Director of Client Accounting & Financial Operations

Brown Investment Advisory & Trust•Naples, FL

1d•Onsite

About The Position

The Director of Client Accounting and Financial Operations leads accounting, financial, and operational service delivery for the office’s clients, including its primary anchor family. As the existing single-family office transitions into a multi-family office within Brown Advisory, the Director supports integration into the company’s broader platform, standards, systems, processes, and service model. The Director provides internal oversight of accounting, tax coordination, financial reporting, cash management, banking, and related financial operations. The role coordinates with outsourced accounting and tax providers, banks, custodians, investment professionals, and other external advisors, while retaining internal ownership of workflows, quality control, provider relationships, reporting, deliverables, and follow-through. The Director also provides senior oversight of client relationships and financial service delivery, supports new client onboarding, and ensures client-specific needs are reflected in office operations. This is an on-site role in Brown Advisory’s Naples office. Applicants must be authorized to work in the United States without current or future employer-sponsored work authorization.

Requirements

At least 12 years of progressive experience in accounting and financial operations, including direct team oversight.
Bachelor’s degree in Accounting, Finance, or a related field.
CPA certification.
Strong client relationship management and communication skills, including experience supporting sophisticated client needs and financial matters.
Proficiency in Sage Intacct, Sage SEM, BILL, Addepar, and Microsoft Office.
Demonstrated ability to lead internal teams while coordinating with external stakeholders.
Ability to work on-site in the Naples office.
Authorization to work in the United States without current or future employer-sponsored work authorization.
High integrity and respect for confidentiality and discretion.
Ability to communicate clearly and confidently and synthesize complex data into usable information for clients, stakeholders, and leadership.
Detail-oriented, execution-focused, and highly responsive to shifting priorities.
Team-oriented and humble leadership style, with the ability to build trust across disciplines and support a cohesive office culture.
Strong organizational and prioritization skills, with sound judgment about escalating decisions and recommendations.
Adaptability and comfort working in an evolving organization and developing processes as the office grows.
Growth mindset and readiness to lead the office’s transition from a single-family office to a Brown Advisory office.

Nice To Haves

Family office, private wealth, or complex multi-entity experience.
Experience working with high-net-worth individuals, families, closely held businesses, trusts, partnerships, or other complex entity structures.
Trust knowledge or experience, including familiarity with fiduciary practices.

Responsibilities

Maintain and enhance accounting policies and internal controls as client needs evolve.
Serve as the day-to-day liaison with outsourced financial and technology partners, supporting smooth operations and data integrity.
Administer accounting systems and tools to support consistent workflows and management and client reporting.
Monitor compliance with accounting standards and best practices, escalating issues and updates as needed.
Lead the preparation of accurate, timely financial statements, including reports tailored to family members’ preferences.
Manage cash flow, budgeting, and forecasting across entities in coordination with client goals and planning.
Provide financial reporting and analysis to support executive decision-making and long-range planning.
Serve as an internal accounting resource and identify matters requiring additional technical expertise.
Maintain organized financial records and supporting documentation.
Oversee banking, treasury, and cash-management activities with outsourced service providers.
Oversee cash positions and inter-entity transfers to support liquidity and overall financial positioning.
Maintain banking relationships and controls for asset protection, authorized signers, account administration, and service matters.
Track recurring and significant cash obligations and upcoming funding requirements.
Coordinate stakeholders and providers on banking processes, workflows, oversight, administration, and authorities; maintain oversight of accounts, signers, and banking documentation.
Coordinate with legal counsel on entity structure, compliance, and insurance matters.
Review risk exposures periodically and present findings to support timely action and approvals.
Supervise implementation and maintenance of accounting, reporting, and operational systems with outsourced providers.
Administer financial technology tools and ensure appropriate access to accurate reporting dashboards and document-retention systems.
Recommend technology enhancements to improve operational efficiency and security.
Oversee tax compliance and tax-related activities with external tax advisors.
Monitor tax filings, estimates, extensions, and other significant tax deadlines.
Coordinate trust and estate administration tasks, supporting outsourced providers and the PFTC and ensuring compliance and documentation.
Maintain visibility into significant tax matters and coordinate resolution of questions and issues with external advisors as appropriate.
Manage internal relationships with outsourced accounting, tax, trust, and other key financial service providers.
Coordinate with custodians, banks, insurance brokers, accounting firms, software vendors, and other providers to support aligned execution.
Ensure partner relationships are managed effectively and key activities and outcomes are visible.
Set clear expectations for providers’ service levels, deliverables, timelines, quality, communication, and accountability.
Partner with the OCIO team to improve operational efficiency and workflows supporting client investment portfolios.
Track investment-related account activity and reporting cycles for integration with broader financial reporting.
Identify data gaps and address compliance or tracking needs.
Collaborate with the outside trust administration provider and support its information needs.
Work with the service provider on the PFTC legal entity’s budget and reporting needs.
Coordinate PFTC meetings and communications with committee members and stakeholders, and meet regularly with stakeholders to support productive workflows.
Provide senior oversight of client relationships and financial and operational service delivery.
Maintain direct client relationships and serve as a senior contact for significant financial, accounting, tax, banking, reporting, and operational matters.
Understand client needs, financial structures, priorities, preferences, and service requirements.
Oversee resolution and follow-through on significant or complex client requests across the office and external advisors.
Coordinate accounting, tax, banking, reporting, and other financial deliverables to meet client requirements accurately and on time.
Participate in client meetings and relationship discussions and identify ways to improve the client experience and service model.
Track significant outstanding client matters, deadlines, deliverables, and follow-up requirements.
Assist client families with philanthropic initiatives, ensuring compliance, reporting, and documentation align with charitable objectives.
Communicate priorities, deadlines, dependencies, and matters requiring leadership attention within the organization.
Provide leadership with updates on financial operations, client matters, provider performance, risks, and outstanding items.
Facilitate information flow among team members and leadership to align execution with priorities.
Translate long-term goals into actionable steps across operations, reporting, and compliance.
Lead and train the family office team, fostering excellence, accountability, and collaboration.
Mentor team members and support skills development, professional development, and performance feedback.
Model proactive, hands-on leadership that reinforces transparency and service.
Support integration into Brown Advisory’s multi-family office platform, including adoption of company standards, policies, procedures, systems, and operational practices.
Identify improvements to workflows, controls, technology use, communication, and operational efficiency.
Establish scalable processes and infrastructure that support office growth, changing client needs, and platform integration.
Support implementation and adoption of new systems, processes, and initiatives.
Manage special projects related to financial operations, client service, systems, process improvement, and organizational development.
Identify opportunities to enhance processes, improve efficiency, and thoughtfully use new technologies and tools, including AI-enabled productivity solutions.