CFO for Single Family Office Investments & Finance Lead
Confidential
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 of investments. Ideal candidates will have over 10 years of accounting experience and deep knowledge of investment accounting. Strong technical skills and CPA certification are preferred. Competitive compensation package offered. #J-18808-Ljbffr
- ...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...Work at office
$106k - $145k
...Advisors has been helping families amplify and simplify... ...financial planning, investment management, business management... ..., all managed by a single team. We deliver the... ...responsible for leading client relationships,... ...Specialists in the local office or region, as assigned...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours$185k - $278k
...internal and external stakeholders, leading cross-departmental efforts to... ...proficiency in Microsoft Office and other relevant software... ...adoption assistance, backup family care, surrogacy benefits, employee... ...restrictions on employees’ investments and requires financial...Work at officeFull timeTemporary workFor contractorsFor subcontractorLocal areaImmediate start$67k - $75k
Who We Are: Wealthspire is a leading wealth management, retirement... ...management firm serving individuals, families, endowments, and institutions... ...business management, family office, and retirement plan advisory... ...in Accounting, Economics, or Finance. Master's preferred CPA...Work at office- ...DIRECTOR OF FINANCE & ACCOUNTING OPPORTUNITY AT BOCAIRE... ..., highly personalized “family” club community that... ...Manager/Chief Operating Officer (GM/COO), the DOFA will... ...the Club and the HOA, lead the finance team, and ensure... ...plan; review investment decisions by investment...Work at officeContract work
$120k - $150k
...protection for individuals and families facing financial pressure,... ...Role We are hiring a hands‑on CFO to take full ownership of the... ...pivot tables preferred Casual office environment. If you’re looking... ...flow management and operational finance Experience with multi‑entity...Work at officeCasual work$190k - $220k
...administrative staff specializing in serving family office and real estate private equity sponsors... ...through structured training programs.Lead and execute other tax-related projects... ...vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO...Work at officeLocal areaRemote workFlexible hours- ...Executive Assistant to provide high‑trust administrative support to the CHRO and HR team, with secondary support for the CLO and CFO. This in‑office role emphasizes proactive coordination, organized systems, and confidential handling of sensitive information. The ideal...Work at office
- Crowe is seeking a Senior Tax Manager with ultra‑high‑net‑worth experience to guide sophisticated families and family offices on complex tax matters and planning. You will lead multi‑person engagement teams, ensure quality and compliance, and cultivate long‑term client...Work at office
$139.2k - $293.5k
...consulting groups. That's why we continuously invest in innovative ideas, such as AI-... ...'s most affluent individuals and families, their family offices, related entities, and investment and... ...sophisticated clients and their advisors, leading complex engagements, developing high-...Work at officeLocal areaRemote workWorldwide$53.68k
...administration of the campus Financial Aid Office. Implements policies and processes to... ...application to disbursement. Guides, leads, reviews, verifies, observes, and manages... ...workshops, and more. Retirement Investments : State retirement plan options and voluntary...Work at officeFull timeTemporary workLocal areaRemote workNight shiftAfternoon shift- ...Relationship Manager & Financial Planner Full-time, In-office position As a valued team member of Fiduciary Family Office, the Relationship Manager position serves... ...Diamond/Advent Strong knowledge of all types of investment vehicles and implementing asset allocation...Work at officeFull timeWork experience placement
- ...member of the executive team, the CFO drives INFUSE’s financial... ...Boca Raton. What You’ll Do Lead all financial operations:... ...Partner with leadership to evaluate investments, partnerships, and strategic... ...Proven experience in senior finance leadership (ideally in a fast‑...Remote work
$190k - $250k
...bottom line.Job title: SVP Finance, North AmericaReports to: Group CFO (indirect to NAmer CEO)... ...What's the RoleThis is the lead finance role for... ...CEO, COO, Chief Product Officer, Chief Planning & Data Officer... ...utilisation, scenario modelling, investment cases. Proactively...- ...client is conducting a search for a VP of Finance to join their team. The VP of Finance... ...alignment and informed decision-making. Lead the formulation of the annual Business Plan... ...support the customer quoting process and investment decisions. Collaborate with Sales &...Relocation package
$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- ...Education Level 4 Year Degree Category Finance Description About Us:... ...back into their home life, family life, and careers with newfound... ...with supervision of the business office team Prepares Consolidated Census Daily Lead month end process for assigned facilities...Work at officeFull timeContract workLocal areaFlexible hoursShift workDay shift
$76.5k - $95k
...to support all safety efforts on a single project with <250 workforce and not... ...Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since... ...profit-sharing/401k plan. We invest in our employees’ education and have...Work at officeFor contractors$85k - $240k
YOUR IMPACT As a Family Office Advisor, you will be instrumental... ...clients. You will lead and cultivate deep,... ...provide financial planning, investment management, banking,... ...value having a single point of contact to address... ...Bachelor’s degree in finance, accounting, or a related...Work at officeFull timeTemporary workPart time- ...PARALEGAL FAMILY LAWITIGATION Busy Family Lawboutique law office in Boca Raton is seeking a paralegal to join them in a perm direct hire capacity starting as soon as possible. Qualified Applicant Previous Family Law experience is a preferred Must have 3+ years previous...Work at officePermanent employmentImmediate start
- ...with a respected Boca Raton law firm to recruit an experienced Family Law Paralegal for close collaboration with attorneys, clients, and... ..., mediation, hearings, and depositions in a fast-paced environment. Hybrid in-office and remote work is available. #J-18808-Ljbffr LHHWork at officeRemote work
- Wealthspire Advisors seeks a Family Office Staff Accountant to support the accounting and reporting... ...role offers hands-on exposure within a leading wealth management firm. The candidate... ...a Bachelor's in Accounting/Economics/Finance; CPA is preferred, with 0-2 years of related...Work at office
- ...have 6-8 years of experience in operations or real estate, strong organizational skills, and proficiency in Microsoft Office. This role requires excellent attention to detail and the ability to manage multiple priorities effectively. #J-18808-Ljbffr Baum Family InvestmentsWork at office
- 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
$200k - $230k
Vice President of Single Case Agreement (SCA) - Exact Billing Solutions... ...) Lauderdale Lakes, FL - In Office - No Remote Salary Range: $20... ...operations. Part of the ICBD family office portfolio, Exact... ...and driving the vision forward. Lead with confidence, strategic foresight...Work at officeFull timeRemote workFlexible hours- Wealthspire Advisors is seeking a Family Office Staff Accountant to support the Family Office Accounting team, handling accounting and financial reporting for select ultra-high-net-worth clients, including executives and business owners. This role offers growth opportunities...Work at office
- Wealthspire is seeking a Family Office Staff Accountant to support our Family Office Accounting team. The role focuses on accounting and financial reporting for a select group of ultra-high-net-worth clients and executives, with training available for growth in wealth management...Work at office
$85k - $240k
Goldman Sachs is seeking a Family Office Advisor in Deerfield Beach, Florida to manage financial planning and provide strategic guidance for ultra-high net worth clients. This role emphasizes strong relationships with a limited portfolio, ensuring exceptional service and...Work at office- EJI Recruiting seeks an experienced Family Law Paralegal in Boca Raton, FL to support complex divorce and paternity matters for domestic... ...with attorneys and forensic accountants. This is an in-office position with opportunities for growth and a competitive base salary...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CFO for Single Family Office Investments & Finance Lead. Be the first to apply!
- construction cfo Boca Raton, FL
- cfo healthcare Boca Raton, FL
- chief financial officer cfo Boca Raton, FL
- cfo Boca Raton, FL
- cfo real estate Boca Raton, FL
- chief financial officer Boca Raton, FL
- hedge fund cfo Boca Raton, FL
- investment firm Boca Raton, FL
- investment coordinator Boca Raton, FL
- investment operations Boca Raton, FL


