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Chief Financial Officer (Single Family Office)
Chief Financial Officer (Single Family Office)Confidential Career • New York, NY, United States
Chief Financial Officer (Single Family Office)

Chief Financial Officer (Single Family Office)

Confidential Career • New York, NY, United States
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Chief Financial Officer (Single Family Office)

A prominent Single Family Office is seeking a CFO to take ownership of day‑to‑day accounting and investment operations. This is a hands‑on, detail‑oriented role with direct responsibility for financial reporting, investment accounting, tax coordination, and systems implementation across a diverse portfolio that includes public and private investments, real estate, trusts, and international entities.

Base Pay Range

$350,000.00 / yr - $375,000.00 / yr

Responsibilities

  • Own all accounting and financial reporting for family entities (individuals, trusts, foundations, investment partnerships)
  • Track private investment activity : capital calls, distributions, waterfalls, and fees
  • Review fund documents, subscription agreements, and coordinate with external managers
  • Manage cash flow, bill pay, and investment reconciliations
  • Assist with tax planning and coordinate with external tax advisors
  • Implement and manage a new financial reporting / accounting system
  • Interface with custodians, banks, fund admins, attorneys, and tech vendors
  • Support estate planning, charitable giving, and trust administration

Qualifications

  • 10+ years of accounting experience, ideally in a family office, investment firm, or fund administration environment
  • Strong technical accounting skills; CPA preferred
  • Deep knowledge of investment accounting across private equity, hedge funds, real estate, and public markets
  • Experience reading and interpreting fund docs and subscription agreements
  • Exposure to trust and estate structures; international investment experience is a plus
  • Highly organized, resourceful, and comfortable working in a lean team
  • Strong Excel skills and familiarity with general ledger / portfolio systems
  • #J-18808-Ljbffr

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