Staff Accountant

The Opportunity
Westwood Management is seeking a highly motivated Staff Accountant to join its accounting team, with a primary focus on cash management and treasury functions alongside broader accounting responsibilities. The candidate will gain hands-on exposure to accounting, investment performance, the monthly close process, daily cash operations, liquidity monitoring, and modern reporting workflows across a multi-entity family office structure.
The ideal candidate will be detail-oriented, organized, and eager to learn. This role is well-suited for an early-career professional who wants hands-on exposure to cash management and treasury operations within a sophisticated family office, and who is excited to build a strong foundation at the intersection of accounting, investments, and technology.
What You Will Do
• Support day-to-day cash management, including monitoring bank balances, preparing cash position reports, tracking short-term lending activity, and coordinating transfers with financial institutions across a multi‑entity structure of legal entities, trusts, and individuals.
• Maintain accurate financial records across the general ledger, including recording and coding transactions and organizing supporting documentation.
• Assist with monthly, quarterly, and annual closing, including bank reconciliations, under the guidance of senior team members.
• Assist with private investment cash flow activities, including tracking capital call notices, logging distributions, and helping coordinate inter‑entity funding.
• Utilize accounting and treasury systems to accurately record transactions and support day‑to-day reporting, while promoting technology to drive efficiency and accuracy in recurring processes.
• Respond to routine inquiries from family members and advisors, and provide general administrative support to the accounting and investment teams as needed.
What We Are Looking For
• Exceptional attention to detail with a commitment to accuracy and integrity in all work.
• Curiosity around technology and process improvement, with a foundational understanding of accounting principles.
• Proficiency in Excel, AI tools, and comfort with accounting software; experience with Archway is a plus.
• Excellent analytical, problem-solving, and organizational skills with the ability to manage multiple priorities.
• Self-starter who takes ownership and follows through.
• Strong communicator with the ability to translate complex financial information into clear insights.
• Collaborative and professional, with discretion in handling confidential information.

Background Requirements
• Bachelor’s degree in Accounting, Finance, or a related field. CPA designation or progress is a plus.
• 0-2 years of accounting or finance experience; internship experience welcome. Family office or wealth management exposure is a plus, but not required.
• Candidates with more or less experience may be considered based on qualifications.