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.