Chief Financial Officer

Overview

• Lead finance and operations for a family office managing investments and philanthropic foundations.
• Collaborate closely with the Principal and CEO to ensure strategic alignment.
• Oversee consolidated financial reporting across diverse entities and functions.
• Direct liquidity planning, tax strategy, and foundation compliance.
• Manage investment operations, including fund administration and performance reporting.
• Supervise personal affairs management, including property, assets, and recurring costs.
• Establish and maintain relationships with external advisors and service providers.
• Ensure integrity and discretion in all financial and operational matters.

Key Responsibilities & Duties

• Develop and oversee consolidated financial strategies across all entities.
• Direct liquidity and capital planning to meet investment and operational needs.
• Ensure compliance with tax regulations and foundation requirements.
• Supervise disbursements, treasury, and banking operations.
• Manage investment operations, including capital calls and fund administration.
• Coordinate with external advisors, auditors, and fund administrators.
• Oversee management of personal assets, including properties and vehicles.
• Lead a team of senior professionals across finance and operations functions.

Job Requirements

• Bachelor of Arts degree with extensive experience in finance and operations.
• Minimum 12 years of experience, preferably 15 years in relevant roles.
• Proven leadership in multi-entity finance and consolidated reporting.
• Expertise in partnership structures, capital calls, and fund administration.
• Strong foundation tax knowledge and experience with 501(c)(3) compliance.
• CPA certification and Big Four background preferred.
• Exceptional discretion, integrity, and trustworthiness.
• Ability to lead senior professionals while engaging hands-on when necessary.