Family Office Accounting Manager

As the Family Office Accounting Manager, you'll spearhead accounting operations, budgeting, financial reporting, and vendor relationships across multiple entities.

Key Responsibilities

• Accounting & Financial Reporting

  • Maintain full accounting records and oversee monthly, quarterly, and annual financial statements.

  • Perform detailed account reconciliations and analysis across various legal entities and locations.

• Budgeting & Cash Flow

  • Develop and manage annual budgets, forecasts, and cash flow projections.

  • Monitor daily cash activity and address short- and long-term liquidity needs.

• Systems & Reporting

  • Oversee accounting software, maintain system integrity, and design meaningful financial reports.

  • Analyze spending and cost trends, including high-card and miscellaneous expenses.

• Banking & Currency

  • Manage multi-currency banking relationships, wire transfers, and payments.

• Vendor & Contract Management

  • Negotiate, review, and manage vendor and service provider contracts.

  • Administer insurance policies and coverage.

• Governance & Compliance

  • Develop and enforce financial policies, internal controls, and expense reimbursement procedures.

  • Coordinate with external advisors during tax and audit processes.

  • Identify process inefficiencies and implement improvements.

Experience & Qualifications

• Education: Bachelor's degree in Accounting, Finance, or related field. CPA or equivalent preferred.

• Professional Experience:

  • Minimum 8 years of accounting experience, with a strong preference for those with family office or high-net-worth (HNW) background simplyhired.com+8pageexecutive.com+8careerbuilder.com+8.

  • Proven experience managing multi-entity accounting operations.

• Technical Skills:

  • Proficient in Microsoft Office and accounting platforms (e.g., QuickBooks, NetSuite).

  • Strong analytical, problem-solving, and organizational abilities.

• Personal Qualities:

  • Exceptional attention to detail, discretion, and professionalism.

  • Effective communicator with experience engaging HNW individuals and family office teams.

  • Self-motivated, collaborative, and adaptable to evolving tasks and priorities.