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The salary range for this position is $190,000 - $200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m.
Job Responsibility
Own the full-cycle accounting function for the family office management companies, including maintenance of the general ledger, chart of accounts, and all subsidiary records
Lead the monthly, quarterly, and annual close process
Prepare consolidated management company financial reports and variance analyses for the CFO and family principals
Maintain all accounting records in compliance with tax basis of accounting
establish and document consistent accounting policies and procedures
Manage intercompany transactions and allocations across all entities
Lead the annual budget process for the management companies, coordinating with department heads and senior leadership to develop operating expense budgets
Partner with HR and department heads on compensation planning, benefits cost projections, and headcount forecasting
Support the CFO in ad hoc financial analysis, scenario modeling, and strategic initiatives
Oversee daily cash management across all operating accounts
maintain appropriate liquidity for payroll, vendor payments, and ongoing operating expenses
Develop and maintain short- and medium-term cash flow forecasts
proactively identify and communicate funding needs to the CFO
Review and approve wire transfers, ACH payments, and check disbursements in accordance with authorization and segregation-of-duties policies
Manage banking relationships
evaluate and optimize account structures, fee arrangements, and service levels
Ensure proper documentation and record-keeping for all treasury transactions
maintain bank reconciliations across all accounts
Own end-to-end semi-monthly payroll oversight and ensure accuracy, timeliness and compliance for all family office employees across management company entities, including exempt and non-exempt staff
Partner closely with HR on compensation changes, new hires, terminations, and leaves
Requirements
Bachelor's degree in accounting or finance
CPA certification preferred
10+ years of progressive accounting and finance experience, with at least 3 years in a controller or senior accounting leadership role
Family office experience preferred
Demonstrated experience owning payroll, treasury, and budgeting functions — not solely investment or fund accounting
Proven experience in leading, developing and mentoring accounting and payroll staff
establishing clear roles, responsibilities and performance expectations
Hands-on familiarity with payroll systems (e.g., ADP) and payroll tax compliance across multiple states
Strong working knowledge of tax-based accounting, internal controls, and financial reporting for operating companies
Experience managing banking relationships and daily cash management responsibilities
Strong organizational skills with the ability to manage multiple priorities, deadlines, and stakeholders simultaneously
Demonstrated team player, self-starter, and independent thinker
Strong analytical and problem-solving abilities
Proven ability to work in a fast-paced environment with a high level of accuracy and attention to detail
Proficiency in Microsoft Dynamics and/or Allvue accounting software preferred
Nice to have
CPA certification
Family office experience
Proficiency in Microsoft Dynamics and/or Allvue accounting software