Senior Accounting Associate Nextera Search

A Family Office based in New York is seeking an experienced accounting professional to join their team as an A Senior Accounting Associate.

Responsibilities:

• Support monthly close activities and coordinate with third-party accounting providers
• Prepare financial reports, presentations, and analyses for clients and senior leadership
• Consolidate financial information across multiple entities and investments
• Monitor cash flow, liquidity, and short-term funding requirements
• Coordinate wire transfers, bill payments, expense tracking, and other cash management activities
• Review cash positions and identify opportunities to enhance liquidity and returns
• Assist with account openings, investment subscriptions, redemptions, asset transfers, and related documentation
• Partner with tax, legal, and financial advisors on wealth planning and asset protection initiatives
• Support charitable giving, foundation activity, and related financial administration
• Coordinate with investment managers, accountants, attorneys, financial institutions, and other service providers
• Assist with credit facilities, mortgages, and other financing arrangements
• Respond to client requests and support special projects as needed

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA required
• 3-5+ years of experience with a Big Four or mid-tier public accounting firm
• Additional experience within a family office, wealth management firm, or similar environment is preferred but not required
• CFP, CFA, or MST designation is a plus
• Strong financial modeling and analytical skills
• Advanced proficiency in Microsoft Excel and other data analysis tools

Reference No. 61424

$100,000 to $125,000 depending on experience