Mark IV Capital is a privately held, growth-oriented real estate development and investment company headquartered in Newport Beach, CA. focused on acquiring, developing, owning, and operating commercial real estate investments. The firm is seeking a Senior Associate, Family Office to join its team.
The Senior Associate, Family Office will serve as an integral part of the Family Office team serving our Shareholders and Family Office accounting needs. This position reports to the Vice President, Tax & Family Office.
Mark IV Capital values creativity and innovation and encourages its employees to develop solutions to the unique and varying challenges we face. We respect and capitalize on our diverse attributes and abilities to maximize the effectiveness of the team. We support open communication and an informal, yet professional, work environment.
We offer competitive compensation, benefits, and opportunities for professional growth and development within a supportive and inclusive work environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Responsible for recording transactions (e.g., cash receipts, cash disbursements, and investments activity)
- Responsible for researching AP and AR discrepancies, corresponding findings, and resolving issues
- Maintaining general ledgers
- Reconciling general ledger and bank/investment accounts
- Preparing financial statements in accordance with GAAP and other Comprehensive Bases of Accounting
- Preparing cash flow projections and forecasts
- Presenting financial results and other reports to family office clientele
- Assisting with processing and running 1099’s for all entities
- Prepare financial analysis reports to measure financial performance of investment accounts using common financial metrics such as IRR, ROI, etc.
- Analyze and value privately held real estate and venture capital investments
- Work cohesively with the family office team and assist on any ad hoc projects, as requested
- Other duties, as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education / Experience
- Bachelor’s degree in accounting
- A minimum of five (5) years prior family office experience
- Proficiency in Microsoft Office applications, with an emphasis in Excel, with minimum knowledge of xlookups, indexmatch, and curiosity
- Experience with Yardi preferred
- Strong foundation of technical accounting principles
Certificates, Licenses, Registrations
CPA designation, a plus
Other Skills and Abilities
- Good people skills
- Detail oriented, organized, flexible
- Must be able to maintain confidentiality
- Must be able to meet deadlines
- Strong verbal and written communication skills
- Strong analytical and problem-solving skills
- Excellent organization and time management skills; ability to prioritize workload
- Ability to produce a work product accurately with a high degree of attention to detail
- Proven ability to work independently and collaboratively
- A true team player and leader with a customer-oriented attitude
- Ability to appear for work on time
- Ability to follow directions from supervisor
- Ability to understand and follow posted work rules and procedures
- Ability to accept constructive criticism
