Family Office Director of Finance

Job Description

Job Description

Position Summary

The Director of Finance is responsible for providing financial oversight and support for the business and financial interests of a senior executive, including privately held businesses, investments, real estate holdings, and related entities.

This position works directly on behalf of the executive and is not part of the finance department of any individual operating company . The Director of Finance will work with accounting and finance teams across the executives business interests to ensure accurate reporting, strong financial controls, and clear visibility into overall financial performance.

This is a hands-on role requiring strong technical accounting knowledge, financial analysis, sound judgment, and a high degree of confidentiality.

Essential Duties & Responsibilities:

1. Financial Reporting & Accounting

• Oversee monthly and quarterly financial reporting across multiple entities.
• Review P&L, Balance Sheet, Cash Flow, and Net Debt reports.
• Review month-end adjustments, journal entries, and account reconciliations.
• Monitor intercompany activity and consolidated financial reporting.
• Ensure financial information is accurate, timely, and properly supported.
• Coordinate with accounting teams and external professionals to resolve financial discrepancies.

2. Financial Oversight & Planning

• Monitor cash flow, liquidity, debt, and financial obligations.
• Prepare and review budgets, forecasts, and financial models.
• Analyze financial performance and provide recommendations to the executive.
• Track investments, real estate holdings, and privately held business interests.
• Assist with financial analysis related to investments, acquisitions, and other business opportunities.

3. Audit, Tax & Compliance

• Coordinate financial audits and required supporting documentation.
• Work with outside accountants, auditors, attorneys, bankers, and tax advisors.
• Support tax planning and compliance across applicable entities.
• Maintain organized financial records and documentation.

4. Systems & Controls

• Develop and maintain appropriate accounting processes and internal controls.
• Review payment and approval procedures to reduce financial and fraud risk.
• Support implementation and maintenance of accounting and general ledger systems.
• Identify opportunities to improve financial reporting and accounting processes.

5. Leadership & Collaboration

• Work closely with finance and accounting teams across the executives business interests.
• Supervise and develop assigned finance or accounting staff as applicable.
• Maintain strong relationships with external professional advisors.
• Provide clear and concise financial information directly to the executive.

Qualifications

• Bachelors degree in Accounting, Finance, or related field.
• 10+ years of progressive accounting and finance experience.
• CPA or other professional accounting designation strongly preferred.
• Previous experience as a Controller, Director of Finance, or similar senior finance leader.
• Strong knowledge of financial statements, month-end close, journal entries, and reconciliations.
• Experience with multi-entity and intercompany accounting.
• Strong understanding of AR, AP, cash flow management, and accounting controls.
• Experience managing financial audits.
• Strong budgeting, forecasting, and financial modeling skills.
• Advanced Microsoft Excel skills.
• Experience with ERP or general ledger systems; SAGE experience preferred.
• Experience supporting privately held businesses, investments, real estate, or a family/private office environment preferred.

Core Competencies

• High level of integrity and confidentiality
• Strong analytical and problem-solving skills
• Exceptional attention to detail
• Ability to manage multiple priorities and deadlines
• Strong communication and interpersonal skills
• Sound financial judgment
• Ability to work independently
• Hands-on approach to accounting and financial management
• Ability to work effectively with executives, finance teams, and outside advisors

Role Distinction

This position supports the executives overall financial and business interests across multiple entities . It is not a Finance Director position within any one of the executives operating companies. The Director of Finance will collaborate with the individual companies and their finance teams while maintaining an independent, executive-level financial oversight role.