Family Office Accounting Manager

Overview

An investment advisory firm is looking for a Family Office Accounting Manager to join their team in Melville, NY.

Compensation : 125-160k

Responsibilities

• Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients
• Liaise and develop strong working relationships with internal service team members
• Develop and maintain strong working relationships with the firm's highest profile clientele
• Review and manage cashflow planning for high net-worth clients including budgeting and forecasting
• Review and provide timely and accurate financial reports and analyses
• Oversee and manage all aspects of asset movement within the department
• Conduct regular reconciliations and reviews of banking platform access and activities, bill.com activities and Quickbooks reconciliations for compliance
• Perform ad‐hoc financial analyses and execute projects as required
• Implement and oversee client household payroll
• Supervision, mentorship and development of junior staff

Qualifications

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