About the Company
Family Office Remote - East Coast-Flexibility Boston, New York, Philadelphia, Florida et
Please only apply if you have investment accounting and family office experience.
About the Role
The Chief Financial Officer will oversee all financial, investment accounting, and operational aspects of a $1B single-family office. This remote, East Coast-based role requires a strong leader who balances financial management accounting with managing the operations and house managers. Small staff. The ideal candidate brings extensive investment accounting expertise and deep single-family office experience to manage both the investment accounting and budgeting and private family operations.
Responsibilities
- Financial Strategy & Analysis
- Lead annual budgeting and financial forecasting for all family entities, trusts, and operating businesses.
- Manage liquid cash flow and capital call planning for private equity and real estate investments.
- Provide strategic financial counsel to family members and the board of directors.
- Investment Accounting & Reporting
- Oversee comprehensive investment accounting for a diverse $1B multi-asset class portfolio.
- Deliver accurate, timely net worth reporting, performance tracking, and financial statements.
- Partner with external investment advisors and custodians to reconcile portfolio data.
- Tax Coordination & Compliance
- Act as the primary liaison with external CPA firms to coordinate complex tax planning and preparation.
- Ensure compliance across intricate structures, including trusts, partnerships, and foundations.
- Oversee wealth transfer strategies, estate planning execution, and philanthropic accounting.
- Family Operations & Lifestyle Management
- Supervise household staff, estate managers, and private property operations.
- Manage vendor relationships, contract negotiations, and payroll for domestic employees.
- Oversee insurance risk management for high-value personal assets, aviation, and real estate.
Qualifications
- Experience: 10+ years of progressive financial leadership, with mandatory single-family office experience.
- Domain Expertise: Proven track record in complex multi-asset investment accounting.
- Education: Bachelor’s degree in Accounting, Finance, or related field. CPA or CFA designation highly preferred.
- Location: Must reside on the US East Coast to align with family and partner schedules.
- Attributes: Absolute discretion, low-ego mentality, and exceptional communication skills.
Pay range and compensation package
Compensation: $250,000 – $500,000 all i
