Finance Operations Associate

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We are working with a Dallas-based single-family office focused on long-term value creation, purposeful investing, and multigenerational wealth stewardship. They manage a sophisticated structure of trusts, foundations, investment vehicles, and operating entities.

They are seeking a Finance & Operations Associate with family office or UHNW experience to support day-to-day financial operations in a complex, multi-entity environment. This is a high-visibility, hands-on role within a respected Dallas single-family office offering broad exposure across investments and operations.

In this role your key responsibilities would include:

• Liquidity management, cash flow forecasting & financial modeling

• Capital call/distribution tracking & debt compliance

• Full-cycle bill pay, vendor coordination & banking support

• Investment documentation & reporting coordination

• Maintain organized legal, tax & financial records

• Drive process improvements and operational excellence

The successful candidate will have 5+ years in a single- or multi-family office, PE, or wealth platform, have a bachelor’s degree in accounting or finance and possess strong analytical skills. They will also need advanced Excel; Bill.com and Archway experience is strongly preferred.

They offer a competitive base salary and robust benefits package!

We are an equal opportunity employer who values diversity. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment

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