Accounting Office Manager
Family Office
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
Educatio n: Bachelors degree in Accounting, Finance, or related field. CPA or equivalent preferred
Professional Experien ce:
Minimum 5-8 ye ars of accounting experience, with a strong preference for those wi th family off ice or high-net-worth (H NW) background
Proven experience managing multi-entity accounting operatio ns
Technical Skil ls:
Proficient in Microsoft Office and accounting platforms (e.g., QuickBooks, NetSuite).
Strong analytical, problem-solving, and organizational abiliti es.
Personal Qualiti es:
Exceptional attention to detail, discretion, and professionalism.
Effective communicator with experience engaging HNW individuals and family office teams.
elf-motivated, collaborative, and adaptable to evolving tasks and priorities.
$184.1k - $306.8k
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