Personal Financial Manager

Sterlington, PLLC; A distancia; MXN 200,000 - 400,000; A tiempo parcial

Descripción de la vacante

A leading law firm is seeking a qualified accountant to serve as Financial Controller in a remote capacity. You will provide high-level financial management support while overseeing personal financial operations and maintaining financial records. The ideal candidate will have 5-8 years of experience in accounting with a strong understanding of trust structures and excellent attention to detail. This role offers a unique opportunity to work directly with the senior partner and improve financial management processes.

Formación

• 5-8 years of accounting experience, preferably including family office or high-net-worth client service.
• Strong understanding of trust structures and multi-entity accounting.
• High degree of discretion and ability to handle confidential information.

Responsabilidades

• Oversee personal financial operations across multiple entities.
• Maintain accurate financial records and produce regular reports.
• Provide proactive financial insights and recommendations.

Conocimientos

Attention to detail

Confidential information handling

Organizational skills

Communication skills

Proficiency with accounting software

Educación

Qualified accountant (CPA, CA, ACCA or equivalent)

Herramientas

Accounting software

Financial management platforms

Descripción del empleo

Reports to: CEO Department: Finance Location : Remote (Global) Type : Independent Contractor

About Sterlington

Sterlington is a full-service law firm that combines legal and commercial excellence with modern ways of practicing. Our high-caliber partners work on complex business matters with a tailored approach to client service and a focus on financial flexibility and innovation.

We are the ultimate law firm for private clients, private capital, senior executives, founders, HNWIs and family offices, as well as related businesses, in both corporate and litigation matters. We take a commercial and holistic approach to the legal and business needs of our clients.

The Opportunity

We are seeking a qualified accountant to serve as Financial Controller providing personal financial support to the founder of a global international law firm. This is a unique opportunity to provide high-level financial management and strategic support for complex personal financial structures, working directly with the senior partner in a fully remote capacity.

Key Responsibilities

• Oversee personal financial operations across multiple entities, including trusts and estate planning structures
• Maintain accurate financial records and produce regular reporting on assets, liabilities, and cash flow
• Coordinate inter-entity transfers and ensure proper documentation and compliance
• Monitor and reconcile bank accounts across various entities and jurisdictions

Operational Support

• Manage bill payment processes and vendor relationships
• Track and organize investment holdings and related documentation
• Coordinate with external advisors including wealth managers, attorneys, and tax professionals
• Maintain organized financial filing systems and ensure document retention protocols

Strategic Partnership

• Provide proactive financial insights and recommendations to support decision-making
• Identify opportunities for process improvement and operational efficiency
• Anticipate financial management needs and develop solutions independently
• Serve as trusted partner on confidential and sensitive financial matters

Qualifications

• Qualified accountant (CPA, CA, ACCA, or equivalent professional certification)
• 5-8 years of accounting experience, preferably including family office, private wealth, or high-net-worth client service
• Strong understanding of trust structures, estate planning entities, and multi‑entity accounting
• Excellent attention to detail and commitment to accuracy in financial record‑keeping
• High degree of discretion and ability to handle confidential information with integrity
• Exceptional organizational skills and ability to manage multiple priorities independently
• Excellent written and verbal communication skills
• Proficiency with accounting software and financial management platforms