Social Discovery Group

Personal Finance Manager

Social Discovery Group

full-time

Posted on:

Location Type: Remote

Location: Anywhere in North America

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Tech Stack

ERP

About the role

  • Budgeting personal expenses and income/expenses of privately used assets;
  • Executing payments upon requests of Family Office (FO) staff and UBO via credit cards, personal and corporate bank accounts, crypto wallets, etc;
  • Accurate accounting of personal expenses in ERP on a monthly basis;
  • Reporting plan vs actuals for personal expenses and financial performance of privately used assets monthly not later than the 15th of the following month and providing insights on deviations, any insights at UBO/CFO request;
  • Limited control over the substance of expenses initiated by FO staff;
  • Communication with contractors on agreements, payment for performed services, required documentation, and reconciliation of receivables/payables;
  • Verification of advance reports of the Family Office staff working on privately used assets, allocation of expenses;
  • Communication with the Family Office staff regarding the financial performance of privately used assets;
  • Managing privately used means of payment (personal accounts, credit cards, assigned phones, crypto wallets, etc.) - maintaining sufficient limits for anticipated expenditure, tracking custody, etc;
  • Control of validity of notarized powers of attorney/bank cards/safe deposit boxes, organization of their prolongation, verification in banks, and similar documentation arrangements;
  • Support for corporate treasury function in peak loads/absence (may include 1-2 business trips annually);
  • Improving the processes of personal expenses and privately used assets expenditure, accounting, and reporting (including ERP side, disbursement side, etc.) with target workload for those functions not exceeding 0.5 FTE (full-time equivalent).

Requirements

  • Excel / Google Sheets: advanced user (pivot tables, complex formulas, data validation/controls, reporting, clean structured tables)
  • End-to-end banking payment operations: multi-currency payments, fees, statuses, limits, payment orders, control and traceability (tracking and follow-up)
  • Reconciliation: bank statement reconciliations, A/P and A/R control, closing documents
  • Solid accounting fundamentals: expense classification, allocation, month-end discipline
  • ERP / finance systems: confident user or fast learner; posting expenses and categorisation
  • Crypto wallets: confident user (networks, fees, confirmations, security best practices)
  • Short management reports and clear explanations for CFO/UBO (concise, insight-driven)
  • Fluent English (spoken and written) with strong overall writing quality
  • Strong experience in travel support and business assistance.
Benefits
  • REMOTE OPPORTUNITY to work full time
  • Vacation 28 calendar days per year
  • 7 wellness days per year (time off) that can be used to deal with household issues, to lie down and recover without taking sick leave
  • Bonuses up to $5000 for recommending successful applicants for positions in the company
  • Full payment for professional training, international conferences and meetings
  • Corporate discount for English lessons
  • Health benefits. According to the paychecks, if you are not eligible for corporate medical insurance, the company will compensate you with up to $ 1,000 gross per year per employee. This can be spent on self-purchase of health insurance or on doctor’s fees for yourself and close relatives (spouse, children)
  • Workplace organization. The company provides all employees with an equipped workplace and all the necessary equipment (table, armchair, wifi, etc.) in our offices or co-working locations. In the other locations, the company provides reimbursement of workplace costs up to $ 1000 gross once every 3 years, according to the paychecks. This money can be spent on the rent of the co-working room, on equipping the working place at home (desk, chair, Internet, etc.) during those 3 years
  • Internal gamified gratitude system: receive bonuses from colleagues and exchange them for time off, merch, team building activities, massage certificates, etc.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
budgetingaccountingreconciliationExcelGoogle SheetsERPmulti-currency paymentscrypto walletsexpense classificationreporting
Soft Skills
communicationinsight-driven reportingstrong writing qualitytravel supportbusiness assistance