Personal Financial Manager

hace 2 horas

Ciudad de México, Ciudad de México Sterlington, PLLC A tiempo completo

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 structuresMaintain accurate financial records and produce regular reporting on assets, liabilities, and cash flowCoordinate inter-entity transfers and ensure proper documentation and complianceMonitor and reconcile bank accounts across various entities and jurisdictions 

Operational Support 

Manage bill payment processes and vendor relationshipsTrack and organize investment holdings and related documentationCoordinate with external advisors including wealth managers, attorneys, and tax professionalsMaintain organized financial filing systems and ensure document retention protocols 

Strategic Partnership 

Provide proactive financial insights and recommendations to support decision-makingIdentify opportunities for process improvement and operational efficiencyAnticipate financial management needs and develop solutions independentlyServe 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 serviceStrong understanding of trust structures, estate planning entities, and multi-entity accountingExcellent attention to detail and commitment to accuracy in financial record-keepingHigh degree of discretion and ability to handle confidential information with integrityExceptional organizational skills and ability to manage multiple priorities independentlyExcellent written and verbal communication skillsProficiency with accounting software and financial management platforms 

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