Accounting Manager, Single Family Office, San Mateo

Andsimple; San Mateo (CA); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Unlimited PTO

Fully covered medical/vision/dental

401(k) matching

Job summary

Andsimple is seeking an Accounting Manager in San Mateo, CA to partner with the CFO in overseeing outsourced accounting activities including invoice review, month-end close, and cash-flow forecasting. The role focuses on expense-report ownership, credit-card analysis, and credit-line management to ensure financial control for an ultra-high-net-worth family office.

Ideal candidates have 7+ years of accounting experience, a bachelor’s in accounting or finance, and strong forecasting, analytical,

Qualifications

• 7+ years of accounting and finance experience.
• Experience with month-end close and forecasting.
• Bachelor's degree in accounting or finance required.

Responsibilities

• Oversee outsourced accounting operations with CFO.
• Review invoices and coordinate month-end close.
• Prepare quarterly spending forecasts and cash-flow projections.
• Own expense-report processes and credit-card analysis.
• Manage credit lines and monitor spending trends.
• Support bank-account funding and relationship management.

Skills

Accounting

Forecasting

Financial analysis

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Google Workspace

Job description

An ultra-high-net-worth family's single family office in San Mateo, California is hiring an Accounting Manager to work alongside the CFO overseeing outsourced accounting - invoice review, month-end close, quarterly spending forecasts and cash-flow projections, expense-report ownership, credit-card analysis and credit-line management. Requires 7+ years' experience and a bachelor's in accounting or finance.

This role supports an Ultra-High-Net-Worth family's Single Family Office. The team's objectives include philanthropic work focused on mental health and enabling the principals to concentrate on their careers (an author and a public-company CEO).

Key responsibilities: collaborating with the CFO to oversee outsourced accounting operations, including invoice review, month-end close coordination, quarterly spending forecasts, and cash-flow projections; monitoring spending trends; handling funding and bank-account management; owning the expense-report process; maintaining credit-card analysis frameworks; and managing credit lines.

Required qualifications: 7+ years of experience, accounting knowledge, forecasting expertise, and proficiency with Office and Google productivity tools; a bachelor's degree in accounting or finance; demonstrated ownership mentality; critical-thinking ability; and strong project-management skills. Benefits: unlimited PTO, fully covered medical/vision/dental for employees and dependents, and 401(k) matching.