Location
Medford, MA | United States
Job description
Full job description
About Agero:
Wherever drivers go, we're leading the way. Agero's mission is to rethink the vehicle ownership experience through a powerful combination of passionate people and data-driven technology, strengthening our clients' relationships with their customers. As the #1 B2B, white-label provider of digital driver assistance services, we're pushing the industry in a new direction, taking manual processes, and redefining them as digital, transparent, and connected. This includes: an industry-leading dispatch management platform powered by Swoop; comprehensive accident management services; knowledgeable consumer affairs and connected vehicle capabilities; and a growing marketplace of services, discounts and support enabled by a robust partner ecosystem. The company has over 150 million vehicle coverage points in partnership with leading automobile manufacturers, insurance carriers and many others. Managing one of the largest national networks of service providers, Agero responds to approximately 12 million service events annually. Agero, a member company of The Cross Country Group, is headquartered in Medford, Mass., with operations throughout North America. To learn more, visit
The Cross Country Group - Family Office Financial Controller
Please note - this role has a 3-4 day in office (Medford, MA) working requirement
About the Cross Country Group:
The Cross Country Group is a leading provider of technology-enabled service programs for Global 500 firms in North America. The Cross Country Group works with over 500 corporate clients and their over 150 million consumers to provide services of several types. The Cross Country Group is comprised of three independent, entrepreneurial operating companies with a focus on business process outsourcing, emergency assistance services, consumer direct marketing, information services and related areas, as well as a family office that makes a range of investments.
- Agero Inc, one of the firms owned by the Cross Country Group is providing recruiting support for this hire.
Role Summary:
The Family Office Financial Controller will be responsible for the administration, reporting, and analysis of the family office investments including real estate direct investments and limited partner interests in third party funds. In addition, this position is responsible for corporate accounting and internal reporting functions for the various non-operating company and real estate entities in the Cross Country Group including A/P, A/R, GL, Cash management and annual 1099 preparation. Exposure to large real estate projects, familiarity with investment agreements and tax considerations is a plus
Key Outcomes:
- As part of transition, developing an understanding of processes, systems and relationships
- Take ownership of the A/P, A/R, GL, Cash management processes for the non-operating Cross Country Group and Real Estate Entities and collaborate with current team to improve internal controls of accounting support
- Maintain activity in internal Microsoft Access database on monthly basis, and participate in/support the ongoing exploration of investment reporting software and potential integration
- Prepare analysis and due diligence on potential new investment opportunities and fund managers, including comparison to CCG active investments and research on sector performance
About the Day to Day:
- Supports the administration of a family office investment partnership including but not limited to preparing fund subscription documents, ordering wire transfers, daily cash reconciliation, ensuring adequate funding levels and monthly, quarterly, and annual performance reporting of partnership including Market Value calculations, Investment Sector allocations, outstanding commitment, IRR calculation, and cash forecasting in total and by partner
- Analyzes fund performance and participates in meetings with potential and current fund managers to review performance
- Performs investment diligence on prospective investments, reviews and prepares analysis on prospective investments, and makes investment recommendations based on analysis
- Ensures timely receipt of annual K-1's for family office to deliver to tax accountants
- Provide financial support for Family Foundation including maintaining accurate books, preparing monthly financial statements, calculating realized and unrealized gains/losses, computing minimum distribution requirements to ensure compliance, prepare annual gift contribution letters, and interface with external tax specialist as needed
- Maintains monthly general ledgers fully supporting all balance sheet accounts. including A/P, A/R, GL, Cash management, annual 1099 preparation for several entities including commercial real estate properties
- Prepares forecasts and annual budgets for non-operating entities
- Prepares monthly consolidating financial reporting package summarizing The Cross Country Group operating entity performance
- Updates quarterly forecasts for tax planning
- With a strong attention to detail and flexibility, establishes and meets deadlines
- Coordinates the preparation of account reconciliations and assesses the accuracy and completeness of account balances including inter-company balances
- Ensures the accuracy and completeness of state sales tax accruals
- Coordination with external tax advisors on interim tax planning and year end results for partners/shareholders
- Prepares internal and external financial statements
- Special projects as required by senior management
- Supports the installation and maintenance of accounting software including upgrades and conversions, and other related processes and controls
Education, Experience & Attributes:
- Bachelor's degree in accounting, finance or related field or equivalent experience. CPA or MBA or Master's degree in related field preferred
- 8+ years of progressive finance and accounting experience in a complex environment, with management responsibilities
- 3 years of project experience, including supporting real estate facility construction and maintenance
- Strong public/private background
- Ability to design and maintain a family office reporting system that includes sophisticated financial analytics and appropriate internal accounting controls
- Strong knowledge of accounting standards, financial analytics, internal controls, and GAAP
- Excellent analytic, project management, communication, and interpersonal skills
- Advanced proficiency in Excel and Access is required
- Expertise with system conversions and process improvements is a plus
- Working knowledge of accounting systems and Quickbooks
- Detail oriented, organized, and conscientious
D, E & I Mission & Culture at Agero :
We are all Change Drivers at Agero. Each day, we speak to thousands of drivers and tow professionals across one of the most diverse countries in the world. Our mission to safeguard drivers on the road, strengthen our clients' relationships with their drivers, and support the communities we live and work in unites us together as one force driving positive change.
The road to positive change starts inside Agero. In celebrating each other's differences, we lift each other up and create space for innovation and community. Bringing our whole selves to work powers our commitment, drive, agility, and courage - ensuring we are not only changing the landscape of the driver services industry, we also are making a difference in the lives of our customers with each call, chat, and rescue.
THIS DESCRIPTION IS NOT INTENDED TO BE A COMPLETE STATEMENT OF JOB CONTENT, RATHER TO ACT AS A GUIDE TO THE ESSENTIAL FUNCTIONS PERFORMED. MANAGEMENT RETAINS THE DISCRETION TO ADD TO OR CHANGE THE DUTIES OF THE POSITION AT ANY TIME.
To review Agero's privacy policy click the link:
***Disclaimer: Agero is committed to creating a diverse and inclusive environment and encourages applications from all qualified candidates. Accommodation is available. Additionally, we offer accommodation for applicants with disabilities in our recruitment processes. If you require accommodation during the recruitment process, please contact [email protected] .
***Agero communicates with candidates via text for matters related to submitted applications, questions, and availability for interviews. If you prefer not to receive texts, you can contact Agero's recruiting team directly at [email protected].
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