Chief Financial Officer (CFO) – Family Office

East 57th Street Partners • Full-time • Atlanta Metropolitan Area, US • 1w ago

Job Title: Chief Financial Officer (CFO) – Family Office

Compensation: Competitive Base Salary + Performance Bonus + Potential Equity Participation

About the Role

A multi-entity family office with a sophisticated and diversified portfolio — including operating businesses, real estate assets, fund investments, and philanthropic initiatives — is seeking a seasoned Chief Financial Officer to lead financial strategy, governance, and execution. This executive will act as a direct thought partner to the principals, board, and investment committee, ensuring long-term preservation and growth of generational wealth while maintaining confidentiality, discipline, and operational excellence.

This role encompasses both high-level strategic oversight and hands-on execution. The CFO will own financial reporting and consolidation across numerous legal structures, oversee tax strategy and annual planning cycles, direct investment performance monitoring, and enhance controls, systems, and process scalability. Beyond technical expertise, the ideal candidate brings sound judgment, the maturity to navigate family dynamics, and the communication ability to translate complex financial outcomes into clear, actionable insights.

Key Responsibilities

Strategic Financial Leadership

Serve as a trusted counselor to principals regarding capital allocation, liquidity, risk exposure, and long-term financial planning.
Build and refine financial governance policies, investment approvals, succession planning structures, and family charter alignment.
Drive holistic wealth management and multi-generation financial strategy, balancing growth, risk, and legacy priorities.
Lead entity-level and family-wide budgeting cycles, scenario planning, and strategic forecasting.

Investment Oversight

Monitor performance for public markets, private equity, venture, real estate, credit, and alternative holdings.
Lead reporting packages, scorecards, and dashboards for investment committee review.
Conduct or oversee due diligence on new opportunities, including operating company acquisitions and structured investments.
Partner with external advisors, consultants, and fund managers to evaluate return, exposure, duration, and risk-adjusted portfolio balance.
Provide post-investment monitoring, cash calls management, capital distribution planning, and exit timing strategies.

Accounting, Reporting & Compliance

Oversee multi-entity accounting, consolidations, monthly close, treasury, controls, and financial statement accuracy.
Coordinate tax planning across federal, state, and international entities while ensuring compliance and cross-entity efficiency.
Direct annual audit and coordinate with external tax and legal partners on trust structures, estate matters, and philanthropic vehicles.
Maintain robust documentation of accounting policies, board reporting packages, investment notes, and governance guidelines.

Operational Excellence

Manage all treasury and banking relationships, ensuring optimal liquidity, yield management, and efficient working capital deployment.
Evaluate and implement financial systems to strengthen automation, reporting visibility, and scalable internal controls.
Oversee insurance, risk management, and entity structuring across the family’s operating companies and assets.
Partner closely with legal, estate planning, and tax advisory teams to ensure alignment of asset protection, wealth transfer, and long-range family objectives.

Leadership & Team Development

Lead, mentor, and expand a high-performing finance, accounting, and investment reporting team.
Build relationships with external stakeholders including tax advisors, attorneys, fund managers, and estate planning experts.
Serve as a culture ambassador emphasizing confidentiality, professionalism, discretion, and long-term stewardship.
Foster continuous improvement while developing talent pipelines for future organizational needs.

Qualifications

15+ years of progressive finance leadership experience, including CFO or senior-level responsibility in a multi-entity environment.
Prior exposure to family office, private equity, investment management, or portfolio-holding structures required.
Track record leading investment reporting, due diligence, strategic planning, and wealth preservation initiatives.
CPA, CFA, and/or MBA highly preferred.
Deep familiarity with estate planning, taxation, consolidation accounting, and alternative asset reporting.
Skilled communicator capable of engaging with principals, boards, advisors, and family-generation stakeholders.
System-forward mindset — knowledge of NetSuite, QuickBooks Enterprise, Sage Intacct, or similar integrated platforms.

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