Job Description
Insight Global is assisting a client of our in identifying a motivated and detail-oriented Junior Finance Manager to support the financial operations of a U.S.-based family office. This role supports the accounting, financial reporting, cash management, and budgeting functions, working closely with group finance and external advisors across a portfolio of operating entities and personal assets.
The ideal candidate combines solid technical accounting skills with discretion, a willingness to learn, and the ability to work effectively in a highly confidential, relationship-driven environment.
• Prepare monthly, quarterly, and annual financial statements for family entities, trusts, and investment vehicles
• Maintain general ledger accuracy and perform reconciliations across multiple accounts and entities
• Assist with consolidation of financial reporting across investment, operating, and personal structures
• Support budget preparation, forecasts, and cash-flow monitoring
• Process and manage accounts payable, accounts receivable, payroll coordination, and expense management
• Support compliance with U.S. GAAP and applicable regulatory requirements
• Coordinate with external CPAs on tax preparation, filings, and audits
• Support tax planning initiatives in collaboration with legal and tax advisors
• Assist with day-to-day cash flow monitoring, bank reconciliations, and processing of capital calls/distributions
• Monitor bank, brokerage, and investment accounts
• Handle sensitive personal and financial information with the highest level of discretion
• Provide ad hoc analysis and support as needed
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• Bachelor’s degree in Accounting, Finance, or a related field
• 2–3 years of experience in accounting or finance
• Working knowledge of U.S. GAAP and financial reporting
• Some exposure to working with multiple entities or legal structures
• High level of integrity, discretion, and professionalism
• Proficiency in Excel and financial reporting tools
• CPA or CMA designation
Nice to Have Skills & Experience
• Prior experience in a family office, private equity, hedge fund, or investment management environment
• Experience with accounting platforms such as Xero or family office software
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.