Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office Accounting and Bill Pay, Analyst -Albany

Goldman Sachs • Albany, NY

3d

About The Position

Goldman Sachs Family Office (GSFO), in coordination with Private Wealth Management advisors, is building an accounting and payment services offering for ultra-high-net-worth (UHNW) families. The role supports a comprehensive service model for clients with complex financial affairs, including multiple entities, properties, and specialized assets. It combines technical accounting expertise, client service, and an entrepreneurial approach to help establish and scale the offering. The team uses agentic AI technology to deliver accounting and payment services at greater scale and quality.

The position supports end-to-end bill payment for clients and their entities, financial reporting and analysis, cash management, account reconciliation, client recordkeeping, and coordination with advisor teams and external vendors. It also collaborates with PWM Product, Engineering, Compliance, and Legal to evolve the service offering. The posting describes the role as an Analyst in the title, although the opening description refers to an Associate.

Requirements

• Bachelor's degree required, preferably in Accounting, Finance, or a related field.
• At least 3 years of experience in accounting, financial management, or family office operations.
• At least 3–6 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment.
• Experience with accounting principles, financial reporting, and complex multi-entity accounting, such as trusts, LLCs, LPs, and partnership interests.
• Proficiency with accounting software such as QuickBooks, Intacct, or NetSuite, and/or experience with bill pay platforms.
• Exceptional Excel skills.
• Excellent interpersonal skills and desire to work in a team-oriented environment.
• Resourceful, self-starting, attentive to detail, and able to multitask in a fast-paced environment.
• Must obtain Securities Industry Essentials (SIE), Series 7, and Series 63 exams within the first 3 months of employment.

Nice To Haves

• ACCA or CPA certification is highly desirable.
• Exposure to investment reporting, alternative assets, or trust/estate accounting.
• Experience with state and federal tax matters.

Responsibilities

• Support comprehensive accounting and payment services for UHNW clients and their entities, including end-to-end bill payment, invoice processing, timely payments, and vendor relationship management.
• Prepare financial reports, statements, cash flow analyses, budgets, and forecasts for UHNW families and their entities.
• Monitor and coordinate cash management across accounts and entities.
• Maintain and reconcile financial accounts, resolve discrepancies, and oversee reconciliation of client data.
• Act as a liaison among clients, advisor teams, and the Bill Pay team.
• Complete data entry for client recordkeeping and reporting requirements.
• Coordinate 1099 preparation and mailings with advisor teams.
• Use accounting platforms such as QuickBooks or Sage Intacct to support historical integrations.
• Serve as a primary contact for client communications about billing and financial matters.
• Maintain vendor relationships and accounts, and coordinate billing and changes with external parties.
• Work with PWM Product, Engineering, Compliance, and Legal to evolve the product offering.

Benefits

• Competitive benefits and wellness offerings.
• Potential eligibility for a discretionary bonus for active employees at fiscal year-end.
• Training and development opportunities, firmwide networks, and personal finance and mindfulness programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level