

Build a Career, Not Just a Resume

We're looking for an early-career accounting or finance professional to become an important member of our small and growing team.

This role offers an uncommon opportunity to develop a broad business foundation while contributing to the day-to-day financial and operational success of an entrepreneurial investment and family office platform.

Our organization oversees a diverse collection of operating businesses, real estate, private investments, trusts, and charitable entities. Working directly alongside our CFO, Treasurer, and leadership team, you'll contribute to meaningful work while gaining exposure to increasingly sophisticated financial, operational, and strategic initiatives.

This is a hands-on finance and operations role where you'll build your career by mastering the fundamentals, earning trust, and steadily taking on greater responsibility.

The work you'll do matters.

Whether you're preparing reconciliations, processing invoices, organizing financial records, supporting reporting, coordinating with outside advisors, or improving internal processes, your work helps create the foundation that allows the organization to operate efficiently and make informed decisions.

We're intentionally looking for someone with humility, intellectual curiosity, strong attention to detail, sound judgment, and a genuine desire to learn. We can teach systems, processes, and family office operations. What we cannot teach is character, ownership, integrity, professionalism, and the willingness to step in wherever you can add value.

About the Opportunity

Because we're a small, collaborative team, no two days are exactly alike.

You’ll play an active role in supporting the financial and operational foundation of the organization through accounting, reporting, organization, and operational support. As your capabilities develop, your responsibilities will naturally expand.

Responsibility isn't assigned based on tenure—it grows as you demonstrate sound judgment, reliability, initiative, and the ability to earn trust.

This role is ideal for someone who wants broad business exposure and enjoys contributing across multiple areas rather than working within a narrowly defined job description.

What You’ll Be Exposed To

As you grow in the role, you’ll gain experience supporting work involving:

• Multi-entity accounting and financial reporting
• Investment operations and portfolio administration
• Real estate ownership and development
• Trust and estate administration
• Treasury and cash management
• Tax planning and coordination with outside advisors
• Operating businesses across multiple industries
• Process improvement and AI-enabled workflows
• Executive decision-making and strategic initiatives

What You’ll Do

Your responsibilities will evolve over time, but initially will include:

Financial Operations

• Maintain accounting records across multiple entities.
• Prepare reconciliations and assist with monthly, quarterly, and annual close processes.
• Process journal entries and support financial reporting.
• Assist with budgeting, forecasting, and cash flow reporting.
• Support tax work papers and financial schedules for outside advisors.

Accounts Payable & Cash Management

• Process invoices, ACH payments, wires, and checks.
• Code…