Financial Accountant
Michael Page, Greenwich, CT, United States
The Financial Accountant role at a Private Family Office Investment Firm involves managing accounting processes, preparing financial statements, and overseeing cash flow and investment reporting. Key responsibilities include account reconciliations, payroll processing, payment management, and supporting audit and tax compliance efforts.
Client Details
A private family office investment firm that specializes in managing and preserving wealth for high-net-worth families. The firm provides tailored financial services, including investment management, estate planning, accounting, tax compliance, and administrative support for personal and business affairs.
Description
- Manage and maintain the general ledge, ensuring accurate and timely recording of financial transactions
- Prepare monthly, quarterly, and annual financial statements, reports, and reconciliations
- Oversee accounts payable and receivable processes, including vendor payments and client billing
- Support the preparation of tax filings and compliance with regulatory requirements
- Collaborate with investment teams to track portfolio performance and maintain accurate investment records
- Assist with budgeting, forecasting, and financial planning to support family office operations
Profile
- Bachelor's Degree in Accounting or related field
- 2-4 years of accounting experience
- 2+ years of Financial Industry experience
- Knowledge and familiarity with accounting systems
- Proficiency in Excel and other Microsoft Office tools
- MBA or CPA a Plus
Job Offer
- Competitive compensation
- Opportunity for experience at a reputable Private Family Office Investment Firm
- Opportunity for long term employment
- Health Benefits (Medical, Dental, Vison)
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.