Finance & Operations Associate

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 Outstanding communication skills Fluency with Excel An efficient, meticulous approachA 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.