Director of Finance; In-person; Newberg, Oregon

Serves as the senior-most finance leader for the family office, overseeing all financial operations, reporting, budgeting, tax coordination, internal controls, and risk management - including IT systems and cybersecurity oversight. Supports the General Manager to provide accurate financial information, sound analysis, and strategic insight. Manages finance team members to ensure high-quality financial data across all entities. Leads continuous improvement of financial systems, processes, and workflows while maintaining confidentiality and safeguarding family assets.

Coordinates with internal and external partners on real estate activities, financial reporting, and operational support.

• Maintains the confidence of the family and family office by safeguarding all confidential information.
• Leads and manages the Finance and Tax Department, ensuring accountability, accuracy, and professional development.
• Oversees daily accounting operations, including general ledger maintenance, accounts payable/receivable, expense coding, and financial data integrity.
• Ensures all financial transactions are recorded accurately and in a timely manner across all entities.
• Reviews and oversees all account reconciliations; investigates variances and resolves discrepancies promptly.
• Prepares and reviews monthly, quarterly, and annual financial statements and management reports.
• Manages the budgeting and forecasting processes, including variance analysis, modeling, and cash-flow tracking.
• Coordinates with CPA firms by providing timely, accurate documentation for tax preparation and compliance.
• Ensure all tax filings are complete, accurate, and submitted on time.
• Maintains and strengthens internal controls, policies, and procedures to safeguard family assets and ensure operational excellence.
• Oversees risk-management activities, including monitoring internal control systems, insurance coordination, and identifying operational and financial risks.
• Provides leadership for IT risk management, including system access controls, cybersecurity awareness, coordination with IT providers, and ensuring financial data systems remain secure and compliant.
• Oversees insurance documentation and schedules; assists with renewals, compliance tracking, and maintenance of coverage records.
• Oversees treasury functions, including cash-flow monitoring, liquidity planning, and short-term investment coordination.
• Prepares financial reporting packages and dashboards for the General Manager and family leadership.
• Leads improvements to accounting systems, processes, and workflows to enhance efficiency, accuracy, and transparency.
• Collaborates with investment consultants to ensure accurate investment accounting and reporting.
• Supports real estate operations by coordinating financial reporting, maintaining property-level accounting, monitoring expenses, and assisting with transactions, leases, or development activities.
• Assists with special projects such as new entity formation, reorganizations, financial analysis, and system implementations.

• Bachelor’s degree in accounting, finance, or business; CPA preferred.
• 10+ years of progressive accounting or finance experience, ideally within a family office, private company, or multi-entity environment.
• 5+ years of leadership experience managing financial teams.
• Strong understanding of GAAP, financial reporting, internal controls, and risk-management practices.
• Experience preparing and reviewing financial statements and supporting tax filings.
• Familiarity with IT systems, cybersecurity fundamentals, and financial-system controls.
• High proficiency with Quick Books or comparable accounting systems; strong Excel and Microsoft Office skills.
• Strong analytical, organizational, and…