Financial Reporting Associate — Family Office
Pathstone
Pathstone, located in Atlanta, GA, is seeking a Reporting Associate to support financial reporting for ultra-high-net-worth clients. You will handle data integrity, perform reconciliations, and maintain accurate financial records across multi-entity structures. This role offers a hybrid work arrangement, extensive training, and a chance to contribute to meaningful financial management. Ideal for those aiming to develop expertise in family office accounting. #J-18808-Ljbffr Pathstone
$125k - $150k
...Senior Financial Planner Join Aprio's Wealth Management team, and... ...implementation. Prepare and deliver reports, presentations, and planning... ...and ultra-high-net worth families ~ Excellent interpersonal... ...~ Proficiency in Microsoft Office Suite; experience with...Work at officeFull timeLocal areaRemote workFlexible hours- ...within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using... ..., managing, monitoring, and reporting risks of all types. Essential Duties... ...Working Conditions Normal office environment. Extending viewing...Work at officeWork experience placement
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused... ..., monitoring, and reporting risks of all types. Essential... ...: Normal office environment. Extending... ...Fifth Third Bank, National Association is proud to have an engaged...Work at officeWork experience placement
$70k - $80k
Job Title: Financial Controls Associate FLSA Status: Exempt, Full-Time Salary: $70,000 - $80,000 - Depending... ...administration, measuring and reporting progress, and analyzing cost or budgetary... ...skills - SharePoint, Microsoft Office Suite - particularly Excel. Knowledge...Work at officeFull timeContract workFor contractorsWork experience placementRemote workWork from homeFlexible hoursAfternoon shift- Financial Aid Advisor - Higher Education Department: Financial... ...students, and their families, to ensure student is... ...programs. Submits reports to federal and state... ...4-8 objectives with associated activities and KPI’s (... ...proficiency with Microsoft Office, Windows XP, Word,...Work at officeFull timeLocal area
- Financial Aid Counselor Oglethorpe University - Atlanta, GA 30319 Overview... ...Education Description The Office of Financial Aid at... ...as a Financial Aid Counselor. Reporting to the Director of Financial... ...Responsibilities Counsel students and families within the boundaries of...Work at officeFull timePart timeLocal areaRemote workWork from homeShift workWeekend workAfternoon shift
- ...Retail Personal Banker Associate II - Cobb County... ...Retail Personal Banker job family. The Retail Personal Banker... ..., monitoring, and reporting risks of all types.... ...consultative sales process and Financial Needs Assessment to... ...Normal office environment. Extending...Work at officeWork experience placement
- ..., GA, with additional offices in Palm Beach Gardens... ...investment management, and family office services to... ...Elevated—bringing unwavering financial peace of mind to the... ...Wealth is seeking an Associate Wealth Advisor to... ...planning, CRM, and portfolio reporting software....Work at officeRemote work
$50k - $60k
...ARE LOOKING FOR The Associate Finance Analyst is responsible... ...for the overall financial management for our... ...commercial agreement, reporting and general day-to-day... ...domestic and international offices for intercompany... ...status, marital status, family status, physical or mental...Work at officeFull timeTemporary workLocal areaWork from homeWorldwideFlexible hours$71.09k - $118.5k
...everyone’s opportunity for a better financial future.*****We will do this... ...for GAAP and Statutory reporting requirements.* Analyzes results... ...principles* Strong Microsoft Office Suite knowledge including... ...in mind: To help you and your family be well and stay well.****What...Work at officePart timeWork experience placementLocal areaFlexible hours$56.31k - $73.68k
The State Accounting Office (SAO) provides accounting and financial reporting expertise for the State and is statutorily responsible for statewide financial reporting. The SAO also provides enterprise oversight and management of the State’s Enterprise Resource Planning...Work at officeWork experience placementH1b- ...today. Represents the Hospital in financial matters pertaining to obtaining payment... ...with Admitting, Business Office, patients and family members while the patient is hospitalized... ...) year experience in collection, OR Associates Degree in Business or related field...Work at office
- Wellroot Family Services is seeking a Staff Accountant in Tucker, Georgia. This hybrid role will involve managing billing, financial reporting, and accounting for grants and contracts. The ideal candidate... .... Proficiency in Microsoft Office, especially Excel, is essential....Work at office
- ...position is not remote or hybrid, it is in-office only. Benefits Include: 401(k) Company... ...Insurance (Dependents & Spouse) Paid Family Medical Leave Paid Federal Holidays Paid... ...recommendations for resolution. Review inspection reports and draw documents for accuracy, and for...Work at officePermanent employmentFull timeContract workBank staffImmediate startMonday to FridayFlexible hours
- ...BT Family Office Associate Job Category: Family Office Requisition Number: BTFAM001312 Full-Time... ...with excellent communication and financial management skills. The ideal candidate... ...financial statements and other accounting reports which accurately reflect the financial...Work at officeFull timeLocal area
- ...objective and sound personal financial planning and financial advisory... ...Wealth Advisors and Wealth Associates. Continuously act as a culture... ...as leaderboards, pipeline reporting and other sale management tools... ...applications, such as Microsoft Office software products. Must be...Work at officeLocal area
$150k - $250k
...Aprio, you are responsible for advising families on building, preserving and managing their... ...at the intersection of Tax Planning, Financial Planning, and investment Management. You... ...knowledge in Excel with experience in Microsoft Office products. ~ Knowledge of financial...Work at officeFull timeLocal areaRemote workFlexible hours- ...objective and sound personal financial planning and financial advisory... ...Wealth Advisors and Wealth Associates Continuously act as a culture... ...as leaderboards, pipeline reporting and other sale management tools... ..., such as Microsoft Office software products ~ Must be...Work at officeFull timePart timeLocal area
$85k - $100k
...Sr. Financial Planner (Atlanta, GA) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning... ...This position may be in a professional office environment or a dedicated home office workspace...Work at officeTemporary workHome officeMonday to FridayFlexible hours$52k - $64k
...Join to apply for the Financial Consultant (Remote Eligible) role at... ...inclusive environment, and our associates dedicate thousands of hours... ...knowledge of Windows, Microsoft Office Software (Word, Excel,... ...and long-term disability, and Family and Medical Leave (FMLA) Business...Work at office16 hoursFull timeTemporary workWork experience placementCasual workLocal areaRemote workWork from homeWork visaFlexible hours- ...Location: Atlanta GA ( Hybrid) Reporting to the IT Infrastructure... ...of success for Georgia's families and businesses. This position... ...implementing, and migrating to Office 365, Advanced Networking Concepts... ..., particularly Office 365, associated benefits as well as pitfalls,...Work at officeFull time
- Pathstone is seeking a Senior Reporting Manager in Atlanta to oversee financial reporting for ultra-high-net-worth clients. You will lead financial close... ...’s degree and has 5-8 years of experience in family office or private wealth environments. This role offers a...Work at officeFlexible hours
- ...with the enduring values of family ownership, stewardship, and principled... ...help create a modern family office-style experience that... ...the family Translate complex financial and operational topics into clear... ...System (SMS), dividends, and reporting Collaborate across Finance,...Work at office
- ...partnering with a boutique family law practice in Atlanta adding an associate to support a growing... ...often involve sophisticated financial issues, with a strong... ...team is primarily in the office due to court and... ...This form will be used for reporting purposes only and will be...Work at office
- ...Job Title: Netsuite Financials Techno-Functional Consultant Job Location: New Jeresey, Florham Park (Work from Office - 5 Days) Job Type: Contract to Hire (C2H) - Long... ...Experience with SuiteAnalytics (Saved Searches, Reports, Dashboards), Advanced PDF templates,...Work at officeContract work
- A dynamic finance team is on the lookout for a Senior Financial Reporting Accountant to spearhead SEC reporting and technical accounting. This hybrid role involves preparing external financial statements, ensuring compliance with SEC and GAAP, and collaborating cross-functionally...
$54.4k - $111.5k
...II is knowledgeable on financial and risk analysis and... ...managing, monitoring, and reporting risks of all types.... ...in all Microsoft Office softwareWORKING CONDITIONS... ...our employees and their families, encompassing physical... ...responsible for any associated fee.Fifth Third Bank,...Work at officeLocal area- ...Summary of Duties Responsible for financially securing patient accounts for... ...and hospital procedures and office visits, including verifying... .... Supervision Received Reports to Financial Counselor Manager... ...Requires sitting and standing associated with a normal office environment...Work at office
- ...Summary We are seeking an experienced Family Law Attorney to join our law firm. In... ...legal counsel in conjunction with senior associates Negotiate on behalf of clients... ...communication skills Familiarity with Microsoft Office suite Strong negotiation and problem-...Work at officeFlexible hours
$100k - $125k
...Commissions + Benefits Package We’re hiring a Financial Advisor (Associate/Servicing) on behalf of our client—a... ...over time Not comfortable being in-office more frequently during the first year... ...the employee (individual) premium; family coverage available through the group...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Reporting Associate — Family Office. Be the first to apply!
- entry level financial advisor Atlanta, GA
- jde finance consultant Atlanta, GA
- financial advisor Atlanta, GA
- financial planner cfp Atlanta, GA
- financial planner Atlanta, GA
- senior financial advisor Atlanta, GA
- financial planning assistant Atlanta, GA
- financial advisor associate Atlanta, GA
- associate financial representative Atlanta, GA
- financial counselor Atlanta, GA


