Senior Accounting Associate Nextera Search

CAW Network USA; New York (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

CAW Network USA, a Family Office based in New York, seeks an experienced Senior Accounting Associate to support monthly close, prepare financial reports, and consolidate information across entities. The role partners with tax, legal, and wealth planning teams to enhance liquidity and ensure accurate financial administration.

Requirements include a Bachelor’s degree in Accounting/Finance and CPA; 3-5+ years at a Big Four or mid-tier firm are preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA certification is required.
• 3-5+ years of experience with a Big Four or mid-tier public accounting firm preferred.

Responsibilities

• Support monthly close activities and coordinate with third-party accounting providers.
• Prepare financial reports, presentations, and analyses for clients and senior leadership.
• Consolidate financial information across multiple entities and investments.

Skills

Financial modeling

Analytical skills

Excel proficiency

Education

Bachelor’s degree in Accounting/Finance

CPA

Tools

Microsoft Excel

Data analysis tools

Job description

A Family Office based in New York is seeking an experienced accounting professional to join their team as an A Senior Accounting Associate.

Responsibilities:

• Support monthly close activities and coordinate with third-party accounting providers
• Prepare financial reports, presentations, and analyses for clients and senior leadership
• Consolidate financial information across multiple entities and investments
• Monitor cash flow, liquidity, and short-term funding requirements
• Coordinate wire transfers, bill payments, expense tracking, and other cash management activities
• Review cash positions and identify opportunities to enhance liquidity and returns
• Assist with account openings, investment subscriptions, redemptions, asset transfers, and related documentation
• Partner with tax, legal, and financial advisors on wealth planning and asset protection initiatives
• Support charitable giving, foundation activity, and related financial administration
• Coordinate with investment managers, accountants, attorneys, financial institutions, and other service providers
• Assist with credit facilities, mortgages, and other financing arrangements
• Respond to client requests and support special projects as needed

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA required
• 3-5+ years of experience with a Big Four or mid-tier public accounting firm
• Additional experience within a family office, wealth management firm, or similar environment is preferred but not required
• CFP, CFA, or MST designation is a plus
• Strong financial modeling and analytical skills
• Advanced proficiency in Microsoft Excel and other data analysis tools

Reference No. 61424

$100,000 to $125,000 depending on experience