Chief Financial Officer - Single Family Office

Chief Financial Officer - Single Family Office

A prominent Single Family Office is seeking a CFO to take ownership of day-to-day accounting and investment operations. This is a hands‑on, detail‑oriented role with direct responsibility for financial reporting, investment accounting, tax coordination, and systems implementation across a diverse portfolio that includes public and private investments, real estate, trusts, and international entities.

Responsibilities:

• Own all accounting and financial reporting for family entities (individuals, trusts, foundations, investment partnerships)

• Track private investment activity: capital calls, distributions, waterfalls, and fees

• Review fund documents, subscription agreements, and coordinate with external managers

• Manage cash flow, bill pay, and investment reconciliations

• Assist with tax planning and coordinate with external tax advisors

• Implement and manage a new financial reporting/accounting system

• Interface with custodians, banks, fund admins, attorneys, and tech vendors

• Support estate planning, charitable giving, and trust administration

Qualifications:

• 10+ years of accounting experience, ideally in a family office, investment firm, or fund administration environment

• Strong technical accounting skills; CPA preferred

• Deep knowledge of investment accounting across private equity, hedge funds, real estate, and public markets

• Experience reading and interpreting fund docs and subscription agreements

• Exposure to trust and estate structures; international investment experience is a plus

• Highly organized, resourceful, and comfortable working in a lean team

• Strong Excel skills and familiarity with general ledger/portfolio systems

#JLjbffr