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About the job

Overview

When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies, as well as recognition as one of U.S. News & World Report’s Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.

Responsibilities

This role will report directly to family office senior leadership (Directors) and will be responsible for delivering timely financial insights that support strategic decision-making.

This role is also responsible for overseeing the accounting, financial reporting, treasury management, and investment operations of an embedded family office. This individual will provide operational leadership across a diverse portfolio of entities, trusts, private investments, and personal assets while ensuring the highest standards of accuracy, confidentiality, and service. Responsibilities include, but not limited to:

Financial & Tax Reporting

Oversee the accounting and financial reporting for multiple entities, trusts, partnerships, LLCs, and investment structures.

Direct both ad hoc and recurring accounting process, while ensuring transactions are recorded timely and accurately in the general ledgers.

Prepare and review financial statements and customized reports for principals and leadership, while also project managing the compilation and reviews of all annual reports.

Develop meaningful financial analyses to support investment, liquidity, and strategic planning decisions.

Coordinate with internal tax team to provide accurate and complete accounting records for tax reporting purposes.

Support tax planning initiatives by providing accurate financial information and analysis.

Oversee tax payments and ensure they are processed and captured in the general ledgers in a timely manner.

Assist management with execution of wealth preservation and succession planning initiatives.

Support various family office specific financial transactions, and special projects as needed.

Treasury & Liquidity Management

Prepare short and long-term liquidity forecasts to support spending activity and principals’ obligations.

Approve and oversee wire transfers, capital funding, debt servicing, and other treasury transactions.

Oversee daily cash reconciliations and recommend strategies to improve cash utilization while maintaining appropriate liquidity.

Liaise with the cash management team to resolve any issues that may arise with treasury reporting or wires.

Investment Operations & Portfolio Reporting

Oversee accounting for marketable securities, private equity, real estate, and other alternative investments.

Coordinate capital calls, distributions, subscriptions, redemptions, and investment documentation.

Support investment due diligence by reviewing financial information, fund documentation, and reporting requirements.

Review investment reconciliations against investment statements and performance reporting.

Other

Coordinate with external advisors, investment managers, attorneys, and internal parties that support the family office.

Lead continuous improvement initiatives focused on automation, technology, reporting, and operational efficiency.

Mentor accounting staff and foster a positive work environment.

Qualifications

Minimum Requirements include:

Bachelor's degree in Accounting, Finance, or related discipline required. Master's degree in Accounting, or Finance is a plus.

CPA required.

7–10+ years of progressive accounting or finance experience.

Experience within a family office is strongly preferred.

Experience with trusts, estate structures, partnerships, and private investments is highly desirable.

Prior experience leading projects, managing advisor relationships, or supervising staff.

Experience with treasury management and cash forecasting.

Advanced Excel and financial modeling skills.

Exceptional integrity and commitment to confidentiality.

A polished presence with the ability to communicate effectively with family principals and trusted advisors.

Strong project management and organizational skills.

Collaborative leadership style with a service-oriented mindset.

Continuous improvement mentality with a focus on operational excellence and process automation.

Closing

At Hines, we believe the built world is ultimately about people. As one of the world’s largest privately held real assets firms, we bring nearly seven decades of investment, development, and management experience to work that shapes cities and communities around the world.

Our people make that possible. Across 29 countries, more than 4,600 colleagues bring different perspectives and expertise to Hines, with opportunities to take on meaningful responsibility, learn from leaders across the business, and build a career with room to evolve. We support that journey through professional development, competitive rewards, comprehensive benefits, and a culture grounded in trust and high standards.

Hines is proud to be named to Fast Company’s annual list of the World’s Most Innovative Companies for 2024.

We are an equal opportunity employer and support workforce diversity.

No calls or emails from third parties at this time please.

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