What are the responsibilities and job description for the Personal Financial Manager position at sterlingtonpllc?
Reports to: CEO
Department: Finance
Location: Remote (Global)
Type: Independent Contractor
About Sterlington
Sterlington is a full-service law firm that combines legal and commercial excellence with modern ways of practicing. Our high-caliber partners work on complex business matters with a tailored approach to client service and a focus on financial flexibility and innovation.
We are the ultimate law firm for private clients, private capital, senior executives, founders, HNWIs and family offices, as well as related businesses, in both corporate and litigation matters. We take a commercial and holistic approach to the legal and business needs of our clients.
The Opportunity
We are seeking a qualified accountant to serve as Financial Controller providing personal financial support to the founder of a global international law firm. This is a unique opportunity to provide high-level financial management and strategic support for complex personal financial structures, working directly with the senior partner in a fully remote capacity.
Key Responsibilities:
Financial Management & Reporting
- Oversee personal financial operations across multiple entities, including trusts and estate planning structures
- Maintain accurate financial records and produce regular reporting on assets, liabilities, and cash flow
- Coordinate inter-entity transfers and ensure proper documentation and compliance
- Monitor and reconcile bank accounts across various entities and jurisdictions
Operational Support
- Manage bill payment processes and vendor relationships
- Track and organize investment holdings and related documentation
- Coordinate with external advisors including wealth managers, attorneys, and tax professionals
- Maintain organized financial filing systems and ensure document retention protocols
Strategic Partnership
- Provide proactive financial insights and recommendations to support decision-making
- Identify opportunities for process improvement and operational efficiency
- Anticipate financial management needs and develop solutions independently
- Serve as trusted partner on confidential and sensitive financial matters
Qualifications:
- Qualified accountant (CPA, CA, ACCA, or equivalent professional certification)
- 5-8 years of accounting experience, preferably including family office, private wealth, or high-net-worth client service
- Strong understanding of trust structures, estate planning entities, and multi-entity accounting
- Excellent attention to detail and commitment to accuracy in financial record-keeping
- High degree of discretion and ability to handle confidential information with integrity
- Exceptional organizational skills and ability to manage multiple priorities independently
- Excellent written and verbal communication skills
- Proficiency with accounting software and financial management platforms