Head of Revenue Technology & Architecture (Portland)

Mercury is building a complete financial stack for ambitious businesses. Since we launched in 2019, our customer base has grown to over 200,000 startups and small businesses from all around the world. Within the Revenue Strategy & Operations group, the Platforms & Infrastructure team owns the systems, workflows, and processes that power Mercury's revenue organization across Sales, Partnerships, and Account Management. Our revenue org has grown past 100 sellers and is on a path to more than double. At that scale, our systems are how we change behavior and drive efficiency, and AI is fundamentally rewriting how these systems get built. We're looking for a leader to take advantage of that shift. Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Role Overview Own the strategy and execution for the systems, workflows, and processes that power Mercury's revenue organization, serving three teams with distinct needs: Sales, Partnerships, and Account Management. Take business problems, design solutions, and ship them fast. We iterate in weeks, not quarters, and we'd rather put something imperfect in front of users and improve it than wait for the perfect build. Rebuild our revenue stack AI-first, both in what we ship (automation, scoring, agent-driven workflows) and in how we build it (using AI to do the development itself). Be a hands-on builder. You'll bring a strong point of view, get into the work, and actively shape and design solutions alongside your team. Translate fluently between business and technical. You'll deeply understand what the revenue org is trying to accomplish, then flip gears and architect how to get there. Lead and grow a tenured team of admins, engineers, and architects, guiding them to a high-speed, iterative operating model. Deliver value on top of imperfect foundations, while improving those foundations over time. Develop and leverage strong stakeholder and partner relationships to build consensus and drive impact. Qualifications 15 years working in and around revenue systems, GTM systems, or revenue architecture in a B2B environment, ideally at a revenue org of 250 sellers. 5 years managing teams. Experience at a product-led company with a sales or revenue motion layered on top. A track record of taking a business problem end to end: ingest it, design the solution, implement it, and do it quickly. Hands-on experience deploying AI into GTM systems. If you've rebuilt an AI-powered GTM stack, that's our gold standard. Salesforce fluency is useful, but your career doesn’t need to be defined by it. We're looking for people who took the non-standard route: product managers, systems builders, operators who taught themselves the technical side. Proven change leadership: you've brought experienced teams through significant shifts in how they work. Strong conviction and communication skills, with the ability to influence senior leaders while staying close to the work. Compensation & Benefits The total rewards package at Mercury includes base salary, equity (stock options), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. Salary Ranges US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $242,600 - 303,300 US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $218,300 - 273,000 Equal Employment Opportunity Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role. LI-TG1 J-18808-Ljbffr

Director AI Ready Endpoint Infrastructure Security (Northern)

Overview About Us: Working across the globe, V2X builds smart solutions designed to integrate physical and digital infrastructure from base to battlefield. We bring 120 years of successful mission support to improve security, streamline logistics, and enhance readiness. Aligned around a shared purpose, our $4.5B company and 16,000 people work alongside our clients, here and abroad, to tackle their most complex challenges with integrity, respect, responsibility, and professionalism. Responsibilities What You'll Do: The Director of AI-Ready Endpoint Infrastructure & Security is a senior technical leadership role responsible for the strategy, architecture, and operations of the enterprise endpoint ecosystem — built for both human users and AI agents as first-class workloads. Reporting to the VP of Intelligent Automation and IT Operations, this leader will build and operate a modern, automated, and security-hardened endpoint environment as a foundational pillar of the organization’s greenfield IT operational model. This role encompasses unified endpoint management (UEM), endpoint detection and response (EDR), device lifecycle automation, compliance enforcement, and the emerging mandate to provision endpoints as AI compute platforms capable of hosting on-device AI agents and local model inference. The Director will ensure all endpoints are continuously compliant, observable, and resilient — eliminating manual toil through automation, enabling the broader Zero Trust architecture strategy, and preparing the device fleet to serve the AI-First IT model where endpoints host both human users and intelligent agents as collaborators and stakeholders. Key Responsibilities: Unified Endpoint Management (UEM) Architect and operate a unified endpoint management platform (Microsoft Intune, Jamf, or equivalent) spanning Windows, macOS, iOS, Android, and Linux device types. Define and enforce device configuration baselines, compliance policies, and conditional access rules aligned to CIS Benchmarks and organizational security standards. Lead the design and automation of the full device lifecycle — from zero-touch provisioning and onboarding through offboarding and secure decommission. Implement enrollment programs to enable touchless device deployment for remote and distributed workforces. Agent-Ready Device Architecture Define and implement the architecture for AI-ready endpoints: provision devices as platforms capable of hosting on-device AI agents, local LLM inference, and edge AI processing workloads. Establish device hardware standards and lifecycle criteria that account for AI compute requirements, including NPU availability, memory, and storage for on-device model execution. Collaborate with the AI Platform & Fabric Engineer to define the endpoint requirements for running AI agents as first-class workloads — including agent identity, sandboxing, resource limits, and behavioral monitoring on the device. Build management and observability capabilities for AI agents running on endpoints: monitor agent resource consumption, enforce policy, and detect anomalous agent behavior. Ensure that agent-ready endpoint provisioning is integrated into the zero-touch device lifecycle — agents are deployed, updated, and decommissioned through the same automated pipeline as device operating systems and applications. Endpoint Detection & Response (EDR) and Security Own the enterprise EDR platform ensuring full coverage, policy enforcement, and continuous monitoring across all managed endpoints. Collaborate with the CISO and security operations center (SOC) to ensure endpoint telemetry is integrated into SIEM and XDR platforms for correlated threat detection. Drive endpoint hardening initiatives including application control, script block logging, attack surface reduction (ASR) rules, and privileged access workstation (PAW) configurations. Extend EDR monitoring to detect and respond to anomalous AI agent behavior on endpoints — including unauthorized model access, unexpected data exfiltration, and agent privilege escalation. Lead response efforts for endpoint-originated security incidents, coordinating containment, investigation, and remediation activities. Patch Management & Vulnerability Remediation Design and operate an automated patch management program covering OS updates, third‑party applications, firmware, BIOS/UEFI, and AI runtime environments across all endpoint types. Define SLA‑driven patch cadences aligned to vulnerability severity classifications and compliance requirements. Integrate patch operations with vulnerability management platforms to create a closed‑loop remediation workflow. Produce executive‑level reporting on patch compliance posture, vulnerability age, and remediation velocity. Endpoint Automation & Configuration as Code Champion automation‑first endpoint operations using Ansible, PowerShell DSC, and/or Terraform to manage configuration drift, enforce baselines, and deploy software at scale. Build and maintain a software distribution and packaging pipeline for controlled, tested, and auditable application delivery — including AI runtime components and agent packages. Develop automated runbooks for common endpoint operational tasks including re‑imaging, software remediation, compliance remediation, and AI agent lifecycle management. Integrate endpoint management platforms via APIs with ITSM platforms to enable self‑service and automated ticket‑driven workflows. Zero Trust Endpoint Posture & Compliance Ensure all managed endpoints — including those hosting AI agents — serve as verified, posture‑checked entities within the broader Zero Trust architecture. Implement and maintain device compliance signals fed into conditional access policies across Microsoft Entra ID, Okta, or equivalent identity platforms. Define and enforce posture requirements for AI agent‑hosting devices: agent identity verification, runtime integrity checks, and behavioral anomaly thresholds as conditions of network and application access. Enforce CMMC Level 2 and NIST 800‑171 endpoint security controls, maintaining audit‑ready evidence of compliance across the device fleet. Participate in audits, risk assessments, and continuous monitoring programs to validate and demonstrate endpoint compliance posture. Executive Management & Governance Build, lead, and mentor a high‑performing endpoint engineering and operations team, fostering a culture of automation, continuous improvement, and security‑first thinking. Manage vendor relationships and contracts for endpoint tooling, licensing, and support agreements. Define and track KPIs for endpoint health, patch compliance, EDR coverage, AI agent fleet health, and operational efficiency. Translate endpoint risk and operational metrics into clear executive‑level narratives and strategic roadmaps. Qualifications Minimum Qualifications Education: Bachelor’s degree in Information Technology, Computer Science, Systems Engineering, or related field or an equivalent combination of education and experience from which comparable knowledge and job skills can be obtained. (One year related experience may be substituted for one year of education, if degree is required) Certifications: Ability to obtain and maintain CMMC Level 2 certification. Experience A minimum of twelve (12) years of experience in IT operations, systems administration, or endpoint engineering. A minimum of five (5) years of experience in a senior or lead technical leadership capacity. Demonstrated hands‑on experience architecting and operating enterprise UEM platforms (Microsoft Intune and/or Jamf required). Direct experience deploying and operating EDR platforms (CrowdStrike, Microsoft Defender for Endpoint, or SentinelOne) at enterprise scale. Strong background in automated patch management, vulnerability remediation workflows, and compliance reporting. Experience with endpoint automation tooling including Ansible, PowerShell DSC, and scripting (PowerShell, Python, or Bash). Other Requirements: Ability to travel to project and customer locations as needed. U.S. Citizenship required; ability to obtain and maintain a security clearance. Skills: Deep expertise in UEM platforms, EDR tooling, and enterprise endpoint security architecture. Understanding of AI‑ready device architecture requirements: on‑device AI inference, NPU management, edge compute provisioning. Proficiency in endpoint automation and configuration‑as‑code methodologies. Strong understanding of Zero Trust device posture requirements and conditional access frameworks. Ability to extend EDR and posture management to monitor and govern AI agents running on endpoint devices. Excellent communication skills with the ability to present technical risk and strategy to executive audiences. Demonstrated ability to lead cross‑functional teams and manage vendor relationships in complex environments Preferred Qualifications: Master’s degree Experience in the government contractor/services industry. Experience supporting FedRAMP or DoD IL environments. Familiarity with privileged access workstation (PAW) design and implementation. Experience managing AI agent deployments on endpoint d

Provost and Senior Vice Chancellor of Academic Affairs, University of Tennessee at Chattanooga (Chattanooga)

The Opportunity The University of Tennessee at Chattanooga seeks an innovative, collaborative, and visionary academic leader to serve as its next Provost and Senior Vice Chancellor for Academic Affairs. Reporting directly to the Chancellor, the Provost serves as the University of Tennessee at Chattanooga's chief academic officer and provides strategic leadership for the university's academic enterprise. The Provost advances the university's mission by fostering excellence in teaching, research, scholarship, and creative activity while ensuring academic quality, innovation, integrity, and student success. Job Description The Opportunity The University of Tennessee at Chattanooga seeks an innovative, collaborative, and visionary academic leader to serve as its next Provost and Senior Vice Chancellor for Academic Affairs. Reporting directly to the Chancellor, the Provost serves as the University of Tennessee at Chattanooga's chief academic officer and provides strategic leadership for the university's academic enterprise. The Provost advances the university's mission by fostering excellence in teaching, research, scholarship, and creative activity while ensuring academic quality, innovation, integrity, and student success. The Provost oversees all academic colleges, departments, and academic support units, working collaboratively with university and UT System leadership to implement the institution's strategic priorities , strengthen enrollment, expand academic opportunities, and prepare graduates to meet the workforce and societal needs of Tennessee and the region. More than 200 specialized educational programs are administered by the deans of the College of Arts & Sciences , College of Engineering & Computer Science , College of Health, Education and Professional Studies , College of Nursing , Gary W. Rollins College of Business , UTC Honors College , UTC Library , and the UTC Graduate School . Additional units reporting to the Provost include the Center for Global Education, the Center for Professional Education, the Office of Accreditation & Assessment, the Office of Planning, Evaluation, & Institutional Research, and the Office of the University Registrar. Responsibilities Strategic Leadership Lead the development, implementation, and assessment of the university's academic strategic priorities in alignment with the institutional mission and strategic enrollment plan Advise the Chancellor on academic policy, planning, and institutional priorities. Advance innovative academic programs and initiatives that respond to workforce, economic, and societal needs. Promote student access, success, retention, transfer pathways, and degree completion. Represent the university in campus, community, state, and regional partnerships that strengthen UTC's academic mission. Academic Excellence Provide executive leadership for all academic programs, including undergraduate, graduate, continuing education, and extended campus initiatives. Foster excellence in teaching, research, scholarship, and creative activity across all disciplines. Strengthen the university's research enterprise, advance interdisciplinary collaboration, and support faculty success in research and innovation in partnership with the Vice Chancellor for Research. Oversee academic program development, review, assessment, and continuous improvement. Ensure compliance with accreditation standards, including SACSCOC and program-specific accrediting bodies. Lead institutional effectiveness, assessment, and institutional research efforts that informs improved academic quality and accountability. Faculty Leadership Recruit, develop, evaluate, and retain outstanding faculty and academic leaders. Oversee faculty appointment, promotion, tenure, post-tenure review, and annual evaluation processes. Support faculty development through professional growth opportunities that strengthen teaching, research, and student learning. Foster a collaborative culture of innovation, accountability, and shared governance. Collaboration and Student Success Enhance the UTC student experience and improve academic outcomes in partnership with the Vice Chancellor for Enrollment Management and Student Affairs. Build strong relationships with faculty, staff, students, alumni, community partners, the UT System, and state agencies. Champion initiatives that promote academic innovation, student achievement, and organizational effectiveness across the university. Collaborate with the Vice Chancellor for Research, academic colleges, and external partners to expand research, innovation, and experiential learning opportunities. Resource Stewardship Provide strategic oversight of Academic Affairs budgets in partnership with the Vice Chancellor for Finance & Administration. Align academic resources with institutional priorities and enrollment demands. Support sustainable funding for new academic initiatives and strategic faculty hiring. Cultivate new revenue opportunities in partnerships with the Vice Chancellors for Research, Advancement, and Enrollment Management and Student Success. Qualifications Required Experience and Qualifications Academic Leadership Distinguished record of teaching, scholarship, research, and service appropriate for appointment as a full professor. Significant senior academic leadership experience in progressively responsible roles at the level of the Office of the Dean, the Office of the Provost or comparable executive academic administrator. Demonstrated success developing and leading undergraduate and graduate academic programs, including responsibility for personnel, budgets, and program assessment. Strategic and Fiscal Leadership Experience developing and implementing strategic academic initiatives aligned with institutional priorities. Strong understanding of emerging trends, opportunities, and challenges in higher education and within the State of Tennessee. Proven ability to manage complex budgets, allocate resources strategically, and support sustainable academic growth. Faculty Leadership and Shared Governance Demonstrated commitment to shared governance, academic freedom, and collaborative decision-making. Record of recruiting, developing, evaluating, and retaining outstanding faculty and academic leaders. Experience fostering faculty excellence through mentorship, professional development, and support for teaching, research, scholarship, and creative activity. Experience leading accreditation, academic assessment, and continuous improvement initiatives. Student Success and Innovation Demonstrated commitment to student success, enrollment growth, retention, and academic achievement. Experience advancing innovative academic programs, technology-enhanced learning, and lifelong learning initiatives. Understanding of institutional effectiveness and assessment practices that strengthen academic quality. External Engagement and Collaboration Experience building partnerships with community, industry, government, and higher education stakeholders. Success in fundraising, advancement, sponsored research, or other resource development initiatives. Proven ability to build trust and collaborate effectively with faculty, staff, students, administrators, trustees, and external partners. Leadership Attributes Exceptional communication, interpersonal, and relationship-building skills. High standards of integrity, sound judgment, and ethical leadership. Demonstrated ability to lead with transparency, inspire and mentor others, build consensus, and foster an inclusive, collaborative culture grounded in shared governance and accountability. NOMINATIONS AND APPLICATIONS J-18808-Ljbffr

Chief Financial Officer (Brawley)

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Management Brawley, CA, US 3 days ago Requisition ID: 1828 Salary Range: $264,457.96 To $355,925.60 Annually SUMMARY The Chief Financial Officer (CFO) is responsible for planning, organizing, directing, and assessing all matters relating to the Hospital’s finances, budgeting, reporting, information management, and contracting activities. The CFO is charged with the responsibility of safeguarding the Hospital’s assets along with assuring accuracy and the timely reporting of statistical, financial, and aggregated data and information. ESSENTIAL FUNCTIONS Provides effective leadership to the organization, and specifically to Hospital Administration, the Board of Directors, and the management team to ensure that the District’s fiscal and information services activities are directed in a manner consistent with the Mission, Vision, and Value Statements of the organization. Maintains appropriate and accurate records of all Hospital financial transactions, and furnishes appropriate reports to management, Board of Directors, and outside regulatory agencies. Oversees the preparation of annual Operating and Capital budgets and directs the ongoing compliance with such budgets. Additionally, directs the annual development and presentation of the District’s five year Strategic Financial Plan. Manages the Hospital’s cash and investment programs in a manner which optimizes safety of the investments, return on the investments, and liquidity of the investments. Ensures that Hospital patient billings are recorded accurately, that bills are produced promptly, and the collections are made in an optimal and timely manner. Provides a comprehensive materials management program encompassing efficient selection, acquisition, distribution and accounting for all Hospital supplies and equipment. Oversees all reporting and management of Medicare, Medi-Cal, and other third party payor programs. Provides a patient registration and admission process that is timely, efficient, and in alignment with the Hospital’s Mission and Value Statements. Oversees the Hospital-wide Information Management Systems and all related operational activities, ensuring timely and accurate data gathering and reporting to assist in the District’s decision-making and management processes. Assures the appropriate preparation and maintenance of patient medical records in accordance with Title 22 and JCAHO standards Responsible for the oversight, development, and maintenance of all Hospital contracting activities, including directing all managed care and third party payor arrangements and programs. Secures appropriate insurance coverages, including property and liability insurance protection for the District. Maintains leadership role in the planning, organizing, maintaining, and assessment of the District’s Corporate Compliance Program & Plan. Actively participates and/or provides leadership for various Hospital committees/teams. Participates in all Board of Directors meetings and serves as staff to the Board Finance Committee. OTHER RESPONSIBILITIES Other duties as assigned from time to time. SUPERVISORY RESPONSIBILITIES Health Information Management Patient Accounting and Registration General Accounting Material Management EDUCATION, KNOWLEDGE, SKILLS, ABILITIES AND EXPERIENCE Master’s degree in Business Administration (MBA) or Certified Public Accountant. Minimum of 3-5 years of experience as CFO or the equivalency in hospital finance. Proficient use of personal computer. Must possess administrative skills and demonstrate ability to participate in strategic decision‑making and problem‑solving processes. Must demonstrate favorable interpersonal and relational skills so as to effectively influence and interact with members of the Board of Directors, hospital management team, medical staff, patients, representatives from outside professional organizations, and members of the general public. Must exhibit exemplary organization, planning, and prioritization skills to effectively fulfill the expectations of a senior manager. J-18808-Ljbffr

Head of Sales (Elk Grove Village)

Packaging Machinery & Capital Equipment Industry Location: Chicago, IL USA (Relocation Assistance Available) Travel: 40-60% About the Opportunity We are seeking an accomplished commercial leader to join our organization as a Chief Sales Executive (CSE) . This is not a traditional Head of Sales role. We are looking for a proven builder , sales transformation leader , and strategic growth architect who can strengthen and scale a sales organization while driving long-term, sustainable growth. The successful candidate will be responsible for transforming commercial operations, building organizational capability, developing a multi-year growth strategy, and creating a disciplined sales culture that supports future expansion. Key Responsibilities Strategic Growth Leadership Develop and execute a clear 3-year growth strategy. Identify new market opportunities and expansion initiatives. Drive strategic account acquisition and penetration. Increase market share and revenue growth across key industries. Develop and maintain executive-level customer relationships. Evaluate the current sales organization and identify opportunities for improvement. Design and implement scalable sales structures and reporting frameworks. Build, lead, and develop high-performing sales teams. Establish accountability, performance expectations, and sales discipline. Recruit, mentor, and retain top commercial talent. Implement and optimize CRM systems and sales management processes. Improve forecasting accuracy, pipeline management, and reporting discipline. Standardize sales methodologies and best practices. Create scalable commercial processes to support long-term growth. Strategic Account & Major Project Development Lead key account acquisition and expansion efforts. Support large-scale capital equipment opportunities and complex sales cycles. Strengthen relationships with enterprise customers and strategic partners. Collaborate with engineering, operations, service, and leadership teams to maximize customer success. Organizational Leadership Assess organizational strengths, weaknesses, and resource gaps. Recommend structural improvements and organizational changes when appropriate. Build a clear roadmap for future growth. Challenge existing practices and bring fresh perspectives to accelerate business performance. Required Qualifications Bachelor's degree or equivalent experience. 15 years of progressive sales leadership experience. Significant experience within one or more of the following industries: Packaging Machinery Packaging Equipment Capital Equipment Manufacturing Systems Proven success leading and scaling sales organizations. Demonstrated track record of driving revenue growth and market expansion. Experience implementing CRM platforms, KPI management, forecasting, and sales processes. Strong strategic account development and business development skills. Experience managing complex sales cycles and major capital equipment projects. Preferred Qualifications Packaging automation and robotics experience. Experience leading organizational transformation initiatives. P&L management responsibility. Experience selling into Food & Beverage, Consumer Packaged Goods (CPG), Pharmaceutical, Industrial Manufacturing, or Distribution sectors. International business experience is a plus. J-18808-Ljbffr

Chief Financial Officer ( Private Equity/Family Office) (New York)

Chief Financial Officer (CFO) - Single Family Office Single Family Office located in midtown Manhattan is seeking a Chief Financial Officer. Responsibilities of the office include investing, accounting and tax management, estate planning, charitable giving, banking, and bill pay. The office is both an asset manager and a client-service organization. Reporting to the CIO, the CFO will be responsible for preparing, analyzing and managing the accounting and financial reporting for a wide range of investments (including public and private equity and credit along with allocations to outside investment managers) held by family-controlled entities that include individuals, trusts and foundations. This position is responsible for ensuring timely and precisely accurate accounting and reporting on both a tax and P&L basis. Responsibilities also include bill pay and a strong focus on tax advice/oversight/management. The office aims to instill a “best practices” approach to process in order to improve workflow, streamline reporting and enhance service delivery to the family. Responsibilities: Oversee the day-to-day operations of the Family Office Finance & Accounting team. Oversee the timely and accurate preparation of financial and investment reports including tax reporting and investment P&L. Enhance balance sheet/net worth reporting; provide periodic financial reports for assets, cash flow and personal spending Oversee tax planning for the Family Office and its members, including both federal and state obligations. Identify and analyze tools for reducing tax liability, including New York PTET structure, management of charitable contributions, management of timing around realizations, etc. Plan for future tax obligations (e.g., estimated payments). Contribute original thinking on potentially advantageous structures for the Family Office (Lender’s, insurance wrappers, etc.) in consultation with relevant domain experts. Serve as the primary point of contact with outside tax preparers. Assist in information gathering and ensure recommended tax payments and filings are made on a timely basis; review all third-party prepared tax returns. Work closely with outside accountants, banks, investment custodians, third-party administrators, attorneys, and systems service providers to achieve various objectives. Work closely with external legal and tax teams around estate planning. Oversee implementation and management of structures necessary to achieve estate planning objectives. Bill payment and cash management; review check payments, ACH transfers, and bank wires. Review new account documents, including bank, brokerage, loan documents, and subscription and legal documents as needed. Prepare ad hoc reports by collecting, analyzing, and summarizing data. Prepare annual operating budget for Family Office. Oversee expense management for Family Office. Look for opportunities to improve operations and reduce costs. Supervise, train, and mentor staff. Maintain security by enforcing internal controls over cash and investment accounts. Remain current on “best practice” cash and banking security procedures and ensure they are incorporated in Family Office protocols. Provide cash management analysis and forecasting. Manage charitable giving and pledge obligations/cash flows from Family Office members including multiple foundations. Ensure proper record keeping and reporting. Oversee all books and records of the Family Office, including ensuring that all such documents are properly maintained on the centralized server. Ensure compliance with all tax, reporting and financial laws and regulations. Qualifications: Bachelor’s Degree with an extended track record of accounting experience, preferably within a Family Office. CPA and/or MS, significant tax exposure strongly preferred. Strong technical accounting and financial reporting skills (including advanced proficiency in Excel). Ability and willingness to be both responsive and proactive. Strong attention to detail; highly organized and capable of managing multiple priorities. Strong verbal and written communication skills; even tempered with strong listening skills. Respectful, honest, discreet, and of high integrity. Ability to understand complex matters and explain to family members and office staff. Comfortable in a small office environment and possesses an entrepreneurial spirit. Experience with one or more general ledger accounting and portfolio accounting systems preferred; capable of overseeing vendor relationships including outside accountants and software/service providers. Demonstrated client service mentality. Ability to work within a team and to manage the Finance team. Ability to manage projects within a tight timeframe; willing to undertake additional responsibilities depending on office workflow. Able to rely on sound independent judgment and prior experience in supervising staff in an environment where flexibility and adaptability are required. J-18808-Ljbffr