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.