FINANCE & OPERATION MANAGER - SINGLE FAMILY OFFICE

We are seeking a highly trustworthy, detail-oriented Finance and Operations Manager to oversee the day-to-day financial management and operational workflows of a private Single-Family Office. In this role, you will manage financial reporting, investment and fund operations, oversee vendor relationships, and ensure seamless daily administrative functions. The ideal candidate should possess a strong background in finance and investment operations within a family office or investment/wealth management setting.

Key Responsibilities

• Maintain general ledgers for multiple family entities, trusts, and holding companies.
• Prepare monthly, quarterly, and annual financial statements and cash flow forecasts.
• Manage accounts payable, accounts receivable, and expense reconciliation.
• Coordinate with external CPAs and tax advisors for annual tax planning and filing.
• Monitor bank accounts, execute wire transfers, and manage capital calls for private investments.

Operational Oversight

• Streamline and document office operational policies and data management systems.
• Manage relationships with banks, custodians, brokers, legal counsel and other vendors.
• Support the onboarding and ongoing administrative compliance of new investment vehicles.
• Assist with lifestyle management assets, including real estate.

Qualifications and Skills

Experience: 10+ years in accounting, finance, or operations; family office or wealth management experience highly preferred.

Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field (CPA or CFA is a plus).

Discretion: Proven track record of handling highly confidential and sensitive personal financial data with total integrity.

Traits: Strong self-starter mindset, exceptional organizational skills, and the ability to pivot between high-level financial analysis and hands‑on administrative tasks.