Corporate Accoutant

AlTi Tiedemann Global (“AlTi”) is a NASDAQ-listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents. At AlTi, performance excellence is the baseline. We steward families, fiduciaries, and institutions through creation, transition, and evolution, ensuring wealth is managed with clarity of purpose to resonate across generations.

About the role

The Corporate Accountant will lead the global consolidation and financial close process, prepare Holding Company financial statements, and contribute significantly to the preparation of primary financial statements and footnotes in quarterly Form 10-Q and annual Form 10-K filings with the SEC. This role interfaces with numerous internal and external teams.

Responsibilities

• Consolidate two global business divisions (Asset Management and Wealth Management), prepare Holding Company ledgers, and manage intercompany finances, including eliminations and adjustments.
• Work cross-functionally on accounting and SEC reporting matters, including preparation and review of financial statements, footnote disclosures, MD&A, and disclosure checklists for Forms 10-K and 10-Q.
• Manage the external audit process related to consolidation, Holding Company ledgers, and intercompany finances.
• Review and analyze monthly, quarterly, and annual financial statements from subsidiaries.
• Create consistent and easily reviewable audit work papers and ensure timely communication with external auditors during quarterly reviews and year-end audits.
• Assist in the implementation of global General Ledger (NetSuite) and Corporate Performance Management software (OneStream).
• Improve workflows surrounding the financial close and consolidation process, focusing on automation and streamlining data submissions.
• Develop and maintain effective internal controls for financial reporting; identify opportunities to enhance SOX compliance and improve operational efficiency.
• Research and stay informed of US GAAP standards, SEC, and other regulatory reporting requirements.
• Review key investor relations materials, such as Earnings Release (8-K) and investor presentations.
• Collaborate with international accounting teams across Asset Management and Wealth Management divisions.
• Assist the FP&A team with regular forecasts and budgetary processes for the Holding Company.
• Prepare presentation materials for the executive team.

Requirements

• Bachelor’s degree in Accounting, Finance, or Economics.
• CPA designation required.
• 6+ years of relevant accounting experience, preferably with a combination of Big 4 public accounting and public company experience.
• Experience preparing or auditing complex consolidation and intercompany schedules, financial statements, footnotes, and disclosures for Forms 10-Q and 10-K.
• Experience with design, implementation, and testing of internal controls for SOX compliance is preferred.
• Highly proficient in Microsoft Excel.
• Proficiency with reporting software and systems; experience with NetSuite and/or OneStream is highly desirable.
• Exposure to acquisition accounting, integrations, purchase price allocations, and post-M&A financial reporting is a plus.
• Excellent analytical, organizational, and critical thinking skills.
• Strong written and verbal communication skills.

Benefits

In addition to a competitive salary, successful candidates are eligible for a discretionary bonus and a generous employee benefits package.

Pay

$115,000 - $130,000 per year.