Family Office Accountant / Senior Accountant

Full Time
Minneapolis, MN 55422
Posted
Job description

Overview

Organization Background

Lansing Group LLC (“Lansing”) is looking for an Accountant/Senior Accountant to join our team in Golden Valley, MN. Lansing is the family office of the Mortenson Family. We serve M. A. Mortenson Companies, Inc. ("Companies") and its subsidiaries, including Mortenson Construction (collectively "Mortenson"), as well as the Mortenson Family Foundation (the "Foundation") and other private entities. At Lansing we are dedicated to our core values of responsibility, integrity, stewardship, excellence, and equity (RISE2). Lansing is looking for an Accountant/Senior Accountant in our accounting and administration group to maintain exceptional levels of service to our wide range of stakeholders.

In any given day, you may complete cyclical accounting activities for assigned entities, record receipts or process disbursements, prepare financial reports, assist with creation of data for delivery to external service providers, communicate with existing partners, or assist with system conversion and application implementations. You will work closely with Lansing's accounting/administration team, as well as the investment advisory team.

Our Purpose

To be an exceptional family office committed to ensuring the continuity of Family, Company, and Community.

Position Summary

The Accountant/Senior Accountant will be an integral member of the Lansing team. The position will be responsible for cyclical accounting activities and financial reporting for assigned entities, assist with the preparation of reports and data for audit and tax professionals, prepare reports utilizing financial information and historical investment data to track investment performance and other trends. The position will assist with organizing and filing financial support documents, prepare ad hoc reports and analysis based on management requests, and assist with various projects including system conversions and application implementations.

The ideal candidate will seek continuous improvement in all aspects of Lansing’s work, ensure adherence to internal controls over financial data, and utilize and improve upon existing systems to ensure data integrity and accuracy.

What you will be doing

Accounting/Operations

  • Complete cyclical accounting activities for assigned trusts, partnerships, and entities. Classify, record, and summarize financial data to ensure complete, accurate and timely financial records.
  • Retrieve and electronically file banking and custodial statements. Reconcile all assigned accounts. Report and resolve any discrepancies found between internal and external records.
  • Record deposits and accounts payable entries in the accounting system.
  • Prepare invoice coding and approval documents.
  • Prepare balance sheets, income statements, and trial balances for assigned trusts and entities.
  • Compile financial, accounting or auditing reports pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
  • Organize and file financial supporting documents for assigned trusts and entities.
  • Prepare trust and entity transaction files for delivery to external service providers.
  • Compile and prepare tax return support for assigned trusts, partnerships, and entities for 3rd party tax preparers.
  • Complete monthly partnership accounting allocations and statements in accordance with accounting policies.

Reporting

  • Prepare complete and accurate internal and external financial reports for assigned clients, management, and stakeholders. Utilize historical investment data to track investment performance, valuation, and other trends.
  • Prepare ad hoc reports and detailed analysis based on the requests of management.

Projects

  • Collaborate with the team and complete assigned responsibilities related to various projects including system conversions and application implementations.

How you will succeed

  • Ensure adherence to internal controls over financial data.
  • Produce work of the highest quality and accuracy; prepare and distribute accounting and investment reports in an efficient manner maintaining data integrity and accuracy.
  • Demonstrate strong organizational skills and the ability to handle multiple deadlines and projects simultaneously.
  • Exhibit strong written and verbal communication skills, including active listening skills, an openness to diverse input and feedback, and a team orientation.
  • Establish work plans, be proactive and self-directed with the ability to plan and execute work under minimal supervision.
  • Maintain strict confidentiality and discretion with all matters relating to personal and office related matters.
  • Demonstrate a willingness to solve problems, propose solutions, and take responsibility for outcomes. Apply analytical skills with attention to detail.

Knowledge and Experience

  • Strong alignment with Lansing’s core values: Responsibility, Integrity, Stewardship, Excellence, Equity (RISE2).
  • Intellectual curiosity, analytical, flexible, and tolerant of ambiguity.
  • Strong attention to detail.
  • Comfort working both independently and collaboratively.
  • Experience related to Audit, Tax, Finance, Investments, or a family office is a plus.
  • 2+ years of Public Accounting experience preferred.
  • Experience with QuickBooks®, Microsoft 365, and Dynamo is a plus.

Working Conditions

This is a typical office environment in which employees use office equipment like personal computers, fax machines, copiers, telephones; stationary positions for long periods of time (2-3) hours; We anticipate that this role will be a hybrid position with flexibility between 2 to 5 days per week onsite.

We are an equal opportunity employer and are committed to creating a diverse, inclusive, and accessible work environment for all employees. Our office space is fully compliant with the American Disabilities Act (ADA) offering a range of accommodations to ensure all individuals can perform their job duties with ease. Join our team and be a part of creating welcoming and accommodating workspaces for all. The Employer retains the right to change these job responsibilities based on the needs of the business.

To Apply

Please e-mail a resume and cover letter to team@esinc.mn by March 31, 2023.

Full-time salaried position.

Salary range: $70,000-$105,000

Responsibilities

Mortenson by the numbers

$4.89B

2021 revenue

~5,400+

employees across
11 offices + field

1954

year founded




Our approach to leadership and culture

Our founder Mort Mortenson believed that we were all born to be leaders; that leadership wasn't something that just happened to us but was something within us.




Qualifications

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