UHNW Private Wealth Accounting & Billing Analyst

Candidate Experience Site - Lateral; City of Albany (NY); On-site; USD 55,000 - 71,000; Full time

Job summary

Goldman Sachs Family Office is seeking an Analyst to support a private client accounting and payment services offering for UHNW clients. You'll help build out end-to-end bill payment processes, process invoices, ensure timely payments and manage vendor relationships.

This role requires an entrepreneurial mindset with deep accounting expertise, experience with multi-entity structures (trusts, LLCs, partnerships), and strong Excel skills to produce detailed financial reports and cash flow

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• ACCA/CPA certification is highly desirable.
• Minimum 1 year of accounting, financial management, or family office experience.
• Experience in multi-entity accounting (trusts, LLCs, partnerships).
• Proficiency with accounting software (QuickBooks, Intacct, NetSuite) and billing platforms.
• Exceptional Excel skills.
• Excellent interpersonal skills and team orientation.

Responsibilities

• Be part of a team delivering comprehensive accounting and payment services for UHNW clients.
• Process end-to-end bill payments and manage vendor relationships.
• Prepare detailed financial reports, cash flow analyses, budgeting and forecasting.
• Monitor cash management across accounts and entities.
• Process client accounts payable and reconcile accounts.
• Oversee reconciliation of client data for UHNW families and entities.
• Liaise with advisor teams to coordinate 1099 preparation and mailings.
• Serve as primary contact for billing and financial communications.
• Collaborate with PWM Product, Engineering, Compliance and Legal to evolve the product.

Skills

Accounting

Financial reporting

Multi-entity accounting

Excel

Vendor management

Attention to detail

Communication

ACCA/CPA

Education

Bachelor's degree in Accounting/Finance or related field

Tools

QuickBooks

Intacct

NetSuite

Billing platforms

Job description

Goldman Sachs Family Office is seeking an Analyst to support a private client accounting and payment services offering for UHNW clients. You'll help build out end-to-end bill payment processes, process invoices, ensure timely payments and manage vendor relationships.

This role requires an entrepreneurial mindset with deep accounting expertise, experience with multi-entity structures (trusts, LLCs, partnerships), and strong Excel skills to produce detailed financial reports and cash flow