Finance & Operations Associate

Confidential Company; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Sign-on bonus

Generous benefits package

Job summary

Confidential Company in New York City seeks an exceptionally bright finance and operations generalist to support the CFO and join the in-house team. You will handle daily accounting, liquidity management, and financial reporting while coordinating with legal and tax teams.

Required skills include Excel fluency, discretion with confidential information, and a proactive, process-oriented mindset. A CPA license and/or family office experience is a plus.

Qualifications

• Outstanding problem-solving and communication skills, with fluency in Excel.
• Efficient, meticulous approach; no-task-too-small mentality.
• Process-oriented, inquisitive and proactive; handles confidential information with discretion.
• CPA license and/or prior family office experience is a plus.

Responsibilities

• Daily accounting operations including accounts payable processing, general ledger management, and bank reconciliations.
• Creating and maintaining financial records and documentation.
• Monitoring cash balances for various accounts and entities, generating projections, and liaising with banks.
• Leveraging and optimizing technology and software systems.
• Assisting with financial reporting matters.
• Coordinating with legal and tax teams on financial and operational initiatives.
• Ensuring compliance with regulatory requirements and accounting standards.

Skills

Excel fluency

No-task-too-small

Process-oriented

Discretion

Prior family office experience

Education

CPA license

Job description

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.

About the Role

The individual in this role 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.

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 and communication skills are required, along with fluency with Excel. An efficient, meticulous approach and a no-task-too-small mentality are also important. The individual should be process-oriented, inquisitive, and proactive, and they must handle sensitive and confidential information with discretion. A CPA license and/or prior family office experience is a plus.

Required Skills

• Fluency with Excel
• 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

Pay range and compensation package

This is a unique opportunity to join a best-in-class team within a positive and respectful organization that hires for the long run. The position offers a starting salary range of $150,000 to $200,000 per year, a sign-on bonus, and a generous benefits package. Compensation will be commensurate with credentials, experience, and demonstrated ability.