Accounting Operations Contractor

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.

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

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