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About this Accounting Operations Contractor role at Family Office

Family Office · Onsite · Redwood City, California

We are looking for talented professionals to be a part of a dynamic team. We place a focus on professionalism, kindness, integrity, and a high level of confidentiality, with the goal to deliver best in class service while providing a positive working experience for its staff.

Accounting Operations Contractor 

About the role

We are a private family office managing a diverse portfolio and operations across multiple entities and departments. Our accounting operations are currently outsourced to an external firm, and the function's rapid growth has created an opportunity to strengthen internal processes and structure.This role is here to ensure close runs on time, coding is consistent and accurate and deliverables SLA and process are documented and adhered to. The contractor will not redesign the function, instead will have the ability to make the current one run on a clock and put it on paper. The role is remote with some ability to travel as needed, during the 9-12 month contract.

What you'll do

  • Build daily, weekly and monthly checklists for our outside accounting firm and internal teams
  • Tighten the AP process, cadence, with QC and review built in
  • Bring close timing down month over month to T+14 by month 6 and document what moves it
  • Own internal accounting process such as credit card, travel log and reimbursements, payroll and benefits booking, and allocations
  • Produce and present to internal teams a monthly exception report: what reconciled, what didn't, what SLA slipped, what's outstanding
  • Write the record of how accounting operations actually works, sla and owners — AP, approvals, posting, recons, close. What the external firms does, what we do, where it breaks
  • That written record is the main deliverable at month 6. Running day-to-day on time is how we get there

What we're looking for

  • 12+ years in accounting, CPA preferred
  • You've run close and AP at scale in a comparable FHO or UHNW setting; exposure to outsourced accounting, multi-entity, or public accounting serving family office clients required
  • You bring a proven playbook and put it into action, establishing checklists and calendars as an early priority.
  • Sage Intacct, multi-entity. Bill.com and Ramp useful
  • Multi-currency, interco and consolidation experience preferred
  • Comfortable documenting as you go
  • Discreet and collaboration

Salary Range

The Redwood City, CA base pay range for the selected contractor in this role is $70.00-95.00 per hour. Actual placement in range is based on job-related skills and experience, as evaluated throughout the interview process. Pay ranges outside Redwood City, CA are adjusted based on cost of labor in each respective geographical market. Your recruiter can share more about the specific pay range for your location during the hiring process.

We are an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to equal employment opportunities for all employees as well as providing them with a work environment free of discrimination and harassment.

Employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, or any other status protected by the laws or regulations in the various locations where we operate.  We encourage applicants from all ages and backgrounds.

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