Family Office Finance Associate

Future Standard • Philadelphia, PA

2d

About The Position

FFO Capital is seeking an experienced Finance Associate to join its family office team. The office manages first-generation wealth for its principals and an emerging second generation located in Philadelphia. The team is responsible for investment portfolio management, financial resource management, tax compliance, credit facilities, risk management, special assets (e.g., art, aircraft), real estate as well as operating multiple foundations and trusts. The Finance Associate will report to the Controller, ensuring smooth and efficient day-to-day operations.

Requirements

• Targeting a candidate with a minimum of 5 years of progressive experience in finance and exposure to operational roles
• Bachelor’s degree in accounting, finance, business administration or related field
• Excellent attention to detail
• Flexibility and adaptability
• Growth mindset
• Strong work ethic
• Ability to work independently within and contribute to a close-knit team
• Discreet, as with personal family information

Nice To Haves

• Proficiency with QuickBooks, Salesforce and other business software solutions preferred
• Family office experience is a plus
• Professional certifications, including CPA or CMA a plus

Responsibilities

• Ensure timely and accurate processing of invoices, including verifying, coding, and entering them into the accounting system
• Prepare and process payments to vendors, including checks, ACH, and wires
• Perform regular reconciliations of accounts payable ledgers to ensure all payments are accounted for and properly posted
• Perform vendor onboarding, maintenance, and managing relationships to ensure smooth transactions. Assist with year-end 1099 filings
• Monitor cash flow and assist with cash management activities
• Work with executive assistants on hybrid expense allocations
• Work closely with other team members to support overall financial operations and special projects, including data compilation for budgeting and forecasting
• Track and manage philanthropic grant communications, processing, and reporting
• Coordinate and manage family office needs with external service providers to deliver: Device technology support (e.g., hardware and software applications), Insurance coverage oversight and annual renewals, Employee on-boarding and benefits administration
• Assist with annual state compliance filings and insurance audits
• Support on special projects (e.g., software implementations)

What This Job Offers

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