CI Financial

Financial Planning and Analysis

• Perform daily, weekly, and monthly bookkeeping functions
• Maintain vendors, including creating and modifying vendors and managing W-9 and NDA processes
• Record vendor invoices in Intacct or Bill.com and submit them for review
• Complete vendor, credit, and other applications on behalf of clients
• Process Form 1099s annually where applicable
• Record journal entries for cash transfers, payroll, accruals, asset purchases, capital improvements, and client personal assets
• Reconcile bank, brokerage, and credit card statements, including transaction feeds into accounting systems
• Maintain client files and records in shared network folders
• Respond promptly to client requests
• Use and interpret financial statements
• Perform ad hoc analysis and reporting

Associate, Personal CFO

Project Manager

• Support end-to-end delivery of strategic and operational projects for the Institutional Relationships team
• Develop and maintain project plans, timelines, milestones, and stakeholder communications
• Coordinate cross-functional efforts to keep projects on track and achieve objectives
• Translate leadership priorities into structured workstreams, actionable tasks, and measurable outcomes
• Identify and proactively manage risks and dependencies
• Partner with Institutional Relationships leadership to support business planning, track performance, and strengthen operational management
• Prepare executive presentations, reporting packages, dashboards, and meeting materials
• Track progress against strategic priorities and key performance indicators, highlighting trends, risks, and areas requiring attention
• Provide visibility into initiative status, key decisions, and areas requiring leadership attention
• Partner with leadership on initiatives that enhance operational efficiency and client experience
• Conduct research, benchmarking, and structured analysis to inform strategic recommendations
• Support change-management efforts across teams and functions
• Partner with the data and reporting team to deliver key data-related outputs for custodian relationships
• Build models, reports, and visualizations that support business understanding and operational decision-making
• Collaborate with data, operations, and technology teams to ensure accuracy, consistency, and disciplined data practices

Project Manager, Strategy & Operations

• Perform daily, weekly and monthly bookkeeping functions
• Maintain vendors, including creating and modifying vendors and managing W-9 and NDA processes
• Record vendor invoices in Intacct or Bill.com and submit them for review
• Complete vendor, credit and other applications on behalf of clients
• Process Form 1099s annually where applicable
• Record journal entries for cash transfers, payroll, accruals, asset purchases, capital improvements and client personal assets
• Reconcile bank, brokerage and credit card statements, including transaction feeds into accounting systems
• Maintain client files and records in shared network folders
• Respond promptly to client requests
• Apply familiarity with financial statements
• Perform ad hoc analysis and reporting