Robert Half Finance & Accounting Senior Accountant - Family Investment Office in Danville, California

Family Investment Office private is looking for their next Senior Accountant to manage relationships with its family office clientele. The investment firm's family office division manages money for some of the most prominent and wealthy families in the world. The Senior Accountant will work within the Investment Accounting team to provide accounting and financial reporting information for the firm's family office clientele. This a great opportunity to build out and define the accounting process flow and improve upon existing practice. Working directly with portfolio management, client services and operations teams the Senior Accountant will: -Manage the disbursement of client's investment and trust income, reconciling of client's investment accounts and managing fund transfers. -Manage cash flow forecasting for client's portfolio of investments, charitable contributions and personal expenses. -Manage the creation and distribution of GAAP compliant financial statements for client's portfolio of investments. -Manage reporting for client's asset allocation strategies for entirety of investment portfolio, providing value-added insight into exposure, implied risk and liquidity concerns. This is a great opportunity to join a growing team of accountants and to build out and put your stamp on the structure of the accounting department within this private investment firm. If you are interested in applying please contact as the company is looking to hire by the end of September.

Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.

But don't take our word for it. Our parent company, Robert Half, once again was named to FORTUNEĀ® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.

Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

Equal Opportunity Employer M/F/Disability/Vet

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Req ID: 00412-9500201077

Functional Role: Accountant - Sr.

Country: USA

State: CA

City: Danville

Postal Code: 94506

Compensation: DOE

Requirements: -4+ years of accounting experience, preferably with exposure to real estate or financial services -Bachelors in Accounting -nice to have: Yardi experience