Director, CFO Services

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This range is provided by Cresset. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,
* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

Cresset is seeking a Director, CFO Services, who will operate within our CFO Services team. This position is hands-on, requiring experience in financial reporting, cash flow analysis, bill payment including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of customized financial reports for high-net worth families.

Understanding of operational accounting, cash management, and payroll functions are important to success. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity. This position will report directly to the Managing Director, Head of CFO Services.

• Oversight and execution of all financial administration tasks for high-net worth families
• Polished communication with internal and external stakeholders
• Family entity bookkeeping, which may include individuals, revocable trusts, or other related entities
• Timely, accurate, and reliable bill pay and financial reporting
• Cash management services including ensuring sufficient funds exist to make required payments
• General ledger maintenance, balance sheet reconciliations, and cost allocations
• Maintain sources and uses of cash reporting for family members
• Support financing and financial operations related to residential holdings and acquisitions
• Interface with clients, and client advisors (investment, tax, other), and others on CFO Services team to ensure excellent communication takes place

• Bachelor’s degree in accounting, finance, or related fields
• 12+ years’ experience in investment accounting, public accounting, fund administration, family office, private equity accounting, or other investment related entities
• Supervisory and team building experience with an emphasis on creating positive work environments and developing employees, ensuring high work quality and client satisfaction.
• Strong written and verbal communication skills, including the ability to simplify financial concepts and educate a less sophisticated audience
• Coordination with internal wealth advisory personnel, and external advisory firms such as tax, legal, and wealth advisory with an emphasis on identification of issues and implementation of new initiatives
• Experience in investment accounting and general ledger software applications
• Ability to multi-task, thrive and adapt in a dynamic, time frame-driven environment
• Desire to learn, gain experience, and to assume additional responsibilities
• Extraordinary organizational and project management skills

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. As such, Cresset offers a competitive…