Pathstone
Senior Associate, Client Relationship Management & Accounting
Atlanta, GA · Senior
No sponsorshipDetected 4 days ago
Project ManagementFinancial AnalysisAccountingExcelCommunicationFinancial ReportingVariance Analysis
About the role
- Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
- Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals.
- This role operates within a single family office environment, serving as a key point of execution and coordination across the client's financial ecosystem.
Responsibilities
- Client Relationship and SFO Support
- Anticipate client needs and proactively manage requests and deliverables
- Manage vendor relationships and cash disbursement workflows
- Maintain organized records and audit-ready documentation
- Financial Reporting and Close Support
- Support monthly and quarterly close processes across multi-entity structures
- Perform quarter-over-quarter variance analysis and support explanation development
- Monitor liquidity and support cash flow visibility for upcoming needs
- Maintain accurate and timely financial records within Sage Intacct or comparable systems
- Identify data breaks and partner with teams to resolve discrepancies
Requirements
- Bachelor's degree in Accounting, Finance, or related field required
- 4+ years of experience in family office, private wealth, public accounting, or financial services
- Experience supporting high-net-worth or ultra-high-net-worth clients in a client-facing role
- Experience with reconciliations, cash management, and financial reporting support
- Comfort working in fast-paced, high-expectation environments
- Ability to coordinate across multiple teams and external advisors
- Ability to operate within a single family office environment with complexity and ambiguity
- Increasing ability to operate independently across client relationships
Nice to have
- Experience with Sage Intacct or similar accounting systems preferred
Benefits
- include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
- Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work.
Equal opportunity
- equal opportunity employer.
Visa & Work Authorization
- Please note, we are unable to provide visa sponsorship for the position offered.
- Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
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This listing is sourced directly from Pathstone's careers page and normalized into a canonical job model.