CFO Finance & Accounting

We are seeking an experienced Director of Finance to lead the firm’s financial operations within a sophisticated, relationship-driven UHNW environment. This is a senior leadership role for a finance professional who values stability, precision, and working closely with executive leadership in a high-trust organization with minimal turnover.

The Director of Finance will be responsible for maintaining financial integrity across a complex operational platform supporting over $8B in assets, while contributing to long-term strategic planning and disciplined growth.Title: Director of Finance

Oversee all financial functions, including accounting, financial reporting, budgeting, and forecasting

Prepare and review financial statements, management reports, and executive-level analyses

Ensure compliance with regulatory, tax, and audit requirements relevant to UHNW wealth management

Establish and maintain strong internal controls, policies, and procedures

Partner closely with senior leadership on long-term strategic planning, capital allocation, and financial modeling

Manage relationships with external auditors, tax advisors, custodians, and banking partners

Lead, mentor, and develop the finance and accounting team

Support operational complexity related to trusts, investment entities, and advisory structures

Identify opportunities to improve processes, scalability, and financial clarity as the firm evolvesQualifications:

Bachelor’s degree in Finance, Accounting, or related field (CPA, CFA, or MBA strongly preferred)

10+ years of progressive finance or accounting experience, ideally within UHNW wealth management, family office, asset management, or professional services

Experience supporting a firm managing multi-billion-dollar assets

Deep understanding of financial reporting, budgeting, and regulatory environments

Ability to communicate complex financial matters clearly to senior stakeholders