Family Office Staff Consultant within Mid Market Outsourcing at Armanino supporting accounting operations for family office and private client portfolios. Gaining experience with multi-entity accounting and investment reporting.
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).
Flexibility to work from home while collaborating in person half the time.
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
Job title
Family Office Staff Consultant, Mid Market Outsourcing
Alternative Procurement & Contracts Lead advancing Alberta's infrastructure projects through various funding strategies. Collaborating with stakeholders and maintaining the Public - Private Partnership Framework.
Senior Manager in Sourcing overseeing global procurement strategies for sterilisation at Stryker. Leading category management and supplier negotiations with a strong focus on cost reduction and quality enhancement.
Buyer executing sourcing activities for Cargill food and bioindustrial business. Managing complex procurement processes while building relationships with suppliers and stakeholders.
Procurement Manager handling the entire procurement process for mammaly's pet supplements. Building supplier relationships and managing operational procurement in a hybrid work environment.
Procurement & Facilities Analyst role supporting office operations at Dialectica, a leading B2B information services firm in Colombia. Involves facilities support and procurement assistance with opportunities for growth.
Category Manager overseeing sourcing strategies for wiring, cable, and terminal assembly in India. Driving standardization initiatives and supplier mapping for key components within project business.
Senior Manager overseeing Coupa P2P processes and leading indirect procurement professionals at Stryker. Fostering collaboration and driving system performance across global business units.
Analista de Compras responsible for strategic purchasing at +A Educação, contributing to financial sustainability and internal client satisfaction in education sector.
Logistics Negotiation Analyst developing strategies for cost reduction in the Brazilian units of Tigre. Leading projects and ensuring assistance to the plants in Brazil.
Senior Digitalization Expert focusing on enhancing procurement operations through digitalization at Yunex Traffic. Implementing AI solutions and managing integrated procurement processes for efficiency gains.