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Financial Accounting Supervisor

2 months ago

New Haven, Connecticut, United States Creative Financial Staffing Full time

Accounting Manager

Reports to:
CFO and Controller

Overview: The Accounting Manager is responsible for maintaining the financial records and generating financial statements for various investment entities, corporations, partnerships, and other entities within a family office framework. This role will also assist the Treasury function of the family office and prepare workpapers for tax filings. The position allows for a hybrid work model, combining remote and office work as determined by the CFO.

Qualifications:

  • A Bachelor’s degree in Accounting is mandatory.
  • At least 5 years of relevant experience in a CPA firm or similar environment with a focus on financial statement preparation. Experience in a Family Office is advantageous.
  • Familiarity with tax workpaper preparation and tax returns is beneficial but not essential.
  • Proficient in analyzing and interpreting financial data and correspondence, taking appropriate actions as necessary.
  • Excellent communication skills, both verbal and written, to interact effectively with Family Office management and family members of varying financial literacy, as well as external accountants, attorneys, and consultants.
  • Strong organizational capabilities to ensure all accounting tasks are completed efficiently and effectively within deadlines with minimal oversight.
  • Analytical mindset with a focus on enhancing processes and internal controls.
  • Advanced proficiency in technology, particularly in Excel, Word, PowerPoint, and accounting software such as QuickBooks, Sage Intaact, or SEI Archway is preferred.
  • A positive, service-oriented attitude towards Family Office clients, colleagues, and service providers.
  • Self-motivated with a strong work ethic and commitment to excellence.

Key Responsibilities:

Accounting and Financial Reporting Duties

  • Transition current entity general ledgers to tax basis financial accounting from existing ledgers in QuickBooks Online in preparation for software migration.
  • Develop a collaborative relationship with the Direct Investments team to proactively manage transactions and gather necessary documentation and approvals.
  • Assist in establishing internal controls for vendor payments and cash transactions.
  • Manage bill payments and cash flow for multiple entities, ensuring proper approvals are obtained prior to any cash movements.
  • Prepare all cash and non-cash journal entries with appropriate supporting documentation.
  • Conduct bank reconciliations for review by the Controller.
  • Generate and review financial statements for distribution to Family Office Management and the Principal.
  • Create cash projections to assist the CFO in identifying cash surpluses or deficits for investment purposes.
  • Develop annual budgets and forecasts as required.
  • Maintain organized and current files for each entity on the internal network.

Tax Compliance and Planning Responsibilities

  • Establish a process for timely preparation and submission of tax workpapers to external accounting firms.
  • Respond to information requests from external accounting firms.
  • Review draft tax returns prepared by external accountants.
  • Assist with quarterly tax estimates for various entities as needed.
  • Facilitate electronic tax payment transfers.
  • Ensure timely payment of real estate taxes for properties owned by the entity.

Additional Financial Services

  • Coordinate capital calls and other cash transfers with banks to ensure timely cash movements.
  • Assist the Principal or other Family Members with financial transactions as directed.
Family Office Development and Administration

  • Adhere to policies and procedures established by the Company.
  • Maintain strict confidentiality regarding all financial and family relationship information.
  • Aid in the creation and upkeep of electronic file storage systems.
  • Contribute to the development of processes aimed at improving operational efficiencies.
  • Actively participate as a team member, providing support to the family and Family Office team.
  • Adapt to changes in this position description as the Family Office evolves.
  • Be receptive to additional duties as assigned by the Controller or Family Office Management.
This position offers a competitive salary range based on experience.