Family Office Associate

Landing Point; New York (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

Landing Point in New York is seeking a Family Office Associate to support clients with comprehensive financial analysis and strategic decision-making within a healthcare-focused multi-family office.

The role requires 3–5+ years in accounting or tax at a professional services firm, CPA, and strong financial modeling with Excel proficiency; you will manage reporting, cash flow, and coordination with third-party providers.

Qualifications

• Bachelor’s degree in finance, economics, accounting or related field.
• 3-5+ years of experience at a professional services firm in accounting, audit, or tax roles.
• CPA required; CFP, CFA, or MST a plus but not required.
• Strong financial modeling and analytical skills with proficiency in Excel and data analysis tools.
• Experience managing general ledger and consolidated reporting systems (e.g., Sage, Masttro, Addepar).

Responsibilities

• Support management of third-party accountants in routine monthly close functions.
• Prepare detailed reports, presentations, and recommendations for clients and leadership team.
• Consolidate and report on all family assets, performance reporting, benchmarks, and online reporting system.
• Monitor cash flows, liquidity needs, and short-term funding requirements; oversee day-to-day cash management across clients’ accounts.
• Coordinate wire transfers, bill pay, and budget/expense tracking for clients.
• Identify and optimize cash positions in client accounts.
• Provide support for philanthropic initiatives and oversee disbursement of funds for charitable foundations.
• Assist with coordination and oversight of third-party service providers.
• Work with financial institutions to obtain lending facilities such as credit lines and mortgages.

Skills

Financial modeling

Analytical skills

Excel proficiency

Education

Bachelor’s degree in finance/economics/accounting

CPA (required)

CFP/CFA/MST a plus but not required

Tools

Sage

Masttro

Addepar

Job description

Company Overview

A dedicated multi-family office focused on healthcare investments is seeking a Family Office Associate. This role will support clients with comprehensive financial analysis and strategic decision-making.

Company Overview

A dedicated multi-family office focused on healthcare investments is seeking a Family Office Associate. This role will support clients with comprehensive financial analysis and strategic decision-making.

Job Responsibilities

• Support the management of third-party accountants in routine monthly close functions
• Prepare detailed reports, presentations, and recommendations for clients and the family office leadership team
• Consolidate and report on all family assets, performance reporting, benchmark analysis, and maintain an online reporting system
• Monitor cash flows, liquidity needs, and short-term funding requirementsOversee day-to-day cash management activities across clients’ accounts
• Coordinate wire transfers, bill pay, and budget/expense tracking for clients
• Identify and optimize cash positions in client accounts
• Provide support for philanthropic initiatives and oversee disbursement of funds for charitable foundations
• Assist with the coordination and oversight of third-party service providers
• Work with financial institutions to obtain lending facilities such as credit lines and mortgages

Qualifications

• Bachelor’s degree in finance, economics, accounting, or related field
• 3-5+ years of experience at a professional services firm in an accounting, audit, or tax role
• CPA required; CFP, CFA, or MST a plus but not required
• Strong financial modeling and analytical skills, with proficiency in Excel and other data analysis tools
• Prior experience managing general ledger and consolidated reporting systems (e.g., Sage, Masttro, Addepar)

Compensation: Salary: $100,000 – $125,000, Plus Bonus