Chief Financial Officer (CFO)
About the Company
Respected provider of fiscal management services
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Financial Officer (CFO) to join their team, with the role open to both part-time and full-time hours. The CFO will be responsible for overseeing the financial aspects of the family office, providing strategic financial guidance aligned with the family's goals, and ensuring the long-term financial health and sustainability of the family's wealth. This includes oversight of investments, estate planning, tax management, and working with the family and their advisors on financial decision-making. The ideal candidate will have a Bachelor’s degree in finance, accounting, or a related field, with an MBA or CPA preferred, and a proven track record as a CFO, COO, or senior financial executive in a similar environment. Strong leadership, communication, and collaboration skills are essential, as is a high level of integrity and professionalism in handling confidential financial information. The successful CFO will be involved in the oversight and implementation of financial strategies, making strategic recommendations on investment opportunities, risk management, and financial decision-making. They will also be responsible for budgeting, accounting, cash flow management, and financial reporting for multiple entities within the family's portfolio. The role requires a strong understanding of investment management, financial planning, and tax strategies, as well as the ability to work with investment advisors to optimize performance. The CFO will have one direct report, the company’s controller, and must possess analytical and problem-solving abilities with a keen attention to detail.
Direct Reports
1
Travel Percent
Less than 10%
Functions
Role name: Pega DeveloperLocation: Las Vegas, NV/Los Angeles, CA (Onsite day-1)ContractDuration: 12+ MonthsRole Description: Pega CDH DeveloperCompetencies: Pega, Pega Decision ManagementExperience (Years): 6-8Essential Skills: Pega CDH DeveloperDesirable Skills...
...adults with Intellectual/Developmental Disabilities. About the Role: Share your home and help an adult with a developmental disability to live in a family setting. Shared Living Providers open their homes to support individuals with education, employment,...
10% travel, excellent opportunity for an individual who is in an Outside Sales role who is looking for less travel This Jobot Job is hosted by: Brandon Fobert Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $85,00...
...Job Title AVP, PPD & SalonCentric E2E Operations PMO & Transversal Projects Division: PPD Location: Clark, NJ Reports To: SVP, PPD & SalonCentric E2E Operations Who We Are: For more than a century, LOral has devoted its energy, innovation, and scientific...
...vision is to impact millions of lives through engineering and sciences efforts. Were looking for a highly motivated Entry-Level Recruiter/Sales Trainee to join our team and help us advance the careers of STEM professionals doing complex and cutting-edge work. Building...