Manager, Accounting & Finance | Family Office

Private Family Office seeking Manager, Accounting & Finance to own general ledger and financial close activities.

Keys to an interview - Manager, Accounting & Finance | Family OfficeCPA highly preferredAt least 5 years' Accounting experience. Public Accounting foundation nice to have.At least 2-3 years in a leadership capacityFamily Office or Multi-Entity Corporate Accounting experience preferredAble to work in a hybrid office setting in the Loop (up to 3 days per week)

Key responsibilities - Manager, Accounting & Finance | Family OfficePrepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards.Oversee day-to-day accounting activities, including maintaining the general ledger, recording transactions, and reconciling accounts.Assist in the development of annual budgets and forecasts, providing insights and analysis to support financial planning and decision-making.Manage cash flow by monitoring liquidity needs, coordinating cash disbursements and receipts, and optimizing cash balances to meet financial obligations.Collaborate with tax advisors to develop tax strategies, ensure compliance with tax laws and regulations, and coordinate the preparation and filing of tax returns.Oversee the accounting for investment portfolios, including recording investment transactions, calculating investment performance, and reconciling investment activity.Conduct financial analysis to support strategic decision-making, evaluate investment opportunities, and assess the financial health of the family office's assets and investments.Identify and mitigate financial risks by implementing effective internal controls, monitoring compliance with policies and procedures, and proactively addressing any potential issues.Lead and mentor a team of accounting professionals, providing guidance, training, and performance feedback to foster a high-performing and collaborative work environment.Provide financial guidance and support to family members and stakeholders, serving as a trusted advisor on matters related to wealth management, estate planning, and financial goals.Track and reconcile trust accounts. Review and share trust statements to beneficiaries.Reporting and budgeting for Philanthropy Committee.Administer to the firm's 401k program including information requests for annual audit.