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Finance & Operations Associate

L4

confidential companyGlens Falls, NY3 days ago

$150,000 - $200,000 per year

Occupations

Bookkeeping, Accounting, and Auditing ClerksAccountants and AuditorsFinancial Specialists, All Other

Industries

Other Accounting ServicesPortfolio Management and Investment AdviceOffices of Certified Public Accountants
About the Company: A single-family office in New York City is seeking an exceptionally bright and dependable finance and operations generalist to join their in-house team.
About the Role: The individual in this role will support the CFO and work alongside other key team members to comprehensively address the financial needs of the family office and its associated entities.
Responsibilities:
  • Daily accounting operations including accounts payable processing, general ledger management, and preparation of bank reconciliations
  • Creating and maintaining financial records and documentation
  • Monitoring cash balances for various accounts and entities, generating and updating projections, and liaising with banks to ensure that liquidity needs are met
  • Leveraging and optimizing technology and software systems
  • Assisting with financial reporting matters
  • Coordinating with other in-house teams, including legal and tax, on financial and operational initiatives
  • Ensuring compliance with regulatory requirements and accounting standards
Qualifications: Outstanding problem-solving and communication skills are required, along with fluency with Excel. An efficient, meticulous approach and a no-task-too-small mentality are also important. The individual should be process-oriented, inquisitive, and proactive, and they must handle sensitive and confidential information with discretion. A CPA license and/or prior family office experience is a plus.
Required Skills:
  • Outstanding problem-solving skills
  • Outstanding communication skills
  • Fluency with Excel
  • An efficient, meticulous approach
  • A no-task-too-small mentality
  • Process-oriented, inquisitive, and proactive mindset
  • Ability to handle sensitive and confidential information with discretion
Preferred Skills:
  • CPA license
  • Prior family office experience
  • Pay range and compensation package
This is a unique opportunity to join a best-in-class team within a positive and respectful organization that hires for the long run. The position offers a starting salary range of $150,000 to $200,000 per year, a sign-on bonus, and a generous benefits package. Compensation will be commensurate with credentials, experience, and demonstrated ability.
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Apply now (opens in a new tab)

Level

MidL4

Salary

$150,000 - $200,000 per year

Location

Glens Falls, NY

Occupation

Bookkeeping, Accounting, and Auditing Clerks

Industry

Other Accounting Services

Posted

3 days ago

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