Senior Accounting Specialist | Private Finance & Accounting

Description

Portland, OR | Executive Accounting & Finance Support |  Senior Private Finance | Multi-Entity Accounting | Executive Financial Partner | High-Net-Worth Accounting 

High-trust role supporting ownership-level financial activity across personal and business entities 

This role supports the financial activities of our Owner/CEO, Jeff Swickard, across both personal and designated business matters. This role requires discretion, accountability, and sound judgment when handling sensitive financial information. You will be responsible for:

• Accurate execution of accounting processes 
• Organized, audit-ready financial records 
• Day-to-day cash flow support 

Why This Role

• Direct exposure to ownership-level financial activity 
• Work across both personal and business financial environments 
• Opportunity to support process improvements and system enhancements 
• Role operates with a high degree of autonomy and responsibility 

What You’ll Do

• Perform day-to-day accounting activities across personal and designated business entities, including transaction processing, reconciliations, and financial recordkeeping 
• Process accounts payable and receivable transactions, ensuring accuracy, timeliness, and proper documentation 
• Maintain and reconcile bank accounts, credit cards, and investment-related accounts 
• Assist in the preparation of monthly, quarterly, and annual financial reports summarizing income, expenses, and cash flow 
• Support cash flow tracking and facilitate timely transfers and funding between accounts as directed 
• Execute bill payment processes, including tracking due dates, preparing payments, and coordinating approvals 
• Maintain organized, accurate, and audit-ready financial records and documentation 
• Support budgeting and forecasting activities by tracking actuals and identifying variances 
• Partner with both internal and external stakeholders by providing requested documentation and information 
• Identify and support opportunities to improve financial processes through standardization, automation, and system enhancements 
• Utilize financial systems and tools to improve accuracy and efficiency in reporting and workflows 
• Assist with financial coordination related to purchases, investments, or asset management activities 
• Provide ad hoc financial reporting and analysis as requested 
• Coordinate with dealership accounting teams, as needed, to ensure alignment of shared financial data 
• Handle sensitive financial information with a high degree of confidentiality and professionalism 
• Other duties as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience) 
• 3 years of experience in accounting, finance, or similar role 
• Experience supporting complex or multi-entity financial environments (preferred) 
• Solid understanding of accounting principles and financial reporting fundamentals 
• High level of discretion and ability to manage confidential information 
• Strong personal accountability and integrity 
• Ability to operate effectively in a high-trust, low-supervision environment 
• Strong attention to detail and organizational skills 
• Proficiency in Excel and financial systems (QuickBooks, ERP systems, CDK, Reynolds & Reynolds) 
• Strong analytical and problem-solving skills 
• Effective communication skills with internal and external stakeholders 
• Interest in process improvement and automation 
• Ability to pass a background and financial credit check 

Benefits of Working at Swickard

• Career Path – Swickard isn’t just a job. You’ll learn and grow into different roles and be able to take on new leadership responsibilities.
• Ongoing training and support
• Opportunities for continued personal and professional growth
• We are an Equal Opportunity Employer and value diversity and inclusion at our company

Competitive benefits package

• Insurance: medical, dental, vision, life and pet insurance
• Optional disability coverage
• 401(k) plan (no company match)
• Paid Time Off & Paid Holidays

About Us

• We were founded in 2014 by Jeff Swickard in Wilsonville, Oregon.
• We’re a hospitality company that happens to sell cars, parts, and service.
• We are a team. Everyone plays a role in our success.
• Our goal is simple: to be our customers’ favorite place to purchase, lease, or service their vehicle—and your favorite place to work.
• Swickard has positioned itself as a leader in highline brands such as Mercedes-Benz, BMW, Volvo, Porsche, Lexus, Audi, Land Rover, and more.
• We are consistently ranked as one of the fastest growing dealership groups in the United States by Automotive News.