Senior Accountant

Job Purpose As a Senior Accountant at HFO, you are a foundational hire joining a lean, intentionally built single-family office at the ground level. Reporting to the SVP of Accounting & Finance, you will own the day-to-day financial engine — the debits and credits, reconciliations, close cycle, and data integrity that everything else depends on. You will work closely with the SVP and Director of Financial Operations, with a clear path to grow into a Controller role within 24 months. This is not a seat-warming role: you will build alongside a two-person leadership team in an environment where your work compounds in impact and the playbook is still being written. Key Responsibilities - Own day-to-day bookkeeping and data entry across all entities — the debits and credits that keep the ledger clean and current. - Execute and manage the monthly close process, including journal entries, accruals, and prepaid schedules. - Perform thorough bank reconciliations across all accounts using NetSuite and Ramp. - Prepare and own monthly balance sheet reconciliations with full supporting documentation. - Review financial statements and general ledger accounts for accuracy and completeness. - Manage the end-to-end accounts payable process: invoice processing, payment runs, and vendor reconciliations within Ramp and NetSuite. - Handle intercompany transactions, ensuring proper eliminations and accurate consolidated reporting. - Partner with the Director of Financial Operations on monthly reporting — providing clean, reconciled data that feeds dashboards and KPI packages. - Drive continuous reduction of the monthly close timeline through process discipline, automation, and proactive identification of bottlenecks. - Build and maintain real-time or near-real-time reporting of key financial KPIs, reducing dependence on manual end-of-period data pulls. - Actively deploy AI tools (including Claude, ChatGPT, and similar platforms) to automate data ingestion, anomaly detection, expense classification, reconciliation workflows, and variance analysis. - Design and implement AI-native workflows within NetSuite and Ramp that reduce manual drag and accelerate the close cycle. - Leverage automation platforms (Zapier, Make, or equivalent) and light scripting or no-code tools to connect systems and eliminate repetitive tasks. - Identify and systematically eliminate repetitive, error-prone, or slow processes — treating inefficiency as a solvable problem, not a given. - Assist with and take increasing ownership of financial audits as scope and tenure grow. - Support tax filings, preparation, and management of related schedules in coordination with external advisors. - Assist in developing and implementing internal accounting policies and procedures tailored to a family office environment. - Handle sensitive financial and personal information with absolute discretion and professional judgment. - Create ad hoc reports and develop new reporting mechanisms as the HFO function scales. - Assist the Finance team with other tasks and special projects as needed. Requirements Key Competencies - Ability to work independently with little supervision, demonstrating proactive ownership and leadership. - Builder mindset: self-motivated and self-directed, with a bias toward automation and process improvement. - Strong aptitude for numbers, spreadsheets, and financial reports, with advanced analytical skills. - Accurate and precise attention to detail, especially in complex and sensitive financial data. - Strong written and verbal communication skills, able to translate complex concepts clearly for leadership. - Excellent time management skills with the ability to manage multiple priorities and competing deadlines. - Ability to learn fast and adapt to new systems and processes in an evolving environment. - A true team player who thrives in a small, collaborative, and high-trust environment. - Demonstrated ability to handle sensitive, confidential information with the utmost discretion. - Committed daily practitioner of AI tools in real finance work — not theoretical familiarity. - Clear growth orientation: actively building toward Controller responsibilities within 24 months. Education / Experience - 5–8 years of progressive accounting experience; public accounting background (audit/assurance) strongly preferred. - B.Sc./B.A. in Accounting, Finance, or a relevant field; CPA preferred or actively in progress. - Current or recent role as Senior Accountant, Accounting Manager, or Assistant Controller, with demonstrated ability to own full-cycle operations without a large support team. - Expert-level proficiency in NetSuite; hands-on experience with Ramp or comparable expense management platforms. - Advanced Excel and/or Google Sheets skills; comfortable with data modeling and financial analysis. - Demonstrated, hands-on AI practitioner in real finance work — you have built or deployed workflows that meaningfully reduce manual effort. - Good numerical skills and the ability to spot complex discrepancies and errors. - Experience in a family office, private wealth, multi-entity, or entrepreneurial environment is a strong plus. - Ability to work effectively without supervision and under stress, demonstrating resilience. - Ability to handle sensitive, confidential information with utmost discretion.