Chief Financial Officer, Single Family Office, Morris County NJ

An entrepreneurial single family office is seeking a senior executive to oversee its financial, operational and administrative functions across investment entities, operating businesses, real estate and household operations. A highly visible, hands-on leadership role acting as strategic partner to the principals, demanding exceptional judgement and discretion in a lean environment.

A well-established, entrepreneurial Single Family Office is seeking an experienced and highly trusted executive to oversee the financial, operational, and administrative functions of a complex family enterprise. This individual will serve as a strategic partner to the Principals while ensuring the seamless management of the family's investment entities, operating businesses, real estate holdings, household operations, and external advisors.

This is a highly visible leadership role requiring exceptional judgment, discretion, organization, and the ability to operate effectively in a lean, fast-paced environment with a hands-on approach.

Key Responsibilities - Provide executive oversight of the family office's financial operations, including consolidated financial reporting, treasury, liquidity management, budgeting, cash flow forecasting, and internal controls across multiple entities and investment structures. - Coordinate tax planning, compliance, insurance, cybersecurity, and enterprise risk management initiatives in partnership with outside advisors. - Manage the day-to-day operations of the family office, implementing scalable processes, maintaining corporate records, overseeing document management, and improving operational efficiencies. - Serve as the primary relationship manager for external service providers, including legal counsel, accounting firms, banks, investment professionals, insurance brokers, consultants, and auditors. - Oversee the administration of a diversified real estate portfolio by coordinating with property managers, lenders, vendors, and construction professionals while monitoring financial performance and capital improvement projects. - Support family governance initiatives, investment committee activities, board meetings, and philanthropic organizations, while helping execute long-term strategic priorities. - Provide oversight of residential estate operations, including property managers, house managers, household staff, maintenance personnel, and service providers to ensure exceptional property management and service standards. - Partner closely with the Principals on special projects, strategic planning initiatives, and confidential matters requiring sound business judgment and discretion.

Qualifications - 5-15+ years of progressive leadership experience within a Single Family Office, Multi-Family Office, private investment office, or complex private client environment. - Prior experience as a Chief Operating Officer, Chief Administrative Officer, Chief Financial Officer, Managing Director, or similar executive leadership role. - Strong understanding of complex entity structures, trusts, partnerships, investment reporting, real estate operations, family governance, and philanthropic organizations. - Experience coordinating with sophisticated external advisors across legal, tax, accounting, banking, insurance, and investment management. - CPA or bachelor's degree in Accounting, Finance, or related discipline preferred; MBA or JD is a plus. - Demonstrated ability to lead within a lean organization while remaining highly hands-on and execution focused. - Exceptional organizational, communication, and relationship management skills with the ability to balance strategic oversight and day-to-day operational responsibilities.