Associate, Personal CFO (Finance)

Location: Newport Beach, California; onsite four days per week

Salary: $76,000–$114,000 USD per year

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

• Perform daily, weekly, and monthly bookkeeping functions for client accounts.
• Maintain vendor records, manage W-9 and confidentiality documentation, and communicate with vendors.
• Record invoices in Intacct or Bill.com and submit them for review.
• Prepare vendor, credit, and other applications on behalf of clients.
• Process applicable annual Form 1099s and record journal entries for transfers, payroll, accruals, asset purchases, and capital improvements.
• Reconcile bank, brokerage, and credit card statements, maintain client records, respond to requests, and prepare ad hoc analyses and reports.

Requirements

• 0–3 years of work experience.
• Bachelor’s degree in business, economics, finance, or a related field.
• Proficiency in Microsoft Excel and PowerPoint, along with data analysis tools and software.
• Strong analytical, problem-solving, organizational, and time-management skills.
• Ability to work independently, demonstrate accountability and ownership, and protect confidential information.
• Must have unrestricted authorization to work in the United States; U.S. citizens or permanent residents are generally eligible.

Culture & Benefits

• Collaborative, client-first environment focused on professional growth and continuous improvement.
• 401(k) plan with employer matching and subsidized medical plan options.
• Employer-paid dental, vision, life, AD&D, and short- and long-term disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.