SunEnergy1

Family Office Accounting Manager

Family Office Accounting Manager
Notice info
LocationStamford, CT
Job Typefull time
On-site
Utilities

About This Job

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.

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