Personal CFO Associate (Finance)

Location: New York, NY; onsite 4 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 activities.
• Maintain vendor records, manage W-9 and NDA documentation, and communicate with vendors.
• Record and submit vendor invoices through Intacct or Bill.com.
• Prepare journal entries for cash transfers, payroll, accruals, asset purchases, capital improvements, and client personal assets.
• Reconcile bank, brokerage, and credit card statements, including transaction feeds into accounting systems.
• 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 Office, especially Excel and PowerPoint.
• Strong analytical, problem-solving, organizational, and time-management skills.
• Ability to work independently and contribute effectively as part of a team, with sound judgment and attention to detail.
• Must have unrestricted work authorization in the United States; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents.

Culture & Benefits

• Collaborative, client-first environment focused on simplifying clients’ lives and preserving wealth across generations.
• 401(k) plan with employer matching.
• Subsidized medical plans and employer-paid dental, vision, life, and disability insurance.
• Paid maternity and parental leave, paid time off, and flexible spending and health savings accounts.
• Training reimbursement, paid professional designations, commuter benefits, corporate discounts, and volunteer days.