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Industry: Servicios financieros
Company Size: De 11 a 50 empleados

Private Family Office

Savvy Admin PROD

Department: Family Office

Location: Remote, US (Eastern Preferred)

Employment Type: Full-Time

Compensation: $65,000 – $85,000 + Benefits + Bonus Potential

**Company Overview **

We are a small, fast-paced single-family office supporting a New York-based serial entrepreneur with diverse investments and businesses spanning finance, technology, and real estate. Our mission is to manage the financial affairs of the principal with precision, discretion, and an unwavering commitment to excellence. We operate as a lean, high-trust team where every member has direct impact on outcomes and access to senior leadership.

We are building a modern, AI-first financial operations team and are seeking a versatile, tech-forward Accounting Analyst who is equally comfortable closing the books and analyzing investment performance. This is a foundational role with significant growth potential for the right candidate.

**Role Summary **

As the Accounting Analyst, you will serve as a key member of the family office’s financial team, working directly with the CFO across two core areas: (1) day-to-day accounting and financial reporting across a multi-entity portfolio and (2) investment and financial analysis to support decision-making on a growing portfolio of investments and operating businesses. You will be expected to leverage AI tools, workflow automations, and modern technology to work at 2–10x the speed of a traditional analyst, identifying opportunities to automate processes and improve the quality and speed of financial outputs.

**Ideal Candidate Profile (DISC: High C) **

We are looking for an analytical, detail-obsessed professional who brings a methodical and structured approach to everything they do. The ideal candidate is:

- **Accuracy-Driven: **You take pride in producing error-free work. You double-check your numbers, reconcile to the penny, and maintain meticulous records.

- **Analytical & Logical: **You approach problems with data and facts first. You prefer well-defined processes, clear expectations, and structured environments where quality can be measured.

- **Systematically Curious: **You don’t just complete tasks—you look for patterns, question inconsistencies, and proactively build better systems to prevent future errors.

- **Quietly Confident: **You may be reserved, but you speak with authority when you’ve done the work. You communicate in clear, precise terms backed by evidence.

- **AI-Native: **You already use AI tools (ChatGPT, Claude, Copilot, or similar) in your daily workflow and see automation as a natural extension of how work gets done—not a novelty.

**Key Responsibilities **

**1. Accounting & Financial Reporting (50%) **

- Assist with monthly close procedures across 12+ entities (LLCs, investment vehicles, operating companies)

- Maintain general ledger accuracy, integrity, and chart of accounts structure in QuickBooks Online

- Prepare and reconcile intercompany transactions, bank statements, and credit card activity

- Support consolidation of financials into monthly and quarterly reporting packages

- Prepare personal financial statements under the direction of the CFO

- Oversee and review the work of an external bookkeeper; support transition of bookkeeping in-house as a core responsibility of this role

- Ensure timely and accurate accounts payable/receivable processing

- Coordinate with private banking teams for and initiate wires, transfers, and account maintenance

**2. Investment & Financial Analysis (30%) **

- Compile and analyze investment performance data across accounts, custodians, and asset classes

- Build and maintain cash flow forecasting models and liquidity dashboards

- Prepare variance analysis and financial summaries for the principal and CFO

- Support due diligence on new investment opportunities, M&A activity, and real estate projects

- Track and report on capital calls, distributions, and fund-level performance

**3. Tax Coordination & Compliance (10%) **

- Support preparation and filing of quarterly tax estimates and year-end documents

- Coordinate with outside CPAs to ensure timely tax filings and compliance

- Track charitable donations, trust distributions, and other tax-advantaged activity

**4. AI & Automation Integration (10%) **

- Identify repetitive financial workflows and implement AI-powered automations (e.g., auto-categorization, anomaly detection, report drafting)

- Use AI tools to accelerate data gathering, reconciliation, narrative generation, and financial modeling

- Build and maintain automated dashboards, alerts, and reporting templates

- Stay current on emerging AI/fintech tools relevant to family office operations and recommend new solutions to the CFO

**Required Qualifications **

- Bachelor’s degree in Accounting or Finance (required)

- 1–3 years of progressive experience in accounting, financial analysis, or a hybrid role

- Strong foundational understanding of GAAP and financial statement preparation

- Proficiency in QuickBooks Online, Excel / Google Sheets, and GSuite (Drive, Gmail, etc.)

- Demonstrated experience using AI tools in a professional or academic context (e.g., ChatGPT, Claude, Copilot, Gemini, or similar LLMs)

- Familiarity with workflow automation tools (e.g., Zapier, Make, Power Automate, Python scripting, or API integrations)

- High degree of discretion and ability to maintain confidentiality

- Excellent attention to detail with a systematic, process-driven mindset (High C DISC profile)

**Preferred Qualifications **

- CPA or intent to pursue CPA certification

- Experience with multi-entity environments, consolidations, or family office / HNW structures

- Familiarity with investment account reporting, portfolio tracking, or financial modeling

- Experience with data visualization tools (Tableau, Power BI, or Looker)

- Exposure to private equity, real estate, or alternative investment reporting

- Experience building no-code/low-code automations or AI-powered financial workflows

- Comfortable in an entrepreneurial, informal, and responsive environment

**Benefits **

- Competitive salary: $65,000 – $85,000, commensurate with experience

- Performance bonus potential

- Medical, dental, and vision coverage

- 15 days PTO plus standard holidays

- Flexible remote work environment

- AI tools and technology budget to support your workflow

**How to Apply **

Please submit your resume along with a brief cover letter (or short video) addressing the following:

- What AI tools do you currently use in your work or studies, and how?

- Describe a time you identified an inefficiency and built a better process or system.

- Why does working at a family office interest you?

Accounting Analyst

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