Senior Manager, Family Office Transition & Technology Transformation
About The Position
The Family Office Transition & Technology Transformation Senior Manager is a senior client-facing consulting role responsible for leading the design and delivery of future-state accounting operations for family office clients. This individual owns the assessment of current environments, defines solution architecture, and drives complex client transitions from fragmented processes to scalable, integrated operating models. This role emphasizes leadership across discovery, design, and execution, requiring deep expertise in family office structures, technology transformation, and stakeholder management, while ensuring successful outcomes that support long-term outsourced accounting operations.
Requirements
- Bachelor’s degree in accounting required or equivalent working experience
- Minimum of 8 years of experience in family office accounting, outsourced accounting, or consulting environments
- Strong pre-existing knowledge of family office entity structures, ownership, intercompany, and investment accounting
- Proven experience leading technology implementations, system integrations, and process redesign in complex multi-entity environments
Nice To Haves
- Familiarity with investment systems (e.g., Addepar, Black Diamond)
- CPA or equivalent credential
Responsibilities
- Lead discovery engagements to assess client technology, processes, controls, and entity structures
- Own and define future-state design, including: GL and accounting system architecture, AP and expense workflows, investment accounting processes, and reporting frameworks
- Develop and oversee transition roadmaps, including sequencing, dependencies, and change management considerations
- Lead execution of transition plans and coordinate across internal and client stakeholders
- Ensure comprehensive documentation and a seamless handoff for post-transition support
- Lead system selection and implementation strategy (e.g., Sage Intacct)
- Identify process gaps, risks, and inefficiencies and define scalable solutions
- Design and approve workarounds for system limitations, ensuring control and reporting integrity
- Establish and standardize best-practice accounting and operational processes
- Drive automation, integration, and workflow improvements across functions
- Apply deep expertise in multi-entity structures (operating, investment, trusts) and intercompany relationships and ownership structures
- Oversee investment accounting processes, reconciliations, and reporting design
- Provide guidance on platforms like Addepar and Black Diamond and their integration into the accounting ecosystem
- Lead client communications and present recommendations to senior stakeholders
- Partner with delivery leadership to ensure alignment and successful transition to steady-state operations
- Own timelines, risks, and execution quality across engagements
- Lead development of templates, tools, and standardized methodologies
- Coach and mentor Managers and team members
- Drive continuous improvement of transition processes and firm capabilities
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
501-1,000 employees
