CFO - Family Office

A company is looking for a Vice President of Finance / Chief Financial Officer (CFO). Key Responsibilities Develop and execute comprehensive financial strategies aligned with the family's objectives Oversee financial operations including budgeting, forecasting, and financial reporting Manage asset allocation, monitor investment performance, and evaluate new opportunities Qualifications Extensive experience in a senior financial leadership role within a family office or similar investment-focused organization Proven track record in financial strategy, investment management, and operational leadership Strong understanding of asset management, estate and tax planning, and regulatory compliance Bachelor's degree in Finance, Accounting, or related field; MBA, CPA, or other advanced credentials preferred

Apr 16, 2025 - 13:56
 0
CFO - Family Office
A company is looking for a Vice President of Finance / Chief Financial Officer (CFO). Key Responsibilities Develop and execute comprehensive financial strategies aligned with the family's objectives Oversee financial operations including budgeting, forecasting, and financial reporting Manage asset allocation, monitor investment performance, and evaluate new opportunities Qualifications Extensive experience in a senior financial leadership role within a family office or similar investment-focused organization Proven track record in financial strategy, investment management, and operational leadership Strong understanding of asset management, estate and tax planning, and regulatory compliance Bachelor's degree in Finance, Accounting, or related field; MBA, CPA, or other advanced credentials preferred