Finance & Operations Associate

About the Role

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. This individual 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.

Key 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 skills
• Outstanding communication 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