UHNW Private Client Accounting Analyst

SRI Conference; City of Albany (NY); On-site; USD 55,000 - 71,000; Full time

Benefits offered by this job

Discretionary bonus eligibility

Job summary

Goldman Sachs is seeking an Analyst to help build a private client accounting and payment services offering for UHNW clients in Albany, NY. You will support end-to-end bill payment, invoicing, and vendor management.

The role requires professional accounting expertise, multi-entity experience, and strong Excel skills, with collaboration across PWM, Product, Engineering, Compliance, and Legal to evolve the product.

Qualifications

• Bachelor's Degree Required, preferably in Accounting, Finance, or a related field.
• ACCA/CPA certification is highly desirable
• A minimum of 1 year of experience in accounting, financial management, or family office operations
• Experience in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
• Proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms
• Exceptional Excel skills
• Excellent interpersonal skills and a desire to work in a team oriented environment
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment

Responsibilities

• Be part of a team responsible for comprehensive accounting and payment services, leveraging agentic AI technology to deliver this offering at greater scale and quality.
• Drive detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities.
• Monitor and coordinate cash management across various accounts and entities
• Processing of client accounts payable
• Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies. Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities
• Serve as a key liaison to facilitate communication between clients, advisor teams, and the Bill Pay team
• Complete data entry tasks associated with client record keeping and reporting requirements
• Liaise with advisor teams to coordinate 1099 preparation and mailings
• Serve as a primary point of contact for client communications related to billing and financial matters.
• Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering

Skills

Excellent interpersonal skills

Self-starter

Detail oriented

Multi-tasking

Team oriented

Education

Bachelor's Degree in Accounting/Finance or related field

ACCA/CPA certification

Tools

Intacct

NetSuite

QuickBooks

Excel

Job description

Goldman Sachs is seeking an Analyst to help build a private client accounting and payment services offering for UHNW clients in Albany, NY. You will support end-to-end bill payment, invoicing, and vendor management.

The role requires professional accounting expertise, multi-entity experience, and strong Excel skills, with collaboration across PWM, Product, Engineering, Compliance, and Legal to evolve the product.