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Details
  • Location: New York NY
  • Type: Perm
  • Job #26195

Company Overview:
A single family office managing around $1 billion is seeking an experienced Director of Finance to oversee financial operations across a diversified balance sheet. The role involves working with a team of 13 professionals, including two dedicated finance staff members, and reports directly to the Principal.

Job Responsibilities:

  • Maintain accurate financial records using Sage Intacct, QuickBooks, and Arch
  • Assess and refine financial processes, internal controls, and workflows
  • Lead liquidity planning, monitor account balances, and prepare cash projections and budgets
  • Manage accounts payable, including operating invoices, wire transfers, and Bill.com processing
  • Direct management of one senior accountant
  • Facilitate month-end close and reconcile various accounts
  • Coordinate with external tax advisors and prepare tax workpapers
  • Prepare quarterly net worth and spending reports
  • Manage accounting operations for family-owned businesses and ensure compliance with sales tax filings
  • Review operating expenses and prepare spending reports
  • Manage accounting for the family's charitable foundation and ensure compliance with nonprofit regulations
  • Act as liaison between family and financial advisors, bankers, and attorneys
  • Assist with documentation for new investments and track capital calls, distributions, and valuations
  • Oversee compliance with internal control procedures

Qualifications:

  • 7–12 years of accounting experience, preferably in a family office or UHNW environment
  • CPA license is a plus
  • Experience with Sage Intacct is required

Compensation:
Salary: $175,000 – $250,000, Plus Bonus
 

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