Vantage Travel | Deluxe World Travel Service | River Cruises & Tours

Family Office Controller/Investment Manager

Job Title
Family Office Controller/Investment Manager
Job ID
27259084
Location
Boston,  MA 02114
Other Location
Description

About Vantage

Vantage Deluxe World Travel is the leader in adventure travel for thirty-five years.  Since 1983, Vantage Deluxe World Travel develops and delivers memorable travel journeys on seven continents whether on land, riverboats or small ships.

Vantage Deluxe World Travel is a $300 million, state-of-the-art direct marketer of travel to the affluent mature market. When you join the Vantage team you become part of a global company, headquartered in Boston, with eight regional offices around the world. Our worldwide teams work together to provide exciting, culturally enriching travel programs to destinations on all seven continents, including on our European river cruise fleet. Since 1983, more than 400,000 travelers have joined us to see the world.

Overview: 

We are looking for an investment manager to oversee the family office and help grow it.  Accounting Professional would be a plus. oversee/improve and facilitate the day-to-day functions of the family office.  This person will be responsible for financial reporting/oversee accounting/cash management/budgeting with the family office.  This position will be held accountable to specific financial goals which will be measured by budget vs. actual numbers to be reported out weekly and monthly.


Responsibilities: 

  • The Controller will develop goals for and provide direction to the family office team, and lead the team to continually improve performance and close time.
  • He or she will also research and provide guidance on technical accounting issues; contribute to the annual planning process; ensure accurate documentation of and compliance with policies, processes and internal controls; and participate in and/or lead special projects, including the implementation of new systems/technologies in order to reduce close time and risk.       
  • Manage budgeting and forecasting and the year-end audit and tax schedule preparation process.
  • Responsible for being on time and have accurate financials.
  • Review and reconcile investments on a monthly/quarterly basis.
  • Manage aspects of the Family Estate.
  • Manage aspects of the Charity.
  • Manage real estate holdings/Help grow the real estate holdings of the family office
  • Source deals in real estate or investments
  • Oversee and manage all positions of the family office

Qualifications: 

Required Experience:

·         10+ years of public/private mix

·         Prior Managerial Experience in an accounting or executive role

·         Proven budgeting and forecasting skills

·         Cash management knowledge

·         Ability to multitask

·         Real Estate accounting, financing and management experience is a must

·         BS degree in Accounting

·         CPA a plus

·         MBA a plus

-        Rolodex of investment industry connections structuring deals (both from a finance and tax perspective) private equity investing and portfolio management

Skills:

  • High Proficiency with QuickBooks software
  • Strong systems experience and knowledge that includes proficiency with Microsoft Office applications and a working knowledge of enterprise systems and business intelligence tools.
  • Excellent technical accounting knowledge that includes GAAP & SOX.
  • Advanced knowledge of Excel essential
  • Great Plains Dynamics experience a plus
  • Budget to actual
  • Accountability

This company is run by the numbers and strictly adheres to weekly reporting and holding people accountable to their numbers. 

Equal Opportunity Employer

Vantage Travel is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, gender, gender identity, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

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