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 to 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
Senior Accounting Associate in New York City Metropolitan Area at Nextera Search
This position is listed as full time and onsite. It was posted yesterday.