Robert Half Finance & Accounting is working with a local family office client to hire a Senior Accountant/Administrator to their team. In this role, the Senior Accountant will support daily financial operations and reporting for the family as well as handle administrative/office management type duties as needed. This role is ideal for a detail-oriented individual who is self-motivated & responsible and possesses relevant family office/CPA firm industry experience. In office collaboration is required Mon-Fri with some workday flexibility to be hybrid after training.
Responsibilities:
- Oversee accounting activities for various investment projects, ensuring transactions are recorded accurately and align with reporting requirements.
- Process invoices for payment, reconcile banking activity, manage insurances & licenses, wire money/ACH for various bills.
- Prepare and review financial statements, account reconciliations, and supporting schedules to maintain the integrity of monthly and periodic close processes.
- Use QuickBooks to manage general ledger activity, monitor account balances, and support accurate financial reporting.
- Analyze financial data to identify trends, variances, and areas that require follow-up or operational insight.
- Partner with internal stakeholders to gather documentation, resolve discrepancies, and support business decision-making with timely information.
- Maintain organized records and correspondence through tools such as Microsoft Outlook and Google Docs to support efficient communication and documentation.
- Assist with Administrative tasks such as opening/closing bank accounts, reviewing mail correspondence, maintaining logins and passwords, etc.
- 5+ years of relevant family office accounting experience or full-cycle bookkeeping in a professional environment.
- Hands-on experience with QuickBooks and strong familiarity of financial report preparation.
- Proficiency with Microsoft Outlook and Google Docs for communication, documentation, and collaboration.
- Strong business analysis skills with a high level of discretion & commitment to confidentiality.
- Demonstrated ability to manage multiple priorities, meet deadlines, and support special projects in an independent working environment.
- High attention to detail, sound judgment, and a commitment to accuracy in all accounting work.
For immediate consideration, apply directly or email your resume to the attention of Megan Peterson!