Manager, Finance & Banking

Director of Family Office Services and Chief Operating Officer at Acadia Family Office Essential Duties & Responsibilities

• Leads, manages, and holds the team accountable to excellent service, work completion and on time delivery.
• Embodies Acadia’s core values and is a standard bearer in all dealings with clients and employees across the organization.
• Facilitate weekly one‑on‑ones to ensure team accountability and annual metrics are achieved.
• Set realistic deadlines and ensure deadlines are completed on time and with accuracy.
• Willingness and ability to work overtime as needed; overtime for this position is estimated at 150 hours annually.
• Provide Family Office services for the firm’s ultra‑high net worth clients.
• Develop a deep understanding of the clients’ financial picture, which often includes trusts and other related entities.
• Monitor cash flow activity.
• Maintain organized and accurate supporting documentation of all transactions within a defined filing system.
• Comprehensive bill pay, payroll, and investment tracking.
• Assist with special accounting and financial statement projects as necessary.
• Create and maintain personal financial statements in Quick Books.
• Prepare and review financial statement packages.
• Execute various one‑off projects for clients such as cash flow projections or other customized reports.
• Handle Tax and Trust & Estate Planning responsibilities.
• Assemble and organize information for tax preparation.
• Ensure all executed documents are retained and filed in an organized manner.
• Assist with ad‑hoc internal accounting, HR functions, and tax projects as needed.
• Ensure behavior and performance supports the company’s Vision/Traction Organizer (V/TO™).
• Solicit feedback and take action to continuously improve the success of the team.
• Perform other duties as assigned.

Education:

• Bachelor’s degree required in Finance or Accounting.

• Position requires a person with the ability to multitask in a fast‑paced environment with stringent deadlines.
• Strong project management skills and ability to handle multiple clients.
• Appreciation for a high level of client service to meet competing client needs.
• Self‑motivated and the ability to work independently.
• Strong attention to detail.
• Technical accounting knowledge; experience with investments preferred.
• Quick Books experience preferred.
• Strong written, verbal, and mathematical skills.
• Ability to operate in a team environment and with external clients.

Mid‑Senior level

Full‑time