Accountant | Ownership Portfolio

Buckingham Companies•Indianapolis, IN

About The Position

The Senior Accountant oversees the day-to-day financial operations of a single-family office within a family-owned company structure. This role supports the principals and senior leadership by providing clear, timely financial information across personal, trust, investment, and operating entities. The position focuses on wealth operations, cash and liquidity management, investment administration, and consolidated reporting, working closely with external advisors including banks, investment managers, tax professionals, and legal counsel. The Senior Accountant serves as the primary owner of financial processes and controls, ensuring timely execution, accuracy, and transparency of financial information. The role emphasizes operational excellence, compliance, and disciplined reporting while supporting principals and senior leadership with clear and reliable financial data.

Requirements

5+ years of progressive experience in a family office, closely held or family-owned business, or public accounting environment
Demonstrated experience serving as a Controller or senior accounting professional with end-to-end responsibility for financial operations
Deep GAAP expertise and experience managing multi-entity accounting structures including trusts, partnerships, LLCs, and operating companies
Hands-on experience managing bill pay, expense approvals, cash disbursements, and banking activities
Strong investment accounting literacy, including monitoring, reconciliation, and reporting of investment activity
Experience reviewing K-1s, investment statements, and coordinating with external advisors
Highly organized, detail-oriented, and process-driven
Strong judgment, discretion, and integrity
Ability to work independently, manage recurring deadlines, and maintain strict confidentiality
Bachelor’s degree in Accounting, Finance, or related field

Nice To Haves

CPA preferred
Advanced degree a plus (MBA, MS Accounting/Finance )

Responsibilities

Lead all general ledger accounting and financial reporting across all family-related entities
Prepare monthly, quarterly, and annual financial statements
Oversee and execute all bill payment activities including invoice intake, review, coding, approval, and disbursement
Establish and maintain bill pay controls, approval workflows, and documentation standards
Manage personal, household, trust, and operating company expenses with professionalism and confidentiality
Manage cash balances, cash flow forecasting, and liquidity planning
Oversee banking relationships and treasury processes
Reconcile all bank accounts, brokerage accounts, credit cards, and loan accounts monthly
Coordinate with external tax advisors to ensure timely and accurate filings
Maintain internal controls, accounting policies, and procedures
Manage budgets, expense tracking, and financial planning processes
Maintain complete and accurate books and records
Maintain accurate investment records including capital calls, contributions, distributions, fees, and valuations
Reconcile investment activity between custodians, managers, and accounting records
Review fund statements, K-1s, and quarterly investment reports
Prepare consolidated investment and net worth reporting
Coordinate capital calls and distributions with cash flow and bill payment planning
Serve as liaison with external investment advisors for reporting and information flow
Serve as primary accounting and financial operations contact for principals, advisors, and vendors
Support trust administration, estate planning coordination, and insurance tracking
Prepare materials for periodic financial reviews
Maintain reporting templates, schedules, and financial calendars
Ensure appropriate separation and controls between personal, trust, and operating company finances
Maintain financial systems and reporting tools
Continuously improve processes, controls, and efficiency
Perform other duties as assigned