Director of Client Accounting & Financial Operations

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

The Director of Client Accounting and Financial Operations is responsible for leading the accounting, financial and operational delivery of services to the office’s clients, including the primary anchor family. As the existing single-family office transitions into a multi-family office within Brown Advisory (Company), this role will provide financial and operational leadership to support the integration of the office into the Company’s broader platform, standards, systems, processes, and service model.

A successful hire will bring strong accounting and financial expertise to oversee financial operations and outsourced accounting and tax providers, ensuring that financial activities are accurate, timely, well-controlled, and aligned with company standards. Working closely with the Head of Family Office Advisory, the Director will have primary internal oversight of accounting, tax coordination, financial reporting, cash management, banking, and related financial operations.

The role will coordinate with outsourced accounting and tax providers, banks, custodians, investment professionals, and other external advisors. While technical accounting and tax matters may be performed by external specialists, the Director will retain internal ownership of financial workflows, quality control, provider relationships, reporting, deliverables, and follow-through. The position also serves as the senior leader for client relationships and financial service delivery, including supporting new client onboarding and ensuring that client-specific needs and requirements are effectively incorporated into the office’s operations.

• Accounting and Financial Operations:
  • Maintain and enhance accounting policies and internal controls to support the evolving needs of clients.
  • Serve as the day-to-day liaison with outsourced financial and technology partners to ensure smooth operations and data integrity.
  • Master and administer accounting systems and tools to support consistent workflows and visibility into financial data for management reporting and individualized reporting to clients.
  • Monitor compliance with accounting standards and best practices, escalating issues and updates, as needed.
  • Lead the preparation of accurate and timely financial statements, including reports tailored to family member preferences.
  • Manage cash flow, budgeting, and forecasting processes across entities in coordination with the clients’ goals and planning.
  • Provide detailed financial reporting and analysis to support executive-level decision-making and long-range planning.
  • Serve as an internal resource for accounting matters and identify issues, requiring additional technical expertise.
  • Ensure financial records and supporting documentation are maintained in an organized and appropriate manner.
• Banking and Treasury Management:
  • Oversee banking,…