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Position Summary: Responsible for the management of all DFI Resources, LLC and related entity accounting, finance, and payroll related issues. This includes ensuring adequate cash flow, maintaining accounting systems/budgets, handling payroll, preparing financial reports, and ensuring financial accountability for DFI and the entities it manages.

Position Responsibilities:

• Must partner with the Director of Finance to meet objectives
• Leads development, implementation, and administration of the organizations accounting and financial systems.
• Continuously evaluate, design, and operate an accounting system to capture, record, process, and store all relevant documents and information.
• Oversees monthly, quarterly, and annual accounting close processes and coordinates the preparation of financial statements within multiple entities and complex ownership structures.
• Capable of resolving escalated issues arising from operations and requiring coordination with other departments.
• Furnishes internal / external accounting and financial reports. Monitor and analyze operating results.
• Ensures budgets, reporting processes, payroll systems, accounting systems, and financial controls are continuously improved and provide meaningful information to management.
• Manages all project based financial reporting and effectively manage and improve internal controls.
• Develops internal controls and oversees audits of policies and procedures meant to preserve the organization's assets.
• Partners with operational leaders to evaluate financial performance, identify risks, and provide actionable recommendations.
• Coordinates with external auditors, tax professionals, banking partners, insurance providers, and legal counsel to ensure compliance and reporting requirements are met.
• Supports strategic initiatives, scenario planning, capital allocation decisions, and special financial projects as assigned.
• Serve as the primary ERP and financial systems administrator, leading system enhancements, integrations, reporting improvements, automation initiatives, and process efficiencies.
• Identify opportunities to reduce manual effort and improve close efficiency through automation and systems improvements.
  

Essential skills and experience:

• Bachelor's degree in accounting and must have 5-7 years' experience in a specialized finance or accounting function.
• Ideally at least 5 years of hands-on accounting experience within a family office or private investment firm or tax/accounting organization
• Deep understanding of real estate and operational accounting.
• Ability to drive strategic directions and influence others.
• Experience with partnership and trust tax accounting.
• Proficiency in modern ERP system preferably in an Oracle based accounting system.
• Exceptional interpersonal communication skills; positive attitude.
• Excellent knowledge of accounting systems, accounting principles and practices within a multi-entity operating structure.
• Advanced knowledge of HR and legal practices.
• Demonstrated managerial and organizational skills
• Advanced computer skills including MS Office, Excel, Word, and Adobe.
• Excellent knowledge of general office procedures; as well as intermediate knowledge of smart phones.
• Excellent time management skills; ability to organize and coordinate multiple projects with available resources.
• Keen attention to detail, honesty, adaptability, dependability, and willingness to do hands-on work.
• Ability to maintain a high level of strict confidentiality and professionalism.
• Possess a valid driver's license with a good driving record.

Valued but not required skills and experience:

• Private estate/hotel/ hospitality/museum experience
• Master's Degree in Accounting or CPA candidate preferred
• Prior experience building or improving financial systems at a growing firm
  

Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands: Basic standing, walking, sitting. Close vision demands due to continual desktop computer work requirements. Driving of personal vehicle required to various local properties.
• Work environment: Office/cubical setting.

• Travel: Occasional out of town.
• General sign-off: The employee is expected to adhere to and ensure compliance with all relevant OSHA safety regulations for all facility personnel; as well as all company policies, and to act as a role model in adherence to policies.

WHO ARE YOU

You are a dependable, capable professional who takes genuine pride in delivering excellent work. You are organized, steady, and comfortable owning your responsibilities, yet you value teamwork and communicate well with people at every level. You appreciate structure and high standards while also being adaptable when priorities shift.

You notice details follow through, and view giving and receiving feedback as a natural part of continuous improvement. You manage multiple priorities with calm judgment, know when to lead and when to collaborate, and bring a solutions-focused mindset to everything you do.

Your background likely includes luxury hospitality, private estates, or other environments where discretion, consistency, and elevated service matter. You are ready for a role where your professionalism and high standards are genuinely valued.

WHO ARE WE

We are a private property management company committed to delivering exceptional service through thoughtful operations, strong standards, and highly capable teams. We work in environments where attention to detail matters, expectations are high, and quality is non-negotiable.

Our culture is grounded in respect, accountability and clear communication. We invest in developing our people, create space for growth, and value long-term trusted relationships. Our work moves quickly but is purposeful, well supported, and rooted in a shared commitment to excellence.

WHY DFI

• Professional team-oriented workplace
• Competitive salary and performance-based bonus
• 100 percent employer-paid medical, dental,and vision insurance for employees and dependents with participation in our Wellness Incentive Program
• 401 k with employer match
• Generous vacation and personal time off
• Charitable donation matching
• Ongoing training and development opportunities
• Programs that promote balanced, sustainable work habits
  

DFI is an Equal Opportunity Employer.

We prohibit discrimination and harassment of any kind and are committed to providing our employees with a work environment free of such behavior.

We make all employment decisions based on business needs, job requirements, and individual qualifications, without regard to age, race, color, religion or belief, family or parental status, or any other status protected by applicable laws or regulations in the locations where we operate.

This is a drug-free workplace. All candidates must complete a background check and drug test before employment.