Business Manager

We are seeking a detail-oriented, highly organized Business Manager to join our team at a lower middle market M&A advisory firm with a growing family office portfolio. This hybrid role will manage the financial operations of both the M&A advisory firm and the family office business portfolio, ensuring accuracy in bookkeeping, financial reporting, and day-to-day operations. The ideal candidate will have a strong background in financial management, bookkeeping, and administrative support, and ideally experience working in an M&A or family office environment. This is an exciting opportunity to contribute to both transactional and investment operations.

Key Responsibilities:

• Maintain and reconcile operational bank accounts for both the firm and family office.
• Prepare and manage financial statements (P&L, balance sheet, cash flow) for all operating businesses.
• Assist in the preparation of quarterly and annual tax filings.
• Manage accounts payable/receivable for both the advisory firm and family office portfolio of companies.
• Coordinate payroll processing, including bonus structures tied to successful transactions or family office investment performance.
• Prepare detailed financial forecasts, budgeting reports, and cash flow projections for the family office and M&A activities.
• Track M&A deal flow, ensuring all related financial milestones, payment schedules, and documents are accurately managed and recorded.
• Manage success fees, deal-related invoicing, and payment schedules in line with the closing of transactions.
• Support due diligence processes by organizing financial data and ensuring proper documentation is prepared for both buy-side and sell-side transactions.

• Coordinate with internal and external teams (legal, tax advisors, brokers) to ensure smooth execution of M&A deals.
• Track investments, income distributions, and capital gains across various asset classes within the family office portfolio of business interests.
• Prepare quarterly and annual performance reports for the family office principals, including investment performance summaries and key financial metrics/KPIs.
• Manage administrative functions related to family office operations, including maintaining files, investment contracts, and other key documents to include documentation of systems, processes, procedures and controls.
• Support business(s) operations by managing vendor relationships, contracts, and supplies to include but not limited to insurance, communications, service providers, and all wholesalers and retailers.
• Assist with onboarding, payroll, and employee benefits management for the firm’s employees and family office staff.
• Act as a point of contact for both internal and external stakeholders (e.g., clients, advisors, legal teams, accountants) as required and directed by the principals.

Qualifications:

• 4+ years of bookkeeping or financial management experience, ideally within an M&A, family office, or investment management context.
• Strong understanding of financial statements, accounting principles, and budgeting for both business operations and investment portfolios.
• Familiarity with family office operations, including managing diverse assets like private equity, real estate, and stand-alone entities.
• Experience with accounting software (e.g., QuickBooks) and advanced proficiency with Excel.
• Excellent communication skills, with the ability to work closely with family office principals, M&A clients, advisors, and legal teams.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field strongly preferred but experience and a proven track record will offset.

What We Offer:

• Competitive salary of up to $110k with performance-based incentives tied to successful deals and family office investment performance (profit sharing).
• Flexible work environment with potential for remote work or alternative workweek schedules.
• No medical/dental/vision benefits offered at this time.