Job Purpose
As a Senior Accountant at HFO, you are a foundational hire joining a lean, intentionally built single-family office at the ground level. Reporting to the SVP of Accounting & Finance, you will own the day-to-day financial engine — the debits and credits, reconciliations, close cycle, and data integrity that everything else depends on. You will work closely with the SVP and Director of Financial Operations, with a clear path to grow into a Controller role within 24 months. This is not a seat-warming role: you will build alongside a two-person leadership team in an environment where your work compounds in impact and the playbook is still being written.
Key Responsibilities
- Own day-to-day bookkeeping and data entry across all entities — the debits and credits that keep the ledger clean and current.
- Execute and manage the monthly close process, including journal entries, accruals, and prepaid schedules.
- Perform thorough bank reconciliations across all accounts using NetSuite and Ramp.
- Prepare and own monthly balance sheet reconciliations with full supporting documentation.
- Review financial statements and general ledger accounts for accuracy and completeness.
- Manage the end-to-end accounts payable process: invoice processing, payment runs, and vendor reconciliations within Ramp and NetSuite.
- Handle intercompany transactions, ensuring proper eliminations and accurate consolidated reporting.
- Partner with the Director of Financial Operations on monthly reporting — providing clean, reconciled data that feeds dashboards and KPI packages.
- Drive continuous reduction of the monthly close timeline through process discipline, automation, and proactive identification of bottlenecks.
- Build and maintain real-time or near-real-time reporting of key financial KPIs, reducing dependence on manual end-of-period data pulls.
- Actively deploy AI tools (including Claude, ChatGPT, and similar platforms) to automate data ingestion, anomaly detection, expense classification, reconciliation workflows, and variance analysis.
- Design and implement AI-native workflows within NetSuite and Ramp that reduce manual drag and accelerate the close cycle.
- Leverage automation platforms (Zapier, Make, or equivalent) and light scripting or no-code tools to connect systems and eliminate repetitive tasks.
- Identify and systematically eliminate repetitive, error-prone, or slow processes — treating inefficiency as a solvable problem, not a given.
- Assist with and take increasing ownership of financial audits as scope and tenure grow.
- Support tax filings, preparation, and management of related schedules in coordination with external advisors.
- Assist in developing and implementing internal accounting policies and procedures tailored to a family office environment.
- Handle sensitive financial and personal information with absolute discretion and professional judgment.
- Create ad hoc reports and develop new reporting mechanisms as the HFO function scales.
- Assist the Finance team with other tasks and special projects as needed.
Requirements
Key Competencies
- Ability to work independently with little supervision, demonstrating proactive ownership and leadership.
- Builder mindset: self-motivated and self-directed, with a bias toward automation and process improvement.
- Strong aptitude for numbers, spreadsheets, and financial reports, with advanced analytical skills.
- Accurate and precise attention to detail, especially in complex and sensitive financial data.
- Strong written and verbal communication skills, able to translate complex concepts clearly for leadership.
- Excellent time management skills with the ability to manage multiple priorities and competing deadlines.
- Ability to learn fast and adapt to new systems and processes in an evolving environment.
- A true team player who thrives in a small, collaborative, and high-trust environment.
- Demonstrated ability to handle sensitive, confidential information with the utmost discretion.
- Committed daily practitioner of AI tools in real finance work — not theoretical familiarity.
- Clear growth orientation: actively building toward Controller responsibilities within 24 months.
Education / Experience
- 5–8 years of progressive accounting experience; public accounting background (audit/assurance) strongly preferred.
- B.Sc./B.A. in Accounting, Finance, or a relevant field; CPA preferred or actively in progress.
- Current or recent role as Senior Accountant, Accounting Manager, or Assistant Controller, with demonstrated ability to own full-cycle operations without a large support team.
- Expert-level proficiency in NetSuite; hands-on experience with Ramp or comparable expense management platforms.
- Advanced Excel and/or Google Sheets skills; comfortable with data modeling and financial analysis.
- Demonstrated, hands-on AI practitioner in real finance work — you have built or deployed workflows that meaningfully reduce manual effort.
- Good numerical skills and the ability to spot complex discrepancies and errors.
- Experience in a family office, private wealth, multi-entity, or entrepreneurial environment is a strong plus.
- Ability to work effectively without supervision and under stress, demonstrating resilience.
- Ability to handle sensitive, confidential information with utmost discretion.
