Chief Financial Officer

Overview: Lead financial strategy and operations for a dynamic organization with diverse portfolios and multi-entity structures. Provide strategic financial insights to support decision-making and organizational growth. Oversee compliance, reporting, and planning for complex financial structures across jurisdictions. Collaborate with stakeholders to align financial strategies with organizational objectives. Drive innovation and efficiency in financial operations to ensure sustainable growth. Manage personnel operations, including payroll, benefits administration, and workforce planning. Support evaluation of new investments and ensure accurate financial treatment. Coordinate financial analytics and reporting to support strategic initiatives.

Key Responsibilities & Duties: Oversee financial reporting, investment valuation, and cash flow management across diverse portfolios. Coordinate tax compliance, projections, and planning for multi-entity structures. Manage banking relationships, brokerage accounts, and investment-related transactions. Supervise payroll processing, benefits administration, and personnel records management. Oversee real estate financial reporting and provide property-level financial support. Coordinate insurance management, including valuations and claims processing. Administer trust distributions, family loans, and beneficiary correspondence. Support strategic initiatives by providing financial analytics and insights.

Job Requirements: CPA credential required; advanced tax degree preferred. Minimum 15 years of experience in financial leadership; 20 years preferred. Expertise in investment partnerships, securities, and real estate financial operations. Proficiency in multi-entity reporting, including IRS K-1s and 1099s. Strong financial modeling skills and advanced proficiency in Excel. Strategic thinker with exceptional organizational and leadership capabilities. Ability to manage complex workflows and seasonal demands effectively. Commitment to ethical practices and fostering organizational success.