Financial Operations Manager - Wealth & Reporting

Trove FS, LLC; New York (NY); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Discretionary bonus targets

Retirement plan matching

Medical and dental benefits

Job summary

Trove is a leading multi-family office based in New York, seeking a Financial Operations Manager to oversee client accounting, reporting, and operational efficiency. You will manage accounting functions, ensure regulatory compliance, and support technology-driven solutions to enhance financial operations.

You will lead a team of accountants, coordinate with tax advisors, and drive process improvements using Sage Intacct, NetSuite, and Addepar to improve data integrity and reporting accuracy.

Qualifications

• 6+ years in financial operations, accounting, or wealth management.
• Strong experience in investment reporting, financial controls, and regulatory compliance.
• Ability to lead teams and manage client relationships.

Responsibilities

• Oversee financial operations for client accounts, ensuring accuracy and compliance.
• Lead accounting functions, financial reporting, and asset consolidation.
• Drive controls, risk management, and multi-jurisdictional tax coordination.
• Collaborate with external tax advisors on planning and compliance.
• Manage a team of accountants, ensuring timely, within-budget deliverables.

Skills

Financial operations

Accounting accuracy

Regulatory compliance

Team leadership

Client relationships

Communication

Education

Bachelor's degree in finance/accounting

Tools

Sage Intacct

NetSuite

Addepar

Job description

Trove is a leading multi-family office based in New York, seeking a Financial Operations Manager to oversee client accounting, reporting, and operational efficiency. You will manage accounting functions, ensure regulatory compliance, and support technology-driven solutions to enhance financial operations.

You will lead a team of accountants, coordinate with tax advisors, and drive process improvements using Sage Intacct, NetSuite, and Addepar to improve data integrity and reporting accuracy.