As a Senior Accountant at IO Global, you will be a foundational hire in a lean, intentionally built single-family office. 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.
What You'll Do
- Own day-to-day bookkeeping and data entry across all entities.
- 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.
- Actively deploy AI tools 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 and light scripting or no-code tools to connect systems and eliminate repetitive tasks.
- Identify and systematically eliminate repetitive, error-prone, or slow processes.
- 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.
What We're Looking For
- 5–8 years of progressive accounting experience.
- B.Sc./B.A. in Accounting, Finance, or a relevant field.
- 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 manual effort.
- Good numerical skills and the ability to spot complex discrepancies and errors.
- Ability to work effectively without supervision and under stress, demonstrating resilience.
- Ability to handle sensitive, confidential information with utmost discretion.
Nice to Have
- Public accounting background (audit/assurance) strongly preferred.
- CPA preferred or actively in progress.
- Experience in a family office, private wealth, multi-entity, or entrepreneurial environment is a strong plus.
Technical Stack
- NetSuite
- Ramp
- Excel
- Google Sheets
- AI tools (Claude, ChatGPT)
- Automation platforms (Zapier, Make)
Team & Environment
You will join a lean team, reporting directly to the SVP of Accounting & Finance and working closely with the Director of Financial Operations. The culture is small, collaborative, and high-trust, with a builder mindset and a bias toward automation and process improvement.
Work Mode
This is a fully remote position (telecommute) open to candidates in the United States.
