Oxford Financial Group, Ltd.
  • - Finance
  • Carmel, IN, USA
  • Full Time

Oxford Financial Group, Ltd. is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country. Oxford has oversight of more than $20 billion in assets (which includes assets under management), with 20 Managing Directors serving over 800 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 35 years. With special expertise in alternative investments and private equity, Oxford specializes in serving clients with net worth above $5 million. 

Oxford Financial Group, Ltd. is searching for a Private Market Services Accounting Specialist. This associate would be responsible for processing, posting and documenting all entity cash transactions; performing general accounting functions and assisting with investor communications.  

 

Duties:

Cash Management

  • Process all outgoing wire transactions
  • Maintain all online client wire templates
  • Reconcile bank cash balances to general ledger software

General Ledger Accounting

  • Review and assess wire transactions to record appropriately in general ledger software
  • Compile monthly financial packets to ensure all ledger activity is documented
  • Prepare bank account reconciliations for each entity monthly using Excel spreadsheet format for final review
  • Records all payable invoices to Peachtree subsidiary ledger

Tax Reporting

  • Assist with annual mailing of tax reporting information to investor members
  • Prepare estimated tax estimates using report wiring software
  • Communicate tax reporting

 

Qualifications:

  • Bachelor's degree in Accounting/Finance required
  • Minimum of three years experience in GL Accounting
  • Strong skills in Microsoft Word, Excel and Accounting software
  • Ability to work in a high stress, fast paced environment
  • Excellent attention to detail and organizational skills
  • Excellent verbal and written communication skills with strong interpersonal skills
Oxford Financial Group, Ltd.
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