Job description

Company Snapshot

DFO was founded in 2019 as a unique entity to manage the complexity of the ownership investments and entrepreneurial pursuits that include real estate, consulting services, philanthropic pursuits, and technology. BExponential (DFO / BEX), the newest pursuit of DFO was founded in 2022 to create a platform and community of influence of for those looking to become the best version of themselves. DFO/BEX is privately owned, experiencing significant growth, and is profitable. It operates from offices in West Dundee, IL and home office in Huntley, IL.

Proud of its past, DFO/BEX is even more excited about its future. DFO/BEX is a place where people work together, and everyone feels like family, a true testament to the organization's resilience and commitment to excellence.

Position Description

Our accounting team needs a higher caliber of talent due to continued growth of our business working primarily in a remote position. We are seeking a Senior Bookkeeper with a combination of strong technical skills and a high level of business acumen to join our team. Working closely with the owner, the Senior Bookkeeper will oversee all accounting activities of the organization. Financials are at the epicenter of all endeavors and this role will be responsible for ensuring prudence and active management of all financial operations. There is a strong need for privacy for the family, and the business endeavors. The ideal candidate will enjoy a fast-paced environment, be detail orientated, and bring a hands-on approach to working with all personnel in the company.

Duties & Responsibilities

Organizational Leadership Responsibilities

• Develop and oversee the strategic development of the family office.
• Oversee (and in some cases create) budgets and produce monthly financial reporting on all pursuits and properties.
• Oversee preparation of financial statements, tax returns, and portfolio reports.
• Oversee philanthropic strategies.
• Continually look for additional revenue streams, savings, and ways to improve efficiency.
• Annual expense reviews, recognizing an important role in financial prudence, including a full year end closing process
• Annual review of all vendors to ensure maximization of revenue and prudence around expenses
• Lead the selection, implementation, and project management of a business financial software
• Manage Insurance - Property, liability, workman’s comp policy maintenance and renewals

Daily & Monthly Duties & Responsibilities

• Banking
• AR Invoicing
• AP Entry
• Cash Management & Collections
• Commissions
• Formal closing process of the books
• Monthly financial reporting package
• Complete and process payroll
• Special Projects
• Analysis of financial impact of various operations and activities

BACKGROUND AND EXPERIENCE

Our preferred candidate should have the following attributes, skills, and experiences:

• Cultural fit is the most critical factor in identifying the right candidate. This role requires a can-do attitude – flexible and willing to pitch in wherever needed, a spirit of generosity and eagerness to serve.
• Detail oriented and highly organized with an understanding of the importance of good process, the use of technology tools and strong data management. This individual should be always looking to improve processes and make the highest and best use of everyone’s time.
• Able to balance the needs of a dynamics of a family office, and a high growth company with the overarching requirements of fiscal responsibility.
• Demonstrated ability to be thoughtful and creative, while working towards meaningful impact.
• Proven ability to engage all relevant members of the organization to align financial execution with short and long term strategic and financial plans.
• Operationally savvy; skilled and experienced in working with cross functional teams in a dynamic organization.
• Under-graduate degree (BA/BS) in accounting preferred.
• Strong technical skills with Microsoft products.
• Minimum of 5 years’ experience in increasing financial responsibility.

PERSONAL TRAITS AND VALUES

The successful candidate will exhibit the following:

• Desire to make a positive difference in the environment and culture of the company.
• Demonstrated leadership, team orientation, high performance, integrity, and commitment to getting the job done right.
• Indisputable record of integrity and demonstrated commitment to conservative values.
• Indisputable record of integrity and demonstrated commitment to conservative values.
• Demonstrated experience in being resourceful within a complex and lean environment.
• Able to solve problems independently
• Instilling an unwavering devotion to personal ownership of objectives, deliverables, and performance across the team is a must.
• Inspiring team contributor with whom people naturally want to work with.
• Excellent negotiating and communication skills.
• Assertive but diplomatic.
• Hardworking and flexible.
• Emotional Intelligence

Job Type: Part-time

Pay: $23.00 - $30.00 per hour

Benefits:

• Flexible schedule
• Professional development assistance

COVID-19 considerations:
We believe in individual freedoms and responsibilities for each member of our team. No vaccinations, masks or precautions of any kind are required. Common sense and good judgement are required for COVID and all health issues.

Ability to commute/relocate:

• Dundee, IL 60118: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Bookkeeping: 5 years (Required)

Work Location: Hybrid remote in Dundee, IL 60118

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