Job Description

About the Opportunity:

Join a dynamic and purpose-driven environment supporting Aubrey Marcus and his associated ventures. This unique role blends meticulous oversight of personal assets with strategic financial management across multiple business entities. We seek a highly skilled, trustworthy, and proactive financial professional to act as a strategic partner, ensuring the financial health, compliance, and optimized growth of both personal wealth and entrepreneurial endeavors. This is more than just managing numbers; it's about providing a stable financial foundation that allows impactful work to flourish.

Role Summary:

The Asset and Finance Manager will be responsible for the comprehensive financial stewardship of personal assets and multiple LLCs. This includes day-to-day financial operations, strategic financial planning, tax optimization, asset management, risk mitigation, and reporting. The ideal candidate thrives in a fast-paced, entrepreneurial setting, possesses deep expertise in understanding complex financial structures, and operates with the highest level of integrity and discretion.

Key Responsibilities:

1. Personal Asset Management:
• Oversee and manage personal investment portfolios, banking relationships, and assets.
• Develop and implement personal financial plans and budgets.
• Track performance, manage cash flow, and provide regular reporting on personal net worth and investments.
• Liaise with external wealth advisors, accountants, and legal counsel as needed.
2. Multi-Entity Financial Management (LLCs):
• Strategize and execute all accounting functions together with the bookkeepers/accountants for the various LLCs, ensuring accuracy and timeliness.
• Develop and manage budgets, forecasts, and financial models for each entity.
• Monitor cash flow, profitability, and financial performance against goals.
• Ensure compliance with all financial regulations and reporting requirements.
3. Tax Strategy & Compliance:
• Coordinate with external tax advisors/CPAs for preparation and filing of all relevant tax returns.
• Ensure compliance with federal, state, and local tax laws.
• Stay current on tax law changes impacting individuals and pass-through entities.
4. Strategic Financial Planning & Analysis (FP&A):
• Analyze new investment opportunities and business initiatives from a financial perspective.
• Develop KPIs and dashboards to track financial health and progress towards goals.
• Manage financial risk across all areas of responsibility.

Requirements

Qualifications & Experience:

• Bachelor’s degree in Finance, Accounting, or a related field. 
• Minimum 5 years of progressive experience in finance and accounting, with a significant portion focused on:
• High-Net-Worth Individual Asset/Wealth Management: Demonstrable experience managing complex personal financial affairs.
• Multi-Entity Financial Management: Proven experience overseeing finances for multiple LLCs or similar business structures.
• Tax Planning & Strategy: Deep understanding and practical experience in sophisticated tax planning for individuals and pass-through entities.
• Experience working within a startup, entrepreneurial, or family office environment is highly desirable.
• Proficiency in accounting software (e.g., QuickBooks, Xero) and advanced Microsoft Excel/Google Sheets skills (financial modeling, data analysis).
• Experience managing relationships with banks, investment advisors, legal counsel, and accountants.

Desired Skills & Attributes:

• Utmost Integrity & Discretion: Non-negotiable due to the sensitive nature of the role.
• Strategic & Analytical Mindset: Ability to see the big picture while managing the details.
• Proactive & Self-Directed: Takes initiative, anticipates needs, and drives results with minimal supervision.
• Highly Organized & Detail-Oriented: Manages complexity effectively and ensures accuracy.
• Excellent Communicator: Can clearly articulate complex financial information to non-financial stakeholders.
• Adaptable & Resilient: Thrives in a dynamic, fast-paced environment and navigates ambiguity well.
• Problem-Solver: Identifies issues and develops practical, effective solutions.
• Collaborative: Works effectively with internal and external partners.

Benefits

• Salary will be determined based on experience 
• Free membership to Onnit Gym
• Free Membership to Black Swan Yoga
• Onnit Boost Account - Monthly credit account to purchase Onnit products and fitness equipment
• Health, Dental, Vision, Life for full time W2 employees

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