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Family Office Accounting Manager

SunEnergy1
Full-time
On-site
Stamford, Connecticut, United States

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:
  • 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.