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Confidential Company · New York
About the Company
A single-family office in New York City is seeking an exceptionally bright and dependable finance and operations generalist to join their in-house team.
About the Role
The individual in this role will support the CFO and work alongside other key team members to comprehensively address the financial needs of the family office and its associated entities.
Responsibilities
Daily accounting operations including accounts payable processing, general ledger management, and preparation of bank reconciliations
Creating and maintaining financial records and documentation
Monitoring cash balances for various accounts and entities, generating and updating projections, and liaising with banks to ensure that liquidity needs are met
Leveraging and optimizing technology and software systems
Assisting with financial reporting matters
Coordinating with other in-house teams, including legal and tax, on financial and operational initiatives
Ensuring compliance with regulatory requirements and accounting standards
Qualifications
Outstanding problem-solving and communication skills are required, along with fluency with Excel. An efficient, meticulous approach and a no-task-too-small mentality are also important. The individual should be process-oriented, inquisitive, and proactive, and they must handle sensitive and confidential information with discretion. A CPA license and/or prior family office experience is a plus.
Required Skills
Outstanding problem-solving skills
Fluency with Excel
An efficient, meticulous approach
A no-task-too-small mentality
Process-oriented, inquisitive, and proactive mindset
Ability to handle sensitive and confidential information with discretion
Preferred Skills
CPA license
Prior family office experience
Pay range and compensation package
This is a unique opportunity to join a best-in-class team within a positive and respectful organization that hires for the long run. The position offers a starting salary range of $150,000 to $200,000 per year, a sign-on bonus, and a generous benefits package. Compensation will be commensurate with credentials, experience, and demonstrated ability.
Details
| Company | Confidential Company |
| Location | New York |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $1,50,000 – $1,50,000 / yr |