VP/Director of Finance

Job Description

Job Description

We are looking for an experienced finance leader to guide and expand a sophisticated family office services practice. This role partners closely with senior leadership to manage complex client relationships, strengthen team performance, and elevate the quality and consistency of service delivery. The ideal candidate brings deep accounting and financial insight, strong judgment, and the ability to create structure in situations involving intricate wealth arrangements and competing priorities.

Responsibilities:

• Direct financial oversight for complex family office client engagements, ensuring accurate analysis, timely execution, and high-quality deliverables.

• Partner with practice leadership to shape scalable operating procedures, improve service workflows, and support continued growth of the business.

• Lead, mentor, and develop team members by providing guidance, setting expectations, and fostering strong, detail-oriented performance.

• Review budgeting, financial reporting, and cash flow activities for ultra-high-net-worth families and related entities with a high degree of precision.

• Coordinate across advisors and stakeholders to address trust, tax, and entity-related matters within multifaceted family structures.

• Translate incomplete or fragmented financial information into clear recommendations and practical next steps for clients and internal teams.

• Identify opportunities to enhance reporting tools, technology usage, and overall operational effectiveness across the practice.

• Maintain strong client relationships by delivering responsive service, sound financial leadership, and thoughtful problem-solving on sensitive matters.

• 7+ years of experience in finance, accounting, family office services, or a related advisory environment.
• Demonstrated background supporting ultra-high-net-worth individuals, families, or closely held entities with complex financial needs.
• Strong knowledge of budgeting, financial reporting, and accounting principles.
• Experience supervising professionals and leading teams within a client service or financial operations setting.
• Familiarity with tax structuring concepts, trust administration considerations, and trust return coordination.
• Excellent organizational and analytical skills with the ability to manage multiple priorities and ambiguous information.
• High level of comfort with financial systems, reporting technology, and process improvement initiatives.
• Strong communication skills and the ability to present clear insights to both clients and internal leadership.