Director of Finance

Job title: Director of Finance

Job description: The Director of Finance is responsible for the financial health of the Single Family Office and strategic financial planning. This role provides financial leadership by improving and overseeing all accounting and treasury functions, managing budgets, as well as wealth and risk management. The Director of Finance will also interface with other internal departments and external advisors to manage philanthropy, wealth transfers, administrative functions, tax planning and investment planning to ensure the effective operation and growth of the Family Office. The ideal candidate will possess strong leadership and communication skills, a strong work ethic, coupled with high emotional intelligence, the utmost integrity, and a client-service focus. By attentively listening, exercising discretion, and maintaining confidences, the Director of Finance will instill confidence over time, allowing them to become a trusted advisor to the Principal and his family.

RESPONSIBILITIES

• Act as an advisor for the Single Family Office by evaluating and assisting them with their financial plans and economic modeling
• Oversee the finance function for multiple entities
• Analyze cash flow, cost controls, and expenses
• Provide leadership and oversee the day-to-day accounting function
• Collect and analyze cost data versus budget for ascertaining financial performance and risk assessment.
• Oversee financial management of foreign operations
• Create and enforce business rules for all financial reporting
• Facilitate and oversee any auditing conducted by third parties
• Develop and implement short- and long-term financial plans and forecasts
• Investigate variances in budgets, reporting, internal controls, and general accounting; deploy measures to resolve variances
• Provide general advice to the Family on all business and financial matters
• Hire, train, mentor and supervise accounting staff
• Provide input for initiatives from The Family Office

REQUIREMENTS

• Professional Accounting Designation (CPA)
• Minimum 10 years’ experience in a senior level finance or accounting position
• Financial analysis, budgeting and strategic planning experience
• High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts
• Extensive experience and knowledge of all aspects of corporate accounting, taxation and financial management
• Experience overseeing or performing financial statement audits
• Proficiency with relevant software applications, including ERP systems, QuickBooks and Microsoft Office 365
• Highly motivated, results-oriented individual with a demonstrated ability to work collaboratively with multiple constituencies to accomplish objectives
• Extrudes highest level of confidentiality with special attention to sensitive information related to ownerships assets and financial positions
• Knowledge of budget preparation and analysis techniques
• Management and supervisory experience

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