Job Details

Westwind Investors Management, LLC (Westwind) is seeking a Financial Operations Associate to be based in its Reno, Nevada office. Westwind is a private holding company with assets in a variety of investments and has a long track record of building great businesses in partnership with management teams. We take controlling interest of successful businesses where we have passion and conviction that long-term success will be achieved. As a result, we care deeply about every company we own and work closely with them to build unique and lasting value for all stakeholders.

We're seeking a Financial Operations Associate who finds fulfillment in accounts payable as a career path. This role is perfect for someone who thrives in a fast-paced environment, appreciates our quality-focused culture, and keeps their eyes on deadlines.

Seniority Level

Associate

Job Function

Accounting

Industries

Investment Management

Responsibilities

• Manage the execution of accounts payable and accounts receivable, including tracking invoices, making timely payments, obtaining approvals, and preparing reconciliations
• Prepare and maintain complex reports including the weekly cash report and special project reports
• Provide multi-faceted support to the Investment and Operations teams, including generating reports/schedules as assigned and preparing ad hoc analysis
• Maintain a calendar of renewal and payment dates for insurance policies; Work with internal and external personnel to ensure appropriate coverage and no lapses
• Reconcile trades made in our public trading portfolio to verify they are in compliance with approval parameters
• Continuous and active monitoring of specified critical items as designated by Westwind Management
• Maintain and actively monitor a calendar of all vehicle registration dates to ensure timely renewals
• Prepare monthly credit card reports summarizing charges by entity and account
• Assist with researching and executing organizational and process efficiency opportunities
• Take ownership of special projects as assigned, seeing the project through fruition
• Other duties as assigned

Qualifications

• Two-year degree Associates
• Bachelor's degree in Finance or Accounting, preferred but not required
• Accounts Payable experience
• Ability to thrive in a fast-paced, rapidly evolving entrepreneurial environment where multi-tasking is the norm
• Diligent work ethic with the ability to quickly learn and work independently
• Excellent analytical skills with an attention to detail
• Curious and resourceful with a natural ability to solve problems and seek new information
• Highly effective verbal and written communication skills
• The ability to prepare complex analyses
• Ability to maintain confidences and confidential information in the execution of responsibilities
• Strong skills in Microsoft suite, specifically in Excel at an intermediate level