Senior Associate, Client Relationship Management & Accounting

Concentric Innovation•Atlanta, GA

21h•Hybrid

About The Position

We are seeking a Senior Associate to join our Personal CFO Services team in a client-facing capacity. This role operates within a single family office environment, serving as a key point of execution and coordination across the client’s financial ecosystem. The Senior Associate is responsible for managing day-to-day financial operations, supporting reporting and close processes, and ensuring accurate, timely, and well-coordinated financial outputs. This role partners closely with Reporting Managers, Advisory, and Tax to deliver a seamless, high-touch client experience while maintaining strong control over financial data and workflows.

Requirements

Bachelor’s degree in Accounting, Finance, or related field required
4+ years of experience in family office, private wealth, public accounting, or financial services
Experience supporting high-net-worth or ultra-high-net-worth clients in a client-facing role
Exposure to multi-entity structures and financial operations
Experience with Sage Intacct or similar accounting systems preferred
Strong Excel and analytical skills
Experience with reconciliations, cash management, and financial reporting support
Strong attention to detail and ownership mindset
Ability to manage multiple priorities across complex client environments
Comfort working in fast-paced, high-expectation environments
Clear, professional communicator with strong client presence
Ability to coordinate across multiple teams and external advisors
Highly responsive and service-oriented approach
Strong service mindset with client-first orientation
Ability to operate within a single family office environment with complexity and ambiguity
Focus on continuous improvement and process discipline

Nice To Haves

Experience with Sage Intacct or similar accounting systems preferred

Responsibilities

Serve as a primary day-to-day contact for clients, delivering responsive and high-quality service
Operate within a single family office model, supporting a wide range of financial and operational needs
Coordinate with external advisors including tax, legal, and insurance professionals
Anticipate client needs and proactively manage requests and deliverables
Oversee client bill payment processes, ensuring accuracy, timeliness, and proper documentation
Manage vendor relationships and cash disbursement workflows
Identify and resolve discrepancies or issues in financial activity
Maintain organized records and audit-ready documentation
Support monthly and quarterly close processes across multi-entity structures
Prepare and review balance sheets, income statements, and supporting schedules
Perform quarter-over-quarter variance analysis and support explanation development
Ensure alignment and consistency across client entities and reporting outputs
Track investment activity, capital movements, and cash flows across client entities
Reconcile custodial data to general ledger activity
Monitor liquidity and support cash flow visibility for upcoming needs
Maintain accurate and timely financial records within Sage Intacct or comparable systems
Reconcile system data to external sources including custodians and banking platforms
Identify data breaks and partner with teams to resolve discrepancies
Support standardized processes across systems and workflows
Track and reconcile inter-entity transactions and balances
Support identification and resolution of inconsistencies
Ensure clean, fully reconciled data across structures
Partner with Reporting, Advisory, and Tax teams to ensure aligned financial outputs
Support preparation of client deliverables and reporting packages
Reduce rework by ensuring accuracy and completeness of inputs
Manage multiple client workstreams with strong organization and follow-through
Ensure all assigned tasks are completed, documented, and closed
Maintain clear communication across internal and external stakeholders