What are the responsibilities and job description for the Chief Financial Officer (Single Family Office) position at Confidential Career?
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
Salary : $350,000 - $375,000
