Finance Manager

Beyer & Kelley LLC; California (MO); On-site; USD 110,000 - 180,000; Full time

Job summary

Beyer & Kelley LLC is seeking a Finance Manager for a high-net-worth family office. You will oversee treasury, budgeting, cash flow, and financial reporting, coordinating with external advisors to optimize wealth management and investment activity.

Key responsibilities include cash forecasting, investment performance analysis, and governance controls. A strong accounting background and HNW experience are essential for success in this role.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• Strong analytical skills and attention to detail.
• Excellent communication and organizational abilities.
• Tax experience and/or knowledge is a plus.
• Background in high-net-worth accounting or a family office, 5-8+ years preferred.

Responsibilities

• Treasury & cash management: maintain records, reconcile bank statements, forecast cash flow, monitor liquidity and short-term needs.
• Coordinate bill payments, wire transfers, budgeting and reforecasting oversight.
• Prepare financial reports and investment performance analyses, including balance sheets and cash flow summaries.
• Support robust financial controls and governance aligned with the family’s goals.
• Coordinate charitable giving and impact investments; track tax-related exemptions.
• Prepare quarterly investment performance and benchmarking reports; maintain investment logs.

Skills

Strong analytical skills

Education

Bachelor’s degree in finance, accounting, or related field

Tools

Excel

Job description

The Family Office Finance Manager plays a critical role in overseeing financial operations, reporting, and investment coordination within a high-net-worth family office. This position requires a strong understanding of accounting, budgeting, cash flow and financial reporting, and wealth management.

RESPONSIBILITIES

Treasury & Cash Management

• Maintain accurate financial records and manage accounts
• Prepare monthly bank reconciliations
• Perform cash flow forecasting and prepare weekly cash balance reports, monitoring specific accounts daily
• Monitor cash flow, liquidity, and short-term financial needs
• Process bill payments and coordinate wire transfers
• Assist in preparation and oversight of annual budgets and reforecasting
• Prepare financial reports and investment performance analysis, including balance sheets, summaries of real estate investments, marketable securities performance (including returns and diversification), income statements, and cash flow summaries
• Assist in developing and maintaining robust financial controls and governance frameworks in line with the family’s goals
• Coordinate charitable giving and impact investments
• Maintain records and support related to charitable donations and gifts
• Track lifetime exemptions for tax purposes
• Coordinate funding of capital calls for new or existing investments.
• Complete new investment paperwork and coordinate signatures
• Maintain a detailed log of all investment activity
• Prepare quarterly investment performance and benchmarking reports
• Prepare research summary analysis of potential investments

Taxes

• Collaborate with tax preparers to provide necessary information for tax returns
• Identify areas for tax savings and/or perform tax research, as necessary

Liaison with External Advisors

• Collaborate with external professionals such as attorneys and investment advisors
• Ensure seamless communication and coordination between the family office and external experts

QUALIFICATIONS

• Bachelor’s degree in finance, accounting, or related field
• Strong analytical skills and attention to detail
• Tax experience and/or knowledge is a plus
• Excellent communication and organizational abilities
• Strong Excel skills are required
• Background in HNW accounting or a family office, 5-8+ years preferred