Overview

Brooks Capital Management is in search of an experienced finance professional who can provide expert financial guidance and estate planning support for Brooks Capital Management family office, Brooks family businesses, and investment portfolio management. This role requires a deep understanding of finance and estate planning, as well as the ability to work closely with multiple teams and stakeholders. The ideal candidate will be able to provide strategic insights and recommendations that help drive success for the Brooks family and their various business ventures.

Responsibilities

Strategic Planning:

• In conjunction with the CEO, help define/refine the organization Mission, business and financial models, and superior value proposition to stakeholders.
• Provide knowledge and insights on different principles and economic drivers of fixed-asset, capital-intensive businesses like real estate as well as digital-centric enterprises to evaluate how both might be employed to enhance organizational and investment performance.

Capital Markets:

• Lead capitalization strategies for the family office and related businesses and support execution of those strategies, including equity co-investor recruitment and relationships as well as debt financing and lender relationships.
• Help maintain common purpose and balanced risk and rewards among all stakeholders.

General Duties: (Financial Reporting, Accounting, Controls, Administration, and Philanthropy)

• Plan, direct, and oversee controls of the organization’s overall financial and accounting systems, policies, and procedures as well as overall administration of the family office.
  • This includes oversight of income statements, balance sheets, cash flows and other quantitative reporting. This also includes general administrative oversight of BCM family office.
• Shared responsibility with the CEO for employee compensation and incentive policies and plans submitted to the Compensation Committee of the Board of Advisors for approval.
• Prepare financial reports for Board of Advisor meetings and be present to address questions. Oversee philanthropic administration of individual Brooks family units.

Tax and Estate Planning and Preparation:

• Manage tax function by reviewing tax returns, directing tax research, and working with outside firms as needed.
• Research, present, and implement strategies to minimize tax impact of family investments.
• Work with Brooks Family Counsel to ensure timely and effective estate planning for all Brooks family units/members.

Investment Committee:

• Serve on BCM Investment Committee to evaluate investment opportunities and counsel on fit relative to family and business objectives.
• Support operating company investment committees as necessary or requested.

Additional Duties and Responsibilities:

• Oversee all administrative, accounting and tax personnel and functions for the Brooks family office.
• Oversee and advise on capital strategy for BCM and its related entities, including advising and assisting the real estate operating companies on capital strategy.
• Lead the coordination of estate planning for family members and work with outside counsel to accomplish all required legal documents.
• Participate in strategic planning for BCM and related entities as requested.
• Work with the Portfolio Manager on investment-related matters, including investment evaluation, entity choice for investments, tax and liquidity impact of investments, and asset allocation and reporting.
• Be an integral resource for general business and real estate transactions such as property sales and acquisitions, entity structures, tax strategies, and working with private and institutional capital sources for all entities of the Brooks Family.
• Work with the Liv 401(k) committee.
• Work on special projects as assigned.

Qualifications

• Certified Public Accountant (CPA) and 15 years relevant accounting/tax/real estate experience.
• Highly collaborative leader possessing both creative and analytical insights.
• Previous involvement in real estate structuring, capitalization, and tax planning.
• Demonstrated leadership in business strategy and planning.
• Deep understanding of capital markets and diversified investment portfolio management
• Servant leader with proven ability to lead by example, support the growth of direct reports, and empower team members.
• Demonstrates effective verbal, written, and presentation skills, which will enable clear, concise communication with team members and outside parties.
• Absolute confidentiality regarding corporate and family finances and activities (avoid actions that put family security or reputations at risk).
• Act always in a manner that is consistent with the family’s commitment to the highest standards of ethics and best practices of the finest public or private companies.
• Socially interact in the community with poise and friendliness.
• Highly proficient in common work tools and applications including Word, Excel, Outlook, Adobe Acrobat, etc.
• Experience with Archway or similar family office accounting platforms is a plus.

This job description in no way states or implies that these are the only duties to be performed by the team member occupying this position. Team members will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor.

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