Job DetailExperience Level DirectorDegree Type Bachelor of Arts (BA)Employment Full TimeWorking Type HybridJob Reference 0000019246Salary Type AnnuallySelling Points Drive impactful finance and operations strategies for a prestigious family office. Collaborate directly with senior leadership to shape organizational success. Lead multi-entity financial planning and investment operations.Job DescriptionOverviewLead finance and operations for a family office managing investments and philanthropic foundations.Collaborate closely with the Principal and CEO to ensure strategic alignment.Oversee consolidated financial reporting across diverse entities and functions.Direct liquidity planning, tax strategy, and foundation compliance.Manage investment operations, including fund administration and performance reporting.Supervise personal affairs management, including property, assets, and recurring costs.Establish and maintain relationships with external advisors and service providers.Ensure integrity and discretion in all financial and operational matters.Key Responsibilities & DutiesDevelop and oversee consolidated financial strategies across all entities.Direct liquidity and capital planning to meet investment and operational needs.Ensure compliance with tax regulations and foundation requirements.Supervise disbursements, treasury, and banking operations.Manage investment operations, including capital calls and fund administration.Coordinate with external advisors, auditors, and fund administrators.Oversee management of personal assets, including properties and vehicles.Lead a team of senior professionals across finance and operations functions.Job RequirementsBachelor of Arts degree with extensive experience in finance and operations.Minimum 12 years of experience, preferably 15 years in relevant roles.Proven leadership in multi-entity finance and consolidated reporting.Expertise in partnership structures, capital calls, and fund administration.Strong foundation tax knowledge and experience with 501(c)(3) compliance.CPA certification and Big Four background preferred.Exceptional discretion, integrity, and trustworthiness.Ability to lead senior professionals while engaging hands-on when necessary.
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