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 ...