Director of Client Accounting & Financial Operations

Brown Advisory•Naples, FL

3d•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 provides financial and operational leadership to integrate the office with the company’s platform, standards, systems, processes, and service model. Working closely with the Head of Family Office Advisory, the Director has primary internal oversight of accounting, tax coordination, financial reporting, cash management, banking, and related financial operations. The role manages outsourced accounting and tax providers and coordinates with banks, custodians, investment professionals, and other external advisors. The Director retains internal ownership of financial workflows, quality control, provider relationships, reporting, deliverables, and follow-through, even when technical accounting and tax work is performed by external specialists. The Director is also the senior leader for client relationships and financial service delivery, supporting client onboarding and ensuring client-specific needs are reflected in office operations. The role leads and develops the family office team, supports the office’s integration into Brown Advisory’s multi-family office platform, and advances scalable processes, technology, controls, and operational efficiency. The position requires working on-site at the Naples office.

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 required.
Proficiency in Sage Intacct, Sage SEM, BILL, Addepar, and Microsoft Office.
Strong client relationship management and communication skills, including experience supporting sophisticated client needs and financial matters.
Demonstrated ability to lead internal teams while coordinating with external stakeholders.
Ability to work on-site at the Naples office.
Authorized to work in the United States without current or future employer-sponsored work authorization.
High integrity and respect for confidentiality and discretion.
Ability to synthesize complex data into usable information for clients, stakeholders, and leadership.
Detail-oriented, execution-focused, highly responsive, and able to adapt to shifting priorities.
Strong organization and prioritization skills, with judgment to escalate decisions and recommendations.
Adaptability and comfort working in an evolving organization and developing processes as the office grows.

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 and familiarity with fiduciary practices.
Growth mindset and readiness to lead the office’s transition from a single-family office to a thriving Brown Advisory office.

Responsibilities

Maintain and enhance accounting policies and internal controls to meet clients’ evolving needs.
Serve as day-to-day liaison with outsourced financial and technology partners, ensuring 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 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 detailed financial reporting and analysis for executive decision-making and long-range planning.
Serve as an internal accounting resource, identify issues requiring additional technical expertise, and maintain organized financial records and supporting documentation.
Oversee banking, treasury, cash management, cash positions, inter-entity transfers, liquidity, banking relationships, account administration, authorized signers, controls, and upcoming funding requirements.
Coordinate with legal counsel on entity structure, compliance, and insurance; periodically review risk exposures and present findings.
Supervise implementation and maintenance of accounting, reporting, and operational systems with outsourced providers; administer financial technology tools and recommend enhancements.
Oversee client tax compliance and related activities with external tax advisors; monitor filings, estimates, extensions, and deadlines, and coordinate trust and estate administration tasks with providers and the PFTC.
Manage relationships with outsourced accounting, tax, trust, and other key financial service providers; align expectations for service levels, deliverables, timelines, quality, communication, and accountability.
Partner with the OCIO team on investment portfolio operational workflows, track investment-related account activity and reporting cycles, and address data gaps and tracking needs.
Collaborate with the outside PFTC trust administration provider; support information needs, budget and reporting, coordinate meetings and communications with committee members and stakeholders, and maintain regular stakeholder dialogue.
Provide senior-level oversight of client relationships and financial and operational service delivery; serve as a senior contact for significant matters and oversee timely resolution and follow-through.
Understand client needs, financial structures, priorities, preferences, and service requirements; coordinate accounting, tax, banking, reporting, and other deliverables and participate in client meetings.
Track significant outstanding client matters, deadlines, deliverables, and follow-up; identify opportunities to improve the client experience and assist families with philanthropic initiatives and related compliance, reporting, and documentation.
Communicate priorities, deadlines, dependencies, risks, provider performance, client updates, and outstanding items to internal teams and leadership; support conversion of long-term goals into actionable steps.
Lead, train, mentor, and develop the family office team; provide skills development and performance feedback and foster excellence, accountability, collaboration, 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 and implement improvements to workflows, controls, technology, communication, and operational efficiency; establish scalable processes and infrastructure and support adoption of new systems and initiatives.
Manage special projects related to financial operations, client service, systems, process improvement, and organizational development; identify opportunities to thoughtfully use new technologies, including AI-enabled productivity solutions.