Financial Reporting Associate — Family Office

Pathstone; Atlanta (GA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental coverage

Flexible PTO

401(k) plan

Education support

Job summary

Pathstone, located in Atlanta, GA, is seeking a Reporting Associate to support financial reporting for ultra-high-net-worth clients. You will handle data integrity, perform reconciliations, and maintain accurate financial records across multi-entity structures.

This role offers a hybrid work arrangement, extensive training, and a chance to contribute to meaningful financial management. Ideal for those aiming to develop expertise in family office accounting.

Qualifications

• 1-3+ years of experience in public accounting, family office, or financial services.
• Exposure to multi-entity or partnership accounting preferred.
• Strong attention to detail and accuracy.

Responsibilities

• Support monthly, quarterly, and annual close processes.
• Prepare draft entity-level and consolidated financial reports.
• Assist with accounting for investment portfolios.

Skills

Strong Excel skills

Reconciliation capabilities

Detail-oriented

Professional communication

Organizational skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Sage Intacct

Job description

Pathstone, located in Atlanta, GA, is seeking a Reporting Associate to support financial reporting for ultra-high-net-worth clients. You will handle data integrity, perform reconciliations, and maintain accurate financial records across multi-entity structures.

This role offers a hybrid work arrangement, extensive training, and a chance to contribute to meaningful financial management. Ideal for those aiming to develop expertise in family office accounting.