CFO - 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