Job Description
Job Description
Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support.
Position Overview
The Financial Accountant will primarily support revenue-related accounting and reporting activities across our client base. This role emphasizes accuracy in billing, revenue recognition, and client reporting while ensuring a seamless experience for families and advisors. The ideal candidate is detail-oriented, highly organized, and committed to maintaining the highest standards of professionalism and confidentiality.
Key Responsibilities
- Prepare and process client billing, fee calculations, and revenue recognition in accordance with firm policies.
- Monitor and reconcile client accounts to ensure the timely collection of fees and the accuracy of payments.
- Support the preparation of revenue and financial performance reports for internal leadership and external clients.
- Partner with client service teams to review billing arrangements and ensure alignment with client agreements.
- Track and analyze revenue trends to support forecasting, budgeting, and decision-making.
- Assist with the preparation of client-level financial reporting packages.
- Maintain detailed records of billing adjustments, credits, and other revenue-related transactions.
- Collaborate with tax and finance teams to ensure accurate reporting and compliance.
- Contribute to process improvements in revenue management, billing, and reporting workflows.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required.
- 1–3 years of accounting, billing, or revenue operations experience; family office, wealth management, or professional services background preferred.
- Strong Excel skills; experience with accounting or billing systems (e.g., QuickBooks, Sage Intacct, Addepar, or similar) is a plus.
- Strong understanding of revenue recognition principles and client billing practices.
- Excellent organizational skills with the ability to manage multiple deadlines.
- Strong communication skills with a client-service orientation.
- High level of discretion and professionalism in handling sensitive information.
What We Offer
- Exposure to unique revenue structures and client arrangements within a multi-family office setting.
- A collaborative environment with opportunities for career development.
- Competitive compensation and benefits.
- The opportunity to contribute to meaningful work supporting the financial well-being of families.
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.