Customer Success Manager for Procurement SaaS solutions, ensuring successful outcomes for public sector clients. Collaborating with cross - functional teams and building relationships with key stakeholders.
About the role
- Consultant II managing day-to-day accounting operations for family office outsourcing. Supporting financial reporting and investment accounting for multiple entities with senior-level communication.
Responsibilities
- Assist with day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and reconciliations.
- Support financial statement preparation and reporting for multiple entities, including intercompany transactions and consolidated reporting.
- Assist with investment accounting tasks, including tracking capital accounts, distributions, and basic equity management.
- Support preparation of investment reports, capital account reconciliations, and brokerage/custodian postings.
- Communicate with senior-level staff and client contacts regarding financial close, accounting issues, and deliverables.
- Participate in accounting software implementations, integrations, and ongoing use of cloud-based systems.
- Receive mentorship from senior team members to learn and apply family office-specific accounting processes.
Requirements
- Bachelor’s Degree in Accounting, Finance, or related field, or equivalent work experience
- Minimum 1 year of accounting experience, including GL, AP, AR, payroll, reconciliations, and financial reporting
- Strong analytical and accounting skills
- Excellent verbal and written communication skills
- Ability to prioritize, work independently, and meet deadlines in a team-oriented environment
- Proficiency or familiarity with accounting software such as QuickBooks Online/Desktop, Sage Intacct (a plus), and MS Office, including Excel (pivot tables, VLOOKUP, formulas)
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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