Chief Financial Officer

Overview

• Lead financial strategy and operations for a dynamic organization with diverse portfolios and multi-entity structures.
• Provide strategic financial insights to support decision-making and organizational growth.
• Oversee compliance, reporting, and planning for complex financial structures across jurisdictions.
• Collaborate with stakeholders to align financial strategies with organizational objectives.
• Drive innovation and efficiency in financial operations to ensure sustainable growth.
• Manage personnel operations, including payroll, benefits administration, and workforce planning.
• Support evaluation of new investments and ensure accurate financial treatment.
• Coordinate financial analytics and reporting to support strategic initiatives.

Key Responsibilities & Duties

• Oversee financial reporting, investment valuation, and cash flow management across diverse portfolios.
• Coordinate tax compliance, projections, and planning for multi-entity structures.
• Manage banking relationships, brokerage accounts, and investment-related transactions.
• Supervise payroll processing, benefits administration, and personnel records management.
• Oversee real estate financial reporting and provide property-level financial support.
• Coordinate insurance management, including valuations and claims processing.
• Administer trust distributions, family loans, and beneficiary correspondence.
• Support strategic initiatives by providing financial analytics and insights.

Job Requirements

• CPA credential required; advanced tax degree preferred.
• Minimum 15 years of experience in financial leadership; 20 years preferred.
• Expertise in investment partnerships, securities, and real estate financial operations.
• Proficiency in multi-entity reporting, including IRS K-1s and 1099s.
• Strong financial modeling skills and advanced proficiency in Excel.
• Strategic thinker with exceptional organizational and leadership capabilities.
• Ability to manage complex workflows and seasonal demands effectively.
• Commitment to ethical practices and fostering organizational success.