Manager, CFO Services chez undefined

Pitcairn’s innovative Shared Single Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.

PRIMARY FUNCTION:

The Manager, CFO Services is responsible for delivering and overseeing comprehensive accounting, reporting, tax, investment, and compliance services for ultra-high-net-worth families and their related entities. This individual supervises staff, manages outsourced service providers, ensures compliance with all regulatory requirements, and collaborates with other members of the client service team and coordinates with external advisors to provide a wide range of financial services to family office clients.

 RESPONSIBILITIES:

• Act as a trusted advisor by coordinating with internal and external professionals across tax, estate planning, trust, insurance, and investment disciplines to deliver integrated solutions.
• Supervise, train, and mentor accounting and administrative staff; manage outsourced service providers, collaborate with third party partners and ensure strong client service orientation. Deliver tailored financial and client reporting packages, ensuring clarity, accuracy, and transparency.
• Support financing, acquisitions, and management of real estate and other family holdings.
• Oversee accounting and reporting functions for individuals, trusts, LLCs, partnerships, pooled investment vehicles and related entities.
• Manage monthly, quarterly and annual close and reporting processes, including coordination with outsourced General Ledger providers.
• Prepare and review financial statements, including income statements, balance sheets, cash flow, and budget-to-actual reports.
• Ensure accurate income and expense coding, reconciliations, and proper documentation of accounts and investments.
• Enhance and implement financial systems, processes, and internal controls to ensure efficiency, accuracy, and compliance.
• Manage budgeting, forecasting, and financial planning at both consolidated and entity levels.
• Analyze financial results, cash flow, and variances, providing actionable insights for decision-making.
• Develop and maintain liquidity and cash flow strategies aligned with family needs, portfolio requirements, and Investment Committee guidance.
• Support liquidity planning and capital allocation in line with family needs and investment committee decisions.
• Ensure compliance with SEC, RIA, federal, state, and local requirements, while also adhering to internal policies, control frameworks, and information security protocols to safeguard privacy, financial data and maintain operational integrity.
• Oversee the tax process across entities, including coordination with third-party tax preparers and administrators to ensure timely and accurate filings, compliance, and strategic tax planning.
• Oversee timely filing of tax returns and related payments, entity-related fees, property taxes, and 1099 reporting.
• Track tax basis of assets and investments, maintaining accurate documentation.
• Manage external audits and maintain strong internal controls to safeguard assets and ensure audit readiness.
• Perform other duties as assigned for the efficient operation of the department.
• Oversee financial risk management practices, including identifying reporting, operational and investment-related risks, ensuring appropriate controls are in place, and aligning risk mitigation strategies with the firm’s fiduciary and compliance standards.
• Facilitate the firm’s KYC/AML processes, ensuring adherence to regulatory standards and maintaining robust documentation and verification protocols.
• Provide administrative oversight for pooled investment vehicles, acting as internal administrator while coordinating with external fund administrators to ensure accurate reporting, compliance, and operational efficiency.
• Commitment to discretion and confidentiality, particularly in handling sensitive financial information across entities and client relationships.

  EDUCATION/EXPERIENCE:

• CPA preferred.
• A minimum of seven years of hands-on experience in public and/or general accounting or related field.
• Demonstrated leadership of people.
• Must demonstrate knowledge of accounting theory and practice and possess excellent computer skills with experience in accounting software application.

DESIRABLE ATTRIBUTES:

• Excellent interpersonal skills, and good business acumen.
• Strong analytical and problem-solving ability.
• Organized, detail/deadline oriented, able to multi-task and function as a team player with a solid work ethic and positive attitude.
• Proactive approach to continuous improvement, with a demonstrated ability to identify and implement enhancements to financial systems, reporting processes, and operational workflows.
• Experience with Microsoft automation and data tools, including Power Query, Power Pivot, and Power Automate, with the ability to streamline processes and enhance data workflows.

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.