A large family office is seeking a CFO to join their organization. They are seeking a dynamic and experienced Chief Financial Officer (CFO) / Chief Operations Officer (COO) to lead both the financial and operational functions of the organization. The ideal candidate will have a strong background in financial management, operations, and real estate property management, with experience in multi-entity and multi-site environments. This is a high-impact role for someone looking to shape strategic initiatives and drive growth.
Responsibilities
- Oversee and manage the organization’s financial and operational strategy, including budgeting, forecasting, and financial planning.
- Lead financial reporting, ensuring compliance with GAAP and regulatory requirements.
- Develop and implement operational procedures to optimize efficiency across multiple sites and entities.
- Collaborate with the executive team to develop strategic plans for new site development and expansion.
- Manage cash flow, capital expenditures, and risk management for real estate and property management portfolios.
- Drive continuous improvement in both financial and operational processes.
- Provide leadership in mergers, acquisitions, and potential expansions.
- Coordinate and lead interactions with banks, auditors, and external partners.
- Monitor KPIs, create performance benchmarks, and develop actionable insights to meet organizational goals.
Qualifications
- MBA required; CPA strongly preferred.
- 10+ years of experience in both financial and operational leadership roles.
- Proven background in real estate property management is preferred.
- Experience managing multi-entity and multi-site operations.
- Strong expertise in budgeting, forecasting, and financial analysis.
- Strategic mindset with experience in new site development and scaling operations.
- Exceptional leadership, communication, and problem-solving skills.
