Future Standard · 1 day ago
Family Office Finance Associate
Philadelphia, Pennsylvania, United States
Full-time
Onsite
Senior Level
5+ years expFuture Standard is a global alternative asset manager serving institutional and private wealth clients. The Finance Associate will be responsible for ensuring smooth and efficient day-to-day operations within the family office, including investment portfolio management, financial resource management, and vendor relationships.
Asset ManagementFinancial ServicesReal Estate Investment
Responsibilities
Ensure timely and accurate processing of invoices, including verifying, coding, and entering them into the accounting system
Prepare and process payments to vendors, including checks, ACH, and wires
Perform regular reconciliations of accounts payable ledgers to ensure all payments are accounted for and properly posted
Perform vendor onboarding, maintenance, and managing relationships to ensure smooth transactions. Assist with year-end 1099 filings
Monitor cash flow and assist with cash management activities
Work with executive assistants on hybrid expense allocations
Work closely with other team members to support overall financial operations and special projects, including data compilation for budgeting and forecasting
Track and manage philanthropic grant communications, processing, and reporting
Coordinate and manage family office needs with external service providers to deliver:
Device technology support (e.g., hardware and software applications)
Insurance coverage oversight and annual renewals
Employee on-boarding and benefits administration
Assist with annual state compliance filings and insurance audits
Support on special projects (e.g., software implementations)
Qualification
Required
Minimum of 5 years of progressive experience in finance and exposure to operational roles
Bachelor's degree in accounting, finance, business administration or related field
Excellent attention to detail
Flexibility and adaptability
Growth mindset
Strong work ethic
Ability to work independently within and contribute to a close-knit team
Discreet, as with personal family information
Preferred
Proficiency with QuickBooks, Salesforce and other business software solutions
Family office experience
Professional certifications, including CPA or CMA
Benefits
Device technology support (e.g., hardware and software applications)
Insurance coverage oversight and annual renewals
Employee on-boarding and benefits administration
Company
Future Standard
Future Standard is a global alternative asset manager that makes investments in credit, real estate, and private equity.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
W
William Goebel
Managing Director
Recent News
2026-01-21
Business Wire
2026-01-16
Company data provided by crunchbase