Chat with us, powered by LiveChat

Search Opportunities Across the U.S.

Explore open positions tailored for professionals, leaders and executives.

Addepar Reporting Specialist

Tampa, FL

Employment Type: Permanent Position Function: Accounting / Finance Job Number: 16763848

Job Description

About Our Client

Our client is an outsourced family office and private wealth firm currently headquartered in Denver, with a strategic initiative to establish its new home office in Tampa, Florida. The firm serves high-net-worth and ultra-high-net-worth families, typically managing assets between $5M and $100M+. Operating with a consulting-first approach, the firm moves beyond traditional asset management to solve complex financial and operational problems, including business consulting, estate planning coordination, and comprehensive balance-sheet reporting. The firm is currently undergoing a full operational rebuild and a "clean reset" of its culture, focusing on building a scalable, process-driven organization with a high-trust, small-business feel.

The Opportunity

This is a newly created, critical role designed to internalize the firm s reporting expertise and eliminate reliance on manual tracking and outsourced partners. As the Reporting Specialist, you will "live and breathe" Addepar, a powerful and flexible financial reporting platform. You will own the day-to-day data management and report generation for complex family balance sheets that include traditional investments alongside real estate, private placements, and unique collectibles. This is an opportunity to be a foundational member of a rebuilding team, with a clear path toward leadership as you take full ownership of the reporting ecosystem.

What You Will Do

  • Lead Addepar Management: Own the creation, configuration, and generation of reports within the Addepar platform.
  • Manage ongoing data input and analytics for diverse asset classes, including investment accounts, operating entities, insurance policies, and liabilities.
  • Configure multi-generational ownership structures and customized visibility rules to ensure accurate reporting for various family stakeholders.
  • Build and maintain billing definitions at the household level to ensure proper configuration for finalization by the Director of Operations.
  • Collaborate directly with internal advisory teams to implement new clients and formalize a scalable onboarding process.
  • Identify missing data, clarify discrepancies, and perform manual updates for assets that do not link automatically, such as real estate and art collections.

Who You Are

  • You possess strong experience in data management and reporting specifically within a financial services environment (RIAs, Multi-Family Offices, or Private Wealth).
  • You are comfortable working in complex systems and have a demonstrated ability to maintain high data accuracy.
  • Direct experience with Addepar is highly preferred; however, experience with comparable platforms like Black Diamond, Orion, or Tamarac will be considered for candidates with strong reporting fundamentals.
  • You genuinely enjoy data organization, analytics, and the process of continuously improving a reporting system.
  • You are comfortable working in a small-office dynamic and are willing to travel occasionally for firm events or the initial ramp-up period.
The Ideal Candidate is a reporting professional who thrives on the technical "heavy lifting" of data organization and enjoys solving the puzzles of complex financial structures. You are someone who wants to move away from "plug-and-play" reporting into a role where you can truly own the end-to-end process for sophisticated client families. While a degree is valued, the firm prioritizes practical experience and a proven track record of maintaining accuracy in complex financial platforms. You are likely seeking a role where your expertise directly impacts firm growth and where you can eventually transition from executing reports to leading the entire reporting function.

Why Join the Team?

This firm offers a rare chance to join a growing organization during a strategic reset, allowing you to help build the operational foundation correctly from the ground up. The culture is inclusive, respectful, and process-oriented. You will work in a high-trust, high-impact environment with meaningful upside, including a base salary, a performance-based bonus of 10 20%, and a full benefits package. As the firm executes its plan to double in revenue, your role is positioned for significant compensation growth and an expanded leadership scope.

________________________________________

About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

Meet Your Recruiter

Tabatha Valentin-Elliott
National Talent Acquisition Recruiter

Tabatha Valentin‑Elliott serves as National TA Recruiter at Naviga, bringing over eight years of recruiting experience, more than four of which have been dedicated to executive search in both corporate environments and agency settings. She joined Naviga in September 2024, and leads national-level recruitment assignments for global organizations.

With deep expertise in sales leadership and management hiring across industries including SaaS/technology, legal, professional services, and material handling/logistics, Tabatha excels at identifying leaders who align with both functional and cultural imperatives.

Her career path includes leadership roles in customer service, retail, medical manufacturing, and sales. At Medtronic, she served as Head Recruitment Chair for an employee resource group, spearheading diversity and inclusion initiatives and gaining critical insight into the real-world pressures of hiring and retention. This experience refined her approach to aligning candidate capabilities and cultural fit, especially under tight timelines and complex stakeholder dynamics.

Tabatha’s executive search methodology emphasizes trusted partnership with hiring managers and recruiters. She invests time upfront to understand each role’s specific business priorities, team dynamics, and any past recruiting challenges. One standout placement involved a Finance Director role in an M&A context, which required coordinating across multiple stakeholder groups. By aligning priorities and influencing budget decisions, Tabatha helped secure a candidate who delivered immediate impact and exceeded expectations.

In her work, Tabatha helps clients overcome a common obstacle: inflexible expectations. Leveraging market intelligence, candidate feedback, and hiring trends, she provides consultative guidance that helps clients adapt and stay competitive in talent acquisition.

Outside her recruiting practice, Tabatha is passionate about baking and mastering the science behind it—and brings that same curious, precise mindset to every search she leads. She describes herself as a “matchmaker of sorts,” specializing in connecting candidates and clients in ways others might overlook. For Tabatha, the most rewarding aspect of her role is creating win‑win outcomes: helping companies scale with top talent while supporting candidates through often stressful career transitions.

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Tampa, FL

Discover exciting job opportunities in the vibrant Tampa, Florida area! Nestled along the stunning Gulf Coast, Tampa offers job seekers a perfect blend of career growth and leisure, with its beautiful beaches, thriving cultural scene, and endless entertainment options. From exploring the iconic Tampa Riverwalk to catching a show at the Straz Center for the Performing Arts, or cheering on the beloved Tampa Bay Buccaneers at Raymond James Stadium, this region has something for everyone. Embrace the sunshine state lifestyle, savor the delicious Cuban sandwiches, and explore local treasures like the Salvador Dali Museum in nearby St. Petersburg. Join us in Tampa Bay and unlock a world of possibilities for your career!