Senior Manager, Family Office

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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 help deliver high-touch service to our multi-family office clients. The successful candidate will act as a financial quarterback to our clients and their families; and will be responsible for managing the daily accounting/financial activities for multiple client entities, strategic reporting, financial modelling. The candidate will support the Family Office team in the overall productivity and effectiveness of the practice and will foster close working relationships with internal and external stakeholders.

The incumbent will work collaboratively and cross-functionally with key stakeholders across different service lines, business unit leaders, accounts and marketing team, finance, information technology, human resources and executive team and external service providers.

• 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 modeling and Key Performance Indicator reports using Family Office technology and other tools
• Maintain client’s document management system and related technology platform
• Coordinate financial activities with external/internal advisors (bankers, accountants, lawyers) such as their investment activities, capital calls, and conduct a comprehensive analysis of the client’s pro forma information.
• Together with the Wealth Strategy leader, offer advice on optimizing cash flow and the overall structure.
• 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 to 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.
• Has an 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

The expected base salary range for this position is $102,500-…