Senior Specialist | Private Finance & Accounting
Gladstone, OR Accounting & Finance
Job Type
Full-time
Description

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. You will be responsible for:

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

This is a high-trust position requiring discretion, accountability, and sound judgment when handling sensitive financial information.


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.