FAMILY OFFICE LIAISON SUPPORT/COORDINATOR- Cox Enterprises

The Cox Family Office Finance/Accounting Team is hiring a Family Office Liaison Support/Coordinator role to assist in support of the client family units, including the financial reporting and management of day-to-day accounting related activities. The Family Office Liaison Support/Coordinator will be based in Atlanta. In-office days will be required.

Vital to the role is the ability to communicate clearly, problem-solve, and prioritize family/team needs while maintaining organization as a dedicated team player.

This individual will report to the Manager of Accounting in the Finance/Accounting Group. He/she will collaborate with the Family Relations teams.

Position Responsibilities:

  • Review and analyze monthly activities for various expense accounts for accuracy, providing recommendations when opportunities for improvement are presented.

  • Responsible for the accurate and complete preparation of the monthly financial reporting schedules

  • Review credit card activity for accuracy and resolve any discrepancies. Ensure proper approvals are received prior to payment.

  • Process invoices and payments. Gather appropriate approvals to ensure payments are made in a timely manner.

  • Track project costs and adherence to budget. Communicate status of projects to Finance Manager and Family Relations Director.

  • Perform bookkeeping activities including month-end journal entries and reviewing accuracy of transactions in general ledger.

  • Reconcile balance sheet accounts monthly, resolve issues timely, and ensure balances are properly supported and explained.

  • Participate in monthly financial statement preparation and ad hoc financial statement requests.

  • Prepare cash transfers for processing when requested.

  • Collaborate with outside vendors to optimize billing/payment processes and establish a best-in-class accounts payable practice.

  • Assist with a variety of ad hoc requests and projects from the finance/accounting team and the family relations team

  • Monitors and optimizes business processes by reviewing operational and financial processes to ensure compliance and effectiveness, identifying anomalies and making improvements

  • Supports continuous process improvements

The right person for this role must be able to multi-task and thrive in a collaborative environment. They must be resourceful, hard-working, and passionate about client service and delivering best-in-class service. They must be open to continuous learning and feedback. Discretion and judgment are highly important, as is the desire to be a proactive self-starter.

Qualifications

Minimum:

  • Bachelor’s degree

  • 4 years of accounting/bookkeeping experience with relevant family office experience

  • Experience in preparation of financial statements

  • Excellent verbal and written communication skills

  • Strong analytical and problem-solving skills

  • High proficiency in Microsoft Excel

  • Highly detail oriented and organized in work

  • Highest level of discretion and judgment

About Cox

Cox empowers employees to build a better future and has been doing so for over 120 years. With exciting investments and innovations across transportation, communications, cleantech and healthcare, our family of businesses – which includes Cox Automotive and Cox Communications – is forging a better future for us all. Ready to make your mark? Join us today! 

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Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page.

Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.

JOB CATEGORY: Finance

JOB LEVEL: Individual Contributor

DIVISION: Cox Enterprises

LOCATION: 6205 Peachtree Dunwoody Rd, Atlanta, Georgia

Job Type
Accountant
Financial/Wealth Planner
Organization
Cox Enterprises
Location

Atlanta, GA