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Following are the current openings at Geller &
Company. To apply for a listed position, please click here
FAMILY OFFICE SERVICE - STAFF ACCOUNTANT
Geller & Company seeks an Accountant to join our Family Office Services team. We’re looking for a motivated individual interested in pursuing a career within the wealth management industry.
Geller Family Office Services LLC (GFOS), a division of Geller & Company
GFOS is a multi-family office located in New York City. Our team is comprised of more than 35 talented professionals of high integrity who have considerable experience dealing with high net worth families and individuals. We typically serve as the quarterback of our clients’ financial team, selecting best-in-class products and service providers, coordinating their activities and monitoring their performance to ensure our clients' needs are always represented. This may include the selection and oversight of investment advisors, preparing financial statements, cash management, tax planning and preparation, negotiating with banks and comprehensive financial and estate planning. Whatever the scope of our relationship, our integrated approach and fee for service model ensure that clients benefit from our best thinking, with no conflicts of interest.
Duties & Responsibilities
- Direct responsibility for cash management process and accounting for high net worth clients including review and preparation of deposits, accounts payable, payroll and bank reconciliations
- Maintain General Ledger
- Prepare financial statements including balance sheets, income statements and statements of cash flow
- Interact daily with multiple clients, financial institutions and vendors
- Maintain client files and records
- Track and follow through on various client projects and requests
- Understand clients’ investments, assets, liabilities, expenditures and related transactions
Skills & Education Requirements
- Experience working with a variety of clients; experience with high net worth individuals is preferred
- Bachelor’s degree in accounting or finance and/or 1-3 years accounting work experience required
- Strong proficiency in Microsoft Excel and Word; proficiency in QuickBooks or Junxure is a plus
- Must have the flexibility to work on multiple projects simultaneously and possess the ability to prioritize duties
- Excellent written and oral communication skills
- Strong organizational and analytical skills
- Ability to work in a small, team-oriented and client-focused environment
- Ability and desire to take on more responsibilities and develop in the department
- Experience with income tax, investments and/or insurance a plus
Click Here to Apply
TECHNICAL TRAINER
Duties & Responsibilities
- Conduct instructor-led training for company software users; coordinate specialized training with other business units or vendors when specific expertise beyond the scope of this role is required.
- Deliver hands-on product training to ensure quality instruction and course content.
- Create, maintain, and update curriculum and courseware based on new product features, top customer support issues, employee feedback and input from teams.
- Partner closely with Human Capital and business unit senior managers to determine training priorities, assess needs and make recommendations.
- Provide content (course descriptions, objectives, overviews, etc.) for training material on internal website.
- Prepare classes to ensure positive environment and a professional image.
- Maintain a strong service orientation, a team-focused mentality and the ability to incorporate best-practice from the field of training and technology into standard operations.
- Research and recommend candidate test systems for Geller software (e.g. for Word and Excel) depending upon position being filled.
- Work with IT/IS to maintain the training room, training network, and all related training systems.
- Prepare, recommend and oversee Training and Development budget, schedules expenditures.
- Assist business units in documenting key processes to: maintain knowledge within Geller & Co; provide future training material for new employees; review processes to define efficiency gains or enhance overall effectiveness.
- Approve educational requests; analyzes variances and adhering to sound financial management practices in the training budget.
Skills & Education Requirements
- Excellent written and verbal communication skills.
- Bachelor's degree in Technology, Instructional Design or Information Systems.
- Minimum 6 to 8 years of related work experience.
- Experience crafting technical training curriculum and content.
- SharePoint experience a plus.
- Microsoft Office applications specialist (2003 or 2007) a requirement.
- Prior helpdesk experience a plus.
- Ability to work effectively on project teams or independently.
Click Here to Apply
GLOBAL DATA JUNIOR ANALYST
Duties & Responsibilities
- Monthly close activities (accruals, reclassifications, prepaids, etc.)
- Business Planning and Financial Modeling
- Budgeting (Revenue, Operating Expense, including compensation and capital)
- Reforecast
- Management Reporting (P&L and Capital) – Product Line and Cost Center
- Budget vs. Actual Reporting
- Actual vs. Actual Reporting (prior period vs. current period)
- Financial Package Submissions
- Business Analysis (vendor contract analysis, new products, etc.)
- Ad hoc projects
Skills & Education Requirements
- Bachelors in Accounting or Finance.
- Strong knowledge of Accounting principle – accruals, prepaids
- Strong analytical skills
- Strong business writing skills for writing financial commentaries
- Strong Excel skills, PowerPoint skills a plus
- Ability to work well with various people across the organization
- SAP and or HFM a plus
Click Here to Apply
BILLING COORDINATOR
The Position
The ideal qualified individual will have a bachelor’s degree in a business major and 2 to 4 years experience preferably in a professional services environment (Financial or Legal). This position is in the Internal Finance Department and reports to the Manager of Financial Planning and Analysis / Interim Billing Manager. The candidate must be a true team player with a proactive attitude that shows a strong interest in learning, growing and contributing. The candidate must be able to work in a dynamic and fast changing environment. The candidate must show professionalism and the ability to interact with all levels of management independently.
Duties & Responsibilities
- Prepare accurate and timely monthly, quarterly, semi-annual and annual client billings including:
- Fixed fee time entries
- Transaction timekeeper entries
- ASP time entries
- Commission time entries
- Implementation fee entries
- AUA/AUM Fees
- Other as required
- Set-up new clients and client-matter codes as per client contracts.
- Maintain client/client-matter data such as effective dates, type, billing/responsible/assigned managers, dept.,
- Set-up new timekeepers and maintain timekeeper data such as rank, type, dept, etc.
- Train new employees on time entry process
- Maintain timekeeper Bill Rates and Rank Codes
- Maintain necessary override rates at the client, matter and timekeeper level
- Maintain client billing logs
- Prepare recurring analysis including:
- Weekly WIP Report
- Business Unit Dashboards
- Liquidity Report
- Management Package Reporting
- Communicate with billing managers verbally and via email regarding billing inquiries/adjustments, client/client-matter set ups, timekeeper bill rates, client/client matter override rates, etc.
- Cross Train on all aspects of billing
- provide support during the annual and quarterly reforecast process
- Special Projects: Reporting Portal, Sharepoint, CMS upgrades, other as assigned.
Skills & Education Requirements
- Strong organizational skills and strong verbal and written communication skills
- Very strong Excel and Microsoft Office Suite skills
- Strong propensity to working with enterprise software packages in an administrative capacity (CMS or other similar Time & Billing system a strong plus):
- ability to update timekeeper/user information
- ability to update client/vendor information
- ability to create and modify reports
- knowledge of database table structures
Click Here to Apply
FAMILY OFFICE SERVICES - ACCOUNTING SUPERVISOR
Geller Family Office Services LLC (GFOS), a division of Geller & Company
GFOS is a federally registered RIA and multi-family office located in New York City. A notable factor in our growth has been our success in attracting and maintaining clients with liquid assets greater than $25 million, the majority of whom are successful and entrepreneurial wealth creators. Our team of over 40 includes successful, talented professionals of high integrity who have considerable experience dealing with high net worth families and individuals.
We typically serve as the quarterback of our clients’ financial team, selecting best-in-class products and service providers, coordinating their activities and monitoring their performance to ensure our clients' needs are always represented. We play a role as an impartial advocate for our clients. GFOS understands that every client has unique circumstances and challenges, so we tailor our process and recommendations to meet their specific needs. We start by developing a thorough understanding of our clients – what they hope to accomplish personally and professionally, their values, and the legacy they wish to leave to their families and the community. From there we translate their vision into a comprehensive proactive strategy designed to meet their wealth management objectives. This allows us to customize a comprehensive service offering to uniquely suit a family’s needs, goals and objectives. This may include the selection and oversight of investment advisors, preparing financial statements, tax planning and preparation, negotiating with banks, and comprehensive financial and estate planning. Whatever the scope of our relationship, our integrated approach and fee for service model ensures that clients benefit from our best thinking with no conflicts of interest. We maintain a supportive, collaborative and entrepreneurial culture that appreciates and rewards individual initiative and a can-do spirit.
GFOS is currently seeking a well-qualified candidate to join our team as an Accounting Supervisor.
Overview of the Position:
- Supervise bookkeepers and junior accountants in the cash management process for high net-worth clients. Responsibilities include overseeing and developing staff as well as reviewing checks, wire transfers, capital calls, and investment transfers.
- Prepare, review and analyze weekly, monthly, and annual financial statements, budgets and supporting schedules for high net-worth individuals including review of general ledgers.
- Assist in financial reporting for clients including cash flow statements, and balance sheets. Review coding and reports regularly to ensure accuracy and consistency.
- Record or review journal entries for home sales, asset purchases, mortgages and other complex transactions.
- Assist client with maintaining books and records for Private Family Foundations, Donor Advised Funds, charitable giving databases and handling correspondence with charitable organizations.
- Supervise preparation and review of bank reconciliations, monthly cash flow reports, and financial statements.
- Prepare or review reports summarizing investment performance and ensure investment activity is recorded as applicable.
- Communicate and coordinate with clients, as well as vendors, bankers, insurance brokers, attorneys as appropriate.
- Projections, budgeting and other financial analysis as needed.
- Assist in managing adherence to policies and procedures for cash management department.
Core Competencies and Personal Attributes:
The successful candidate will have good interpersonal skills and an entrepreneurial nature. The candidate must possess strong accounting and analytical skills as well as a desire to learn. Familiar with the broad implications of Taxes, Estate Planning, Financial Planning, Investments and other key wealth management issues a plus.
We are seeking an individual who can work in a fast paced and demanding environment. The candidate must be able to provide superior client service (to external and internal clients), maintain strong attention to detail, and have effective communication skills. The ideal candidate will be flexible and have the ability to manage multiple tasks with changing levels of priority, possess strong organizational skills. It is critical that the candidate be proactive and willing to work closely with the team.
Summary of Qualitfications:
- 8-10 years accounting experience working with a variety of clients, preferably in the high net-worth community.
- Solid experience with Microsoft Office (Excel, Word).
- Microsoft Dynamics (FKA Solomon) experience helpful.
- Proficiency in QuickBooks or similar accounting programs a plus.
- Tax preparation experience is a plus.
- Team player with ability to deal in a dynamic environment.
- Strong organizational and multi-tasking skills with the ability to plan and prioritize within a multi-client environment. Ensure efficient and timely deliverables; adapt quickly to a changing environment.
Skills and Education:
- BA or equivalent required in Accounting, Finance, or Tax.
- MBA helpful.
- CFP, CPA or other professional designations are helpful.
Click Here to Apply
CLIENT SERVICE ACCOUNTANT - FAMILY OFFICE SERVICES
Geller & Company seeks a Client Service Accountant to join our Family Office Services team. We’re looking for a motivated individual interested in pursuing a career within the wealth management industry.
Geller Family Office Services LLC (GFOS), a division of Geller & Company
GFOS is a federally registered RIA and multi-family office located in New York City. A notable factor in our growth has been our success in attracting and maintaining clients with liquid assets greater than $25 million, the majority of whom are successful and entrepreneurial wealth creators. Our team of over 40 includes successful, talented professionals of high integrity who have considerable experience dealing with high net worth families and individuals.
We typically serve as the quarterback of our clients’ financial team, selecting best-in-class products and service providers, coordinating their activities and monitoring their performance to ensure our clients' needs are always represented. We play a role as an impartial advocate for our clients. GFOS understands that every client has unique circumstances and challenges, so we tailor our process and recommendations to meet their specific needs. We start by developing a thorough understanding of our clients – what they hope to accomplish personally and professionally, their values, and the legacy they wish to leave to their families and the community. From there we translate their vision into a comprehensive proactive strategy designed to meet their wealth management objectives. This allows us to customize a comprehensive service offering to uniquely suit a family’s needs, goals and objectives. This may include the selection and oversight of investment advisors, preparing financial statements, tax planning and preparation, negotiating with banks, and comprehensive financial and estate planning. Whatever the scope of our relationship, our integrated approach and fee for service model ensures that clients benefit from our best thinking with no conflicts of interest. We maintain a supportive, collaborative and entrepreneurial culture that appreciates and rewards individual initiative and a can-do spirit.
Duties & Responsibilities
- Direct responsibility for cash management process and accounting for high net worth clients including preparation of deposits, accounts payable, domestic payroll and bank reconciliations.
- Maintain General Ledger.
- Prepare financial statements including balance sheets, income statements and statements of cash flow.
- Interact daily with multiple clients, financial institutions and vendors.
- Maintain client files and records.
- Track and follow through on various client projects and requests.
- Understand clients’ investments, assets, liabilities, expenditures and related transactions.
Skills & Education Requirements
- Experience working with a variety of clients; experience with high net worth individuals is preferred.
- Bachelor’s degree in accounting or finance or 1-3 years accounting work experience required.
- Strong proficiency in Microsoft Excel and Word; proficiency in QuickBooks or Junxure is a plus.
- Must have the flexibility to work on multiple projects simultaneously and possess the ability to prioritize duties.
- Excellent written and oral communication skills.
- Strong organizational and analytical skills.
- Ability to work in a small, team-oriented and client-focused environment.
- Ability and desire to take on more responsibilities and develop in the department.
- Experience with income tax, investments and/or insurance a plus.
Click Here to Apply
ASSISTANT CONTROLLER - IFRS
The Position
The IFRS Assistant Controller will primarily be responsible for supervising transaction processing performed by Geller personnel for the international operations of a major investment banking and private equity client. Other assignments could also include clients in a variety of industries and would include public, private or non-profit entities.
The IFRS Assistant Controller will report to the Emerging Business Group (EBG) Controller assigned to this client engagement and will likely provide direct financial and operational support to both client management and other Geller account executives. As the international operations are expected to become more prominent and substantive for this client, the opportunity for rapid advancement to Controller and beyond is significant for the qualified candidate.
Duties & Responsibilities
- Working closely with other Geller personnel to ensure accounting and reporting compliance with industry specific broker-dealer and FINRA requirements, serving as a technical resource for international financial reporting standards (“IFRS”).
- Helping to ensure compliance with SEC filings and reporting requirements, and working with applicable US GAAP and IFRS disclosure checklists.
- Manage staff, supervise transaction processing performed by client or Geller personnel, and communicate on day-to-day issues with Geller client management.
- Direct participation in the functional accounting and finance areas for each respective client, including payroll, accounts receivable and payable, account reconciliation and analysis, consolidation, audit support, and various standard and adhoc reporting requirements.
- Research complex accounting and financial reporting scenarios, including the impact of newly released accounting pronouncements, particularly relating to IFRS.
- Prepare/review standalone and assist in the preparation of consolidated financial statements with footnotes for monthly, quarterly and annual reporting requirements.
- Manage and coordinate with Geller client management personnel the interim and annual audit processes to complete workpapers and supporting analysis, and bring the entire process from start to finish.
- Work closely with Geller client management to create/maintain policies and procedures.
Skills & Education Requirements
- US GAAP and IFRS specialist with significant experience in the investment banking sector.
- Prior brokerage industry experience required; FINRA Series 27 licensing a plus.
- Minimum 2 years of recent SEC reporting experience.
- 6-10 years of experience that includes public and private industry exposure.
- Prior experience as an Assistant Controller; strong management skills a must.
- Bachelor degree in Accounting; CPA mandatory; advanced business degree preferred.
- Demonstrated expertise with complex accounting issues (e.g., revenue recognition, stock options, valuation, derivatives, goodwill/intangibles, purchase accounting).
- Proficiency in Excel, Power Point, Word and experience with Microsoft Dynamics or equivalent accounting system.
Click Here to Apply
SENIOR FINANCIAL ANALYST
Duties & Responsibilities
- Supervise the preparation of annual revenue budget for multiple lines of business and direct the preparation of monthly reports that evaluate budget to actual performance. Recommend adjustment to forecast as required.
- Work with management reporting team to evaluate business drivers and understand impact on revenue.
- Work with management reporting team to develop dashboard/performance reports.
- Contribute to process improvement initiatives and identify requirements for enhancements to existing systems.
- Direct financial/statistical modeling with ability to work with large amounts of data and multiple scenarios.
- Metrics development.
- General analysis/problem solving and ability to develop creative solutions.
- General understanding of client’s business and overall financial performance.
- Ability to work with dynamic and changing requirements on a regular basis.
Skills & Education Requirements
- BA/BS in Accounting or Finance; MBA preferred.
- Minimum 8-10 years experience.
- Superior Microsoft Excel and financial modeling skills.
- Proficiency in SAP or similar system is helpful.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication skills.
- Previous experience working with senior management.
- Team player with ability to deal with changing priorities.
- Financial Industry experience a plus.
Click Here to Apply
FX AND HEDGE ACCOUNTANT
Duties and Responsibilities
- Review all FX general ledger accounts on a monthly basis for proper accounting application.
- Perform monthly/quarterly FX variance analysis and prepare related commentary for inclusion in management reporting packages.
- Refine FX transactional processes to enhance efficiencies.
- Insure that proper accounting controls around all FX accounts are implemented and maintained.
- Work with transactional accounting teams to implement FX accounting changes in their areas.
- Provide accounting support and advice to Treasury department on current and proposed FX hedging activities.
- Perform monthly reconciliation of FX accounts.
- Assist on updating and maintaining the documentation of the procedures for all FX accounts and hedge accounting activities.
- Ad hoc project support.
Skills and Educational Requirements
- B.S. in Accounting or Finance, CPA a plus.
- Theoretical and practical knowledge of SFAS 52 required.
- Derivatives and hedge accounting experience a plus.
- Minimum 3 to 7 years of related work experience.
- Strong analytical and problem solving skills.
- Ability to work effectively on project teams or independently.
- Proficiency in Excel.
- SAP experience a plus.
Click Here to Apply
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Five Reasons to Consider a Career at Geller & Company:
1. You're not overhead; you're the core business.
2. You don't have to change jobs to expand your experience base.
3. You get to apply your good ideas.
4. You get to learn from the best.
5. Our culture of internal growth means advancement opportunities for you.
Details ...
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