Senior Manager, Family Office

Overview

At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world. Our Family Office service team is growing, and we are looking to hire a Senior Manager to deliver high‑touch service to multi‑family office clients. The successful candidate will act as a financial quarterback for our clients and their families;

responsible for managing the daily accounting/financial activities for multiple client entities, strategic reporting, and financial modelling.

• Act as a controller to clients and maintain a consolidated view of their overall financial/investment picture and provide strategic advice on cash flow management, financial performance and forecasting
• Coordinate accounting, bookkeeping, investment reporting activities and oversee the finance/accounting/bookkeeping team’s activities
• Act as the key liaison for the client and hold regular status update meetings in conjunction with the Lead Family Office Relationship Manager, Lead Partner and Family Office Leader
• Conduct financial reconciliation, accuracy checks and maintain a strong understanding of complex financial structures involving investment companies, brokerage and bank accounts, credit and lending structures, trusts, partnerships, and estate planning
• Prepare customized reporting including financial modelling and KPI reports using Family Office technology and other tools
• Maintain client document management system and related technology platform
• Coordinate financial activities with external/internal advisors (bankers, accountants, lawyers) such as investment activities, capital calls, and conduct a comprehensive analysis of the client’s pro forma information
• Offer advice on optimizing cash flow and overall structure in partnership with the Wealth Strategy leader
• Maintain an understanding of the investments and a general understanding of the fiscal, legal and accounting implications
• Act as the project manager for multi‑family office or single‑family office engagements and coordinate various client related moving parts and ensure on‑time responses and delivery
• Support the Lead Relationship Manager and Family Office Leader with the proposal process
• Help maintain client prospect lists, pipeline reports and other business development/leadership update reports

• Bachelor’s or master’s degree in Commerce, Finance or Accounting; CPA – CGA is an asset
• 7+ years client‑facing/relationship management with a focus on financial analysis, accounting and bookkeeping or wealth strategy
• Prior audit, tax, financial controller experience is an asset
• Prior experience working with a Family Office or professional services organization in a similar role is an asset
• Ability to synthesize large quantities of complex data into meaningful insights for the client
• Ability to work and effectively communicate with senior‑level business partners
• Excellent business judgment, analytical, and decision‑making skills
• Knowledge of financial reporting and data mining tools such as SQL, Access, etc.
• Strong demonstrated use of Excel, Word, and Power Point
• Strong interpersonal/facilitation and client relationship management skills
• Eagerness to learn and help grow the practice
• Strong familiarity with KPMG service lines and strong network within professional services is an asset
• Ability to work strategically and collaboratively across functions/groups
• Effective, versatile and action‑oriented

Passion, it’s what drives entrepreneurs, family businesses and fast‑growing companies alike. It’s also what inspires KPMG Enterprise and Family Office advisers to help our clients drive success. KPMG advisers in member firms around the world are dedicated to working with businesses and successful families. Whether our clients are an entrepreneur looking to get started, an enterprising family, an innovative, fast‑growing company, a successful executive or professional, or an established company looking to an exit, KPMG advisers understand what is important to our clients and can help them navigate their challenges — no matter the size or stage of their business.

Our…