Head of Finance
Confidential
Head of Finance
About the Company
A growing multi-entity platform of operating companies, investments, and family office activities.
Industry
Investment Management
Type
Privately Held
About the Role
The Company is seeking a Head of Finance to join their team. The successful candidate will be responsible for building and leading the financial architecture across a diverse portfolio of operating companies, investment vehicles, and family office activities. This role is pivotal in driving the company's financial strategy, with a focus on creating and maintaining world-class financial visibility, disciplined capital allocation frameworks, and the necessary infrastructure to support long-term growth. The Head of Finance will also be involved in forecasting, budgeting, cash management, tax planning, and establishing financial governance across multiple entities. The ideal candidate should have 8-12 years' of finance leadership experience in relevant environments, with a strong background in capital allocation, treasury, and debt strategy. They must be adept at managing complex financial structures, have a deep understanding of corporate and fund accounting, and possess advanced financial modeling skills. The role requires a hands-on approach, with the expectation that the Head of Finance will be actively involved in building and optimizing financial systems. A Bachelor's degree in a related field is required, and professional certifications such as CPA, CFA, or MBA are preferred. The candidate should be a trusted advisor, capable of delivering clear and honest financial insights, and must be deeply aligned with the company's mission and long-term goals.
Functions
- Finance
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- ...stepping into a complex environment and driving clarity and structure. Experience in high-growth or evolving organizations is a must, and the ability to operate in a lean, fast-paced environment and quickly add value is crucial. Functions ~ Finance ConfidentialInterim role
- ...developing a world-class forecasting and planning function, and improving financial models to support expansion. Functions ~ Finance Known Requirements Bachelor's or master's degree in the relevant field required Extensive prior professional experience...
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- ...minimum of 15 years' experience in the manufacturing, industrial, or distribution industries, with at least 10 years in senior-level finance positions. Experience in a privately held or family-owned business is a plus. The CFO will be expected to have a proven track...
- ...budgets, and will be accountable for performance against these budgets. The role also involves leading the build-out of a best-in-class finance infrastructure, integrating financial reporting platforms, and working on add-on acquisitions and other strategic initiatives....
- ...be able to operate at both strategic and tactical levels in a high-growth, tech-enabled environment and have experience in building finance teams and systems from early scale through global expansion. While not required, experience with SEC compliance, IPO readiness, or...Remote work
- ...organizational scaling, and a balance of financial stewardship with enterprise growth. The CFO will also be expected to lead and structure the finance organization, partner with the executive team on financial matters, and contribute to strategic discussions. Success in this role...
- ...functions such as accounting, FP&A, tax, audit, and payroll operations, as well as developing and leading high-performing teams across finance and operations. The ideal candidate will have a Bachelor's degree in a related field, with an MBA or CPA preferred, and at least 15...
- ...with a history of leading M&A activities and a tenure of 15-25+ years in financial roles. The role demands a passionate and committed finance leader with a strong will to win, capable of honoring the company's legacy while driving it towards a successful and scalable...Flexible hours
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