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Scalesmartly

Director of Finance

Scalesmartly, Boca Raton

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Sky Gem Solutions is seeking a CPA / Director of Finance to serve as the financial right hand to our CEO, Jason Mandel — a former Wall Street executive with 25+ years at Cantor Fitzgerald, D.E. Shaw, and LeFrak.

This is a high-trust, high-impact role where your insights and precision will directly influence the financial strategy of ultra-high-net-worth families, as well as the growth of our internal portfolio.

If you thrive on ownership, discretion, and building systems that scale — this is your seat at the table.

What You’ll Do

  • Oversee day-to-day finance and accounting operations for Sky Gem Solutions
  • Manage bookkeeping in QuickBooks, including reconciliations and monthly closings
  • Prepare and analyze internal financial reports — P&Ls, cashflows, performance metrics
  • Liaise with external CPAs, tax professionals, and auditors, ensuring compliance and accuracy
  • Lead tax prep and reporting cycles with timely documentation and filings
  • Build and maintain internal systems for cashflow, reporting, and financial documentation
  • Manage the relationship with the fund administrator, overseeing fund tracking, reporting, and project management
  • Prepare and distribute investor communications — electronic subscriptions, monthly letters, and marketing documents
  • Conduct deal evaluation and due diligence on prospective investments
  • Model loan structures, investment frameworks, and overall fund strategy
  • Partner with leadership to align financial operations with growth initiatives and investment opportunities

What We’re Looking For

  • CPA certified (Bachelor’s in Accounting, Finance, or Economics required)
  • Strong working knowledge of QuickBooks and Excel
  • Proven experience in financial reporting, modeling, and deal analysis
  • Excellent communicator — comfortable presenting insights directly to leadership
  • Integrity, precision, and ability to thrive in a fast-paced, entrepreneurial environment

Why Join Us

  • $135K–$200K USD/year + performance-based bonuses
  • Paid time off and sick leave
  • Direct partnership with the CEO and leadership team
  • Influence over strategy in a lean, fast-moving firm
  • Real opportunity for long-term career growth

Perfect for: a proactive CPA who wants influence, ownership, and the chance to scale with a high-trust team.

Apply now or message me directly — we’re moving fast.

Keywords: CPA, Director of Finance, Finance Director, Chief Financial Officer, Controller, QuickBooks, Financial Reporting, Fund Accounting, Investment Analysis, Cash Flow Management, Tax Preparation, Audit, Financial Modeling, Due Diligence, Deal Structuring, Private Equity, Ultra High Net Worth, Wealth Management, Boca Raton Finance Jobs

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