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
...you ready to be part of something big? The AutoNation Experienced Sales Associate is responsible for selling new and used vehicles at... ...Why should I work for AutoNation? You want to work for a car dealer that has a strong moral compass and treats all its associates...
...a remote position City Wide is seeking a Facility Solutions Manager to be the day to day, one point of contact for the commercial properties... ...00 per month will be provided to offset travel expenses). Account management experience in Building Maintenance Services with...
...a Job Captain or Architect to join their growing Solana Beach studio. The firm possesses expertise in programming, planning, design,... ...Familiarity with AutoCAD, Photoshop, SketchUp, or other 3D Modeling, Animation, and Rendering computer graphics programs is a valuable asset....
...Staff - Machine Learning Model Engineer Apply remote type Hybrid locations 645 Clyde Avenue, Mountain View, CA, USA time type Full time posted on Posted 2 Days Ago time left to apply End Date: March 31, 2025 (30+ days left to apply) job requisition id R98666 Position...
...Looking for an experienced mechanic who is good with diagnostics, has his own tools and years of experience in flipping engines and transmissions. REQUIREMENTS: 1. Must have own tools and experience in using scan tools & diagnostic equipment 2. Valid Driver's license...