Staff Accountant / Expense Analyst
Location: Midtown, NYC | Hybrid, 3 days in office
Base Salary: $120,000–$140,000 + Bonus
A confidential family office is seeking a Staff Accountant / Expense Analyst to provide day-to-day financial and administrative support.
This is a varied, hands-on role covering accounts payable, bookkeeping, expense management, and substantial administrative responsibilities. The right person enjoys wearing multiple hats, keeping records organized, responding to requests, and following through on details.
Responsibilities
Accounting & Expense Management
- Process accounts payable, review invoices, and monitor accounts to ensure timely payments.
- Manage vendor inquiries, payment requests, and relationships.
- Research and resolve discrepancies involving accounts, invoices, and bill payments.
- Review and record staff expense reports.
- Complete monthly credit card reconciliations and related reporting.
- Maintain bookkeeping records and assist with monthly financial statement preparation.
Administrative & Family Office Support
- Respond to requests and inquiries, coordinating with colleagues and outside parties as needed.
- Maintain charitable contribution letters and supporting records for annual tax packages.
- Review insurance schedules and coordinate updates.
- Assist with LLC administration and related documentation.
- Maintain accurate, organized files in accordance with record retention procedures.
- Support special projects and handle recurring administrative tasks as priorities change.
Qualifications
- 2+ years of accounting, accounts payable, or bookkeeping experience.
- Bachelor’s degree in Accounting, Finance, Business, or a related field; other majors considered.
- Familiarity with Microsoft Office; QuickBooks experience strongly preferred.
- Excellent organizational skills, attention to detail, and follow-through.
- Strong communication skills and a professional, service-oriented approach.
- Comfortable balancing accounting work with administrative duties and shifting priorities.
- Ability to work independently and collaboratively while handling confidential information with discretion.
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