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Finance and Accounting for Single Family Office

Confidential Company
New York, NY Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 2/20/2025

Finance and Accounting for Single Family Office


New York Citybased single family office seeks exceptionally intelligent and responsible Finance and Accounting specialist to collaborate closely with our CFO and other key team members. Our team has a comprehensive approach to address all financial needs of the family office and associated entities.


Responsibilities will include:

  • Taking point on financial reporting to ensure timely, accurate, and useful information flow to principals
  • Implementing and optimizing technology and software systems
  • Creating and maintaining meticulous financial records and documentation
  • Daily accounting operations including accounts payable processing, general ledger management, and preparation of bank reconciliations
  • Monitoring cash balances for various accounts and entities, creating and maintaining projections, and liaising with banks to ensure that liquidity needs are met
  • Coordinating closely with our tax team on tax preparation, filings, and payments
  • Monitoring and analysis of investments with the potential to support strategy and planning
  • Strategically thinking through different scenarios and presenting analyses and options
  • Ensuring compliance with regulatory requirements and accounting standards
  • Providing input on a broad set of financial and operational initiatives to optimize outcomes


Outstanding research, analysis, and communication skills are required, as is a strong fluency with Excel. An efficient, detail-oriented approach and a no-task-too-small mentality are also very important. The person in the role must be able to handle sensitive and confidential information with discretion. A CPA license and/or family office experience is not required but would be a plus.


This is a full-time opportunity to be part of a lean and highly talented team within a positive and respectful organization where truly outstanding performance is recognized and rewarded. The right candidate will be enthusiastic about contributing in a wide range of ways and growing with the role; our goal is to hire for the long term. The position offers a starting salary range of $200,000 to $250,000 per year, a sign-on bonus, and a generous benefits package. Compensation will be commensurate with credentials, experience, and demonstrated ability. If interested, please submit cover letter and resume.

Salary : $200,000 - $250,000

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