Financial Operations Manager

Company Overview

Trove is a leading multi-family office, providing tailored solutions to ultra-high-net-worth families and their organizations. We specialize in day-to-day financial operations, sophisticated wealth management, and family governance. Our firm stands out as North America's premier independent multi-family office, driven by innovation, personalized service, and an expert team.

At Trove, we build centers of excellence through a trusted, innovative, and expert team dedicated to supporting our families and engagements. We seek motivated, analytical, and collaborative professionals with a passion for financial management, operational efficiency, and client service. If this sounds like you, explore the Financial Operations Manager role below!

Job Description

As a Financial Operations Manager, you will oversee financial processes, reporting, and operational efficiencies for client engagements. You will manage accounting functions, ensure compliance with financial regulations, and support technology-driven solutions to enhance financial operations. This role requires strong expertise in financial reporting, investment tracking, tax planning coordination, and team leadership.

Key Responsibilities

Client Financial Management

• Oversee financial operations for client accounts, ensuring accuracy, efficiency, and compliance.

• Support financial reporting, including the preparation and review of financial statements, investment reports, and asset consolidation.

• Implement financial controls and risk management protocols to safeguard client assets.

• Collaborate with external tax advisors to support tax planning and compliance efforts.

• Ensure adherence to regulatory requirements, including trust and estate planning considerations.

• Assist in managing multi-jurisdictional tax and regulatory matters to mitigate risks.

Operational Excellence & Technology

• Drive process improvements to enhance financial reporting accuracy, automation, and efficiency.

• Leverage financial technology platforms (e.g., Sage Intacct, NetSuite, Addepar) to improve reporting and data integrity.

• Identify opportunities for process automation and scalability while maintaining strong financial controls.

Team Leadership & Development

• Manage and develop a team of accountants and financial professionals, fostering collaboration and continuous learning.

• Oversee workload distribution, ensuring timely execution of deliverables within budget.

• Establish high-performance standards and ensure compliance with best practices.

• Promote a culture of innovation, accountability, and service excellence.

Qualifications, Skills & Experience

• Bachelor’s degree required; CPA, CFA, MBA, or equivalent financial designation preferred.

• 6 years of experience in financial operations, accounting, or wealth management.

• Strong experience in investment reporting, financial controls, and regulatory compliance.

• Proven ability to enhance financial processes and operational efficiency.

• Excellent communication and problem-solving skills, with the ability to manage client relationships effectively.

• Experience with financial systems such as Sage Intacct, NetSuite, or Addepar.