Position Overview
Job Description
Insight Global is assisting a client of our in identifying a motivated and detail-oriented Junior Finance Manager to support the financial operations of a U.S.-based family office. This role supports the accounting, financial reporting, cash management, and budgeting functions, working closely with group finance and external advisors across a portfolio of operating entities and personal assets.
The ideal candidate combines solid technical accounting skills with discretion, a willingness to learn, and the ability to work effectively in a highly confidential, relationship-driven environment.
• Prepare monthly, quarterly, and annual financial statements for family entities, trusts, and investment vehicles
• Maintain general ledger accuracy and perform reconciliations across multiple accounts and entities
• Assist with consolidation of financial reporting across investment, operating, and personal structures
• Support budget preparation, foreca...