Chief Financial Officer

Overview

• Lead financial operations for a multi-family office managing $5bn in assets.
• Oversee corporate accounting, fund coordination, compliance, and HR processes.
• Ensure accurate financial reporting and adherence to regulatory requirements.
• Collaborate with legal and operations teams on fund activities.
• Manage a team of professionals to maintain operational excellence.
• Opportunity to relocate to Charleston, SC after initial NYC-based onboarding.
• Drive strategic financial planning and cash flow management.
• Contribute to the growth and success of a prestigious investment firm.

Key Responsibilities & Duties

• Oversee general ledger, monthly close, and financial statement preparation.
• Lead corporate budgeting, forecasting, and variance analysis processes.
• Review fund financial statements and ensure compliance with agreements.
• Coordinate with fund administrators on allocations and calculations.
• Manage HR processes, including hiring, payroll, and insurance needs.
• Ensure SEC compliance and oversee regulatory filings.
• Collaborate on fund launches, restructurings, and wind-downs.
• Support financial planning and reporting for the firm’s operations.

Job Requirements

• Bachelor’s degree in Accounting or Finance; Master’s degree preferred.
• CPA certification strongly preferred.
• 10+ years of progressive accounting/finance experience required.
• Experience in fund accounting or auditing asset managers.
• Prior controllership or senior accounting role in asset management.
• Proven success in team management and leadership.
• Strong knowledge of SEC requirements and regulatory compliance.
• Ability to relocate to Charleston, SC after initial NYC-based onboarding.