Chief Financial Officer - Single Family Office
Confidential
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. 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
- A leading financial organization in Boca Raton is seeking a Chief Financial Officer to manage day-to-day accounting and investment operations. This hands-on role requires ownership over financial reporting, investment accounting, and tax coordination for a diverse portfolio...Work at office
$120k - $150k
...affordable, structured legal protection for individuals and families facing financial pressure, particularly those dealing with unsecured debt,... ...State Insurance reporting, and pivot tables preferred Casual office environment. If you’re looking for a purely high‑level,...Work at officeCasual work- ...is seeking an experienced Personal Controller/CFO to oversee the full scope of his/her personal financial affairs. This is a dedicated, single-principal role (family-office style) responsible for personal bookkeeping and financial statements, cash flow and liquidity management...Work at officeFull timeTemporary workRelocation
- ...Early Learning Coalition (ELC) referrals, office services and related activities, and for... ...Serve as the primary point of contact for families, community partners, and referral... ...holidaysGenerous vacation, sick, and personal daysFREE single HMO medical, dental, and vision insurance...Work at office
$300k
...a difference in the lives of seniors: Join our Senior Primary Care Office in Deerfield Beach , Florida. Conviva Senior Care Centers, a subsidiary of Humana Inc., is seeking a Family, Internal, or Geriatric Medicine Physician to join our growing team in this...Work at officeRelocation package- ...Safety Professional III to support all safety efforts on a single project with 250 workforce or high hazard work. Who are we? As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since 1870....Work at officeFor contractors
$70k
...proudly serve residents and families with more than 15,000 units nationwide... ...at Veranda Club! As Business Office Director, you’ll play an... ...making a difference every single day. Your Role As the Business... ...role includes overseeing the financial, billing, payroll, and human...Work at officeFull timeLocal area- ...sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we... ...recommendations. You will evaluate borrower financial strength, project feasibility, budget,... ...finance, specifically residential single family/town home communities.You have a demonstrated...Work at officeFull timeRemote work
- A private family office in Boca Raton is seeking a Paralegal/Trust Administrator to support various legal and trust administration functions. Successful applicants will have at least 5 years of relevant experience in trust and estate administration, alongside strong organizational...Work at office
$120k - $150k
This is a full-time litigator role in Boca Raton, FL, with the option to work in-office and hybrid/remote. This position will be responsible for a variety of tasks related to family law, including but not limited to: managing and advising clients on legal proceedings,...Work at officeFull timeRemote work$200k - $230k
Vice President of Single Case Agreement (SCA) - Exact Billing Solutions... ...) Lauderdale Lakes, FL - In Office - No Remote Salary Range: $2... .... Part of the ICBD family office portfolio, Exact Billing... ...entrepreneurial speed with the financial discipline of a self‑funded,...Work at officeFull timeRemote workFlexible hours- CohnReznick in Boca Raton is seeking a Temporary Tax Senior Associate to join the South Florida office. This role sits within the Operating Partnerships, Flow Through Entities and Family Offices practice, focusing on tax services for Family Offices and related entities. You...Work at officeTemporary work
- ...seeking an Administrative Coordinator to coordinate ELC referrals, office services, and support the Quality Assurance Manager and staff... ...Beginnings Entry Agency. You will be the primary contact for families and partners, coordinating referrals, scheduling appointments,...Work at office
- ...Job Description A well established family office in Boca Raton is adding a Family Office... ...This is a hands on role supporting the financial affairs of a family, with a real focus... ...Experience in public accounting or a single or multi family office Hands on trust...Work at office
$120k - $150k
Johnson Ritchey Family Law, PLLC is looking for a full-time litigator in Boca Raton, FL, offering the flexibility of in-office and hybrid/remote work. The role involves managing and advising clients on family law legal proceedings, drafting legal documents, preparing for...Work at officeRemote jobFull time- ...Care Opportunity near Palm Beach & Boca Raton, FL Delray Beach Family Practice and Internal Medicine opportunity! Join a practice... ...years ago! Extremely busy 5 person group Very well marketed Office is 4500 square feet with own in house lab Employed position...Work at officeFreelance
$70k
...Veranda Club in Boca Raton, FL, is seeking a Business Office Director to manage the community’s financial, billing, payroll, and HR functions, ensuring... ...compliance and delivering exceptional service to residents, families, and staff. This full-time leadership role offers a...Work at officeFull time- ...The client is seeking a Chief Financial Officer (CFO) to lead the company’s financial and accounting functions and support sales strategy. The role is responsible for overseeing core finance operations, contributing to commercial decision-making, and providing strong financial...
- Job Description X1Air Go Supersonic is hiring for the following positions listed. As per client request, all interested personnel, please apply here. We will review all applicants and submit full job descriptions as soon as applications is completed. Selected candidates...
- ...friendly and well run. Boca Raton is a wonderful location and minutes from Fort Lauderdale. Come apply to a great opportunity that is looking for APP candidates who have a hard work ethic and a great bedside manner. This is office based so you can enjoy your time off....Work at officeMonday to Friday
$63k
...for New Student Transitions & Family Engagement - Boca Raton, FL.... ...Undergraduate Advising Services, & Financial Aid. Ongoing training and... ...(PPO/HMO $50 per month single & $180 per month family), Dental... ...accommodations may contact the Office of Civil Rights and Title IX...Work at officePermanent employmentFull timeContract workLocal areaMonday to FridayFlexible hoursNight shiftWeekend work$26.65 - $34.65 per hour
Athletic Trainer, Family Sports Medicine, $10,000 Bonus, FT, 7:30A-4P Baptist Health is the region's largest not-for-profit healthcare... ...under the clinical supervision of the practice physician(s) and office manager and/or supervisor, and is responsible for assisting the...Work at officeFull time$70k - $80k
...business management firm serving individuals, families, endowments, and institutions across the... ...consulting, business management, family office, and retirement plan advisory services -... ...meet clients wherever they are in their financial journey. Wealthspire is redefining the...Work at office$16.74 per hour
...reception area and provide administrative support for the Business Office, Marketing, and the Executive Director. The Concierge will... ...inspired to grow. We truly look forward to you being part of the Artis family! We are proud to be a Great Place to Work Certified company....Work at officeFull timeImmediate start- ...over 60 other industry awards, including Inc. Best Workplaces. As a key member of the executive team, the CFO drives INFUSE's financial strategy, performance, and scalability. This role blends precision and agility, managing today's numbers while shaping tomorrow's...Remote work
$230k
...Non-Interventional Pain Management. Residency trained in Anesthesiology, PM&R, Neurology, Rheumatology, or Pain Management. Office visits only, no call, no weekends. 2 days/week (Part-Time). Clinic is open Mon-Fri, with very flexible days and hours. Responsibilities...Work at officePart timeFlexible hours2 days per week- ...Certified public accounting firm with an office in Boca Raton, Florida. Established in 19... ...corporations Review tax adjustments to financial statements to prepare returns To... ...Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Training...Work at office
$115.4k - $192.3k
...for candidates located near one of our offices in Dayton, OH, Boca Raton, FL, or Alpharetta... ...committee updates, status reports, financials, risks, and issuesOversee project budgets... ...IndemnityFamily Benefits, including bonding and family care leaves, adoption and surrogacy...Work at officeFull timeLocal areaRemote work- The primary function of the Business Office Coordinator includes, but is not limited to... ...Office staff and timely completion of all financial duties and reporting. ESSENTIAL... ...surgeons and their staffs, patients and their families Requirements: Minimum of 5 years of medical...Work at officeLocal area
$24.21 - $29.96 per hour
...Business Office Coordinator St. Andrews Estates Category: Administrative/Clerical Position Type: Full-Time... ...independent living, assisted living, and skilled nursing. The Acts family proudly consists of 28 communities in 9 states, and over 8,500...Work at officeFull timeContract workCasual workImmediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Financial Officer - Single Family Office. Be the first to apply!
- emergent financial group Boca Raton, FL
- financial executive Boca Raton, FL
- ally financial Boca Raton, FL
- financial sales Boca Raton, FL
- financial fraud Boca Raton, FL
- finance financial Boca Raton, FL
- one main financial Boca Raton, FL
- financial engineer Boca Raton, FL
- senior financial analyst fp&a Boca Raton, FL
- financial software developer Boca Raton, FL


