CFO

Website RecruitHook

et Recruithook be your trusted companion, skilled in the art of "hooking" the best talent and reeling in the deals that drive your organization's success.L

About The Job:

  • A family office is looking for a hands-on CFO to work alongside the team.
  • This is a great opportunity for an experienced accounting professional who is driven to support the Family Office’s financial management and growth.
  • The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a focus on optimizing processes and driving efficiency.
  • In addition to overseeing the financial operations, the CFO will also play a key role in developing and implementing long-term strategic financial goals for the family office.
  • This position offers the chance to work closely with a dedicated team and make a significant impact on the organization’s success.

Some Responsibilities:

  • Work closely with family members to assist with investments and ongoing and new projects
  • Track NAV for investments; maintain valuation schedule and partner allocations.
  • Manage finances of properties and employees outside of the U.S
  • Responsible for payroll, regulatory compliance, financial oversight and sales tax payments.
  • Review investment materials, sit in on conference calls and attend local partner meetings
  • Manage all family assets, including investment accounts, properties, trusts, LLCs, and Real Estate
  • Manage the implementation of accounting systems
  • Responsible for maintaining and assisting with the Finances, Accounting and Tax
  • Manage Property finances and employees in the New York office
  • Oversee and execute estate planning recommendations
  • Track Contributions, Distributions, Income and Realized Gains/Losses.
  • Review investment materials, sit in on conference calls and attend local partner meetings to better understand the investment strategies.
  • Participate in major business decisions and help grow and protect family assets.
  • Prepare and execute transfer of funds between family office entities.
  • Prepare and execute transfer of funds as required for family office operations and investments.
  • Prepare month-end close and responsible for general ledger and production of internal financial statements for all family office entities.

Qualifications:

  • Degree in Accounting/Finance required
  • Minimum 5 years of relevant experience required
  • Ability to drive projects to completion, while also functioning effectively in a team environment
  • Excellent computer skills MS Excel Skills
  • Excellent verbal/written communication and organizational skills
  • Understanding of and sensitivity to confidential information

To apply for this job please visit www.linkedin.com.