Senior Personal CFO & Family Office Lead

Corient; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) Matching

Medical plans (4 options)

Dental/Vision/Life Insurance

Disability Insurance

Parental Leave

Professional Development

Job summary

Corient seeks a finance professional to manage client financial operations within a leading wealth-management team. You will lead onboarding, establish reporting and processes, and oversee accounting, cash management, payroll, and financial administration for diverse client entities.

The role emphasizes accurate reporting, client service, and collaboration with wealth managers, tax professionals, and attorneys. CPA or public accounting background is preferred, with four days in the office.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5-8 years of relevant experience, ideally within a multi-family office, family office, or related professional services environment.
• CPA or prior public accounting experience preferred.
• Role expected to be in the office four days per week.

Responsibilities

• Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
• Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
• Review financial reports, reconciliations, and year-end reporting to ensure accuracy, timeliness, and high client service standards.
• Support a range of family office activities, including gifting, charitable giving, and special financial projects; manage bill pay and cash operations.
• Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
• Serve as a trusted day-to-day contact for clients and coordinate with wealth managers, tax preparers, attorneys, and other advisors.

Skills

Accounting

Cash management

Investment reporting

Financial operations

Client service

Education

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

Job description

Corient seeks a finance professional to manage client financial operations within a leading wealth-management team. You will lead onboarding, establish reporting and processes, and oversee accounting, cash management, payroll, and financial administration for diverse client entities.

The role emphasizes accurate reporting, client service, and collaboration with wealth managers, tax professionals, and attorneys. CPA or public accounting background is preferred, with four days in the office.