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NorthPoint Search Group
Associate Director, Personal CFO ServicesNorthPoint Search Group • Atlanta, GA, United States
Associate Director, Personal CFO Services

Associate Director, Personal CFO Services

NorthPoint Search Group • Atlanta, GA, United States
30+ days ago
Job type
  • Full-time
Job description

Associate Director, Personal CFO Services

Senior accounting professionals with 812+ years of partnership or complex entity accounting experience and strong Sage Intacct expertise.

Lead complex partnership, trust, and multi-entity accounting for ultra-high-net-worth family structures within a Personal CFO Services environment.

Full-time leadership role within an expanding team.

Hybrid or remote flexibility (details shared during interview process).

Join a growing Personal CFO Services team and oversee sophisticated family office accounting structures in a high-impact, high-visibility role.

Competitive and commensurate with experience (details provided during interview process).

Role Overview

The Associate Director is a senior, hands-on accounting leader responsible for overseeing complex partnership, trust, and entity accounting. This role requires deep technical expertise, strong judgment, and the ability to independently manage intricate accounting workstreams in a fast-paced, high-expectations environment.

Key Responsibilities

  • Oversee partnership, trust, and complex entity accounting for ultra-high-net-worth family structures
  • Serve as subject-matter expert for Sage Intacct, including chart of accounts design and dimensional reporting
  • Lead Sage implementations, system conversions, and client onboarding initiatives
  • Review general ledger activity, reconciliations, allocations, and financial statements
  • Maintain partner capital accounts, allocations, contributions, and distributions
  • Prepare and review financial statements and supporting schedules
  • Present accounting structures and reporting matters in client meetings
  • Identify accounting risks and inefficiencies; recommend process improvements
  • Serve as escalation point for complex accounting matters
  • Support standardized accounting policies, procedures, and internal controls

Qualifications

Required

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA strongly preferred
  • 812+ years of partnership, family office, public accounting, fund administration, or complex entity accounting experience
  • Deep technical knowledge of partnership accounting and financial reporting
  • Hands-on experience with Sage Intacct or similar enterprise accounting systems
  • Strong analytical skills and exceptional attention to detail
  • Ability to independently manage multiple complex workstreams

Preferred

  • Experience supporting ultra-high-net-worth families and multi-entity structures
  • Experience with accounting system implementations or data transitions
  • Strong written and verbal communication skills
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Associate Director, Personal CFO Services • Atlanta, GA, United States

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