VP of Finance, CPA - Family Office

Industry: Family Office / Holding Company / Diversified Investments

Company Size: Approximately $20 million in annual operating revenue

Position Overview

A successful entrepreneurial family office is seeking an experienced VP of Finance to provide financial leadership across a diversified portfolio of operating businesses, real estate holdings, and private investments.

The organization has an established accounting team responsible for day-to-day accounting activities. The VP of Finance will serve as the senior financial partner to family ownership, providing clear visibility into cash, business performance, investment activity, and future capital requirements.

This position requires a financial executive who can combine strong accounting oversight with forward-looking financial leadership. A primary focus will be understanding where cash is today, anticipating where it will be needed, and advising ownership on how capital can be protected and strategically deployed.

Key Responsibilities

• Lead cash management, treasury, liquidity planning, and short- and long-term cash-flow forecasting across multiple entities.


• Provide consolidated and entity-level financial reporting, forecasts, KPIs, and strategic analysis to family ownership.


• Oversee budgeting, financial planning, scenario modeling, and performance analysis across operating companies and investments.


• Advise ownership on capital allocation, financing decisions, real estate opportunities, acquisitions, and private investments.


• Evaluate prospective investments, including expected returns, cash requirements, financial risks, and long-term value.


• Support M&A activity, financial due diligence, transaction analysis, and financing arrangements.


• Provide leadership and oversight to the accounting and finance team while strengthening accountability and workflows.


• Ensure accurate financial reporting and improve accounting policies, internal controls, processes, systems, and reporting capabilities.


• Manage relationships with banks, outside CPAs, tax advisors, attorneys, investment professionals, and other external partners.

Qualifications

• Bachelor’s degree in Accounting and an active CPA designation.


• At least 10 years of progressive accounting and finance experience, including senior leadership as a VP of Finance, Director of Finance, Controller, or similar position.


• Significant cash management, treasury, liquidity planning, and cash-flow forecasting experience.


• Experience managing finance and accounting across multiple businesses, investments, or legal entities.


• Strong budgeting, forecasting, financial modeling, management reporting, and capital-allocation capabilities.


• Experience leading accounting and finance professionals and improving financial processes, controls, reporting, and ERP systems.


• Experience working directly with family ownership, entrepreneurial business leaders, or executive leadership teams.