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 5-8 years of accounting experience, with a strong preference for those with family office or high-net-worth (HNW) background

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.

elf-motivated, collaborative, and adaptable to evolving tasks and priorities.