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
- Senior Consultant in Family Office Outsourcing overseeing accounting operations for clients. Managing investment, fund, and trust accounting while leading a team of accountants.
Responsibilities
- Lead day-to-day accounting operations for multiple clients, including general ledger, accounts payable, accounts receivable, payroll, and period-end close.
- Manage accounting across multiple entities, including intercompany transactions and consolidated reporting.
- Manage investment, fund, and trust accounting, including alternative investments, capital accounts, distributions, and complex ownership structures.
- Communicate routinely with senior executives, advisors, and client decision-makers regarding financial close, issues, and deliverables.
- Train, supervise, and mentor staff accountants on day-to-day functions and family office-specific processes.
- Assist with onboarding new clients, including process setup, allocation of resources, and staff training.
- Participate in and lead accounting software implementations or integrations.
- Assist in corporate and business owner tax matters as applicable.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field.
- Minimum 3 years of hands-on experience in accounting operations and financial reporting, including GL, AP, AR, payroll, and period-end close.
- Experience managing accounting for 10–50+ entities in a multi-entity environment.
- Exposure to investment accounting, fund accounting, alternative investments, or equity/member capital account management.
- Strong written and verbal communication skills; able to present financial information clearly to clients and advisors.
- Ability to work independently, prioritize effectively, and deliver accurate results under tight deadlines.
- Proficiency with accounting and investment software (e.g., Sage Intacct, NetSuite, QuickBooks Online, Addepar, BlackDiamond, or similar platforms).
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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