Director Finance & Family Office Operations

Director, Finance & Family Office Operations

Position Overview

A private investment and operations office is seeking a highly organized and technology-forward finance leader to oversee financial administration, operational infrastructure, and a globally dispersed portfolio of residential and investment assets. This individual will play a key role modernizing processes, improving reporting visibility, and helping transition the office toward a more efficient digital operating environment.

The role combines hands-on financial management with operational oversight across multiple entities, properties, investments, and related family office activities.

Core Responsibilities

Financial Administration & Reporting

• Manage day-to-day accounting activities across multiple entities and accounts
• Coordinate accounts payable, wire activity, reimbursements, payroll, and banking relationships
• Prepare budgets, liquidity forecasts, and consolidated financial summaries
• Monitor expenses related to properties, lifestyle operations, investments, and affiliated entities

Property & Asset Oversight

• Coordinate financial operations tied to a portfolio of domestic and international properties
• Track operating expenses, vendor contracts, maintenance costs, taxes, and insurance coverage
• Partner with property managers, service providers, and advisors to ensure efficient operations
• Help streamline recordkeeping and payment workflows across multiple locations

Process Improvement & Technology Modernization

• Lead efforts to digitize financial operations and reduce dependency on manual or paper-based processes
• Implement and optimize systems for payments, approvals, reporting, and document management
• Improve internal controls, operational procedures, and data organization
• Evaluate and enhance tools across accounting, workflow management, and financial operations platforms

Desired Background

• 7 years of experience in finance, accounting, operations, or investment administration
• Prior exposure to family offices, private investment environments, private equity, venture capital, or ultra-high-net-worth operations strongly preferred
• Experience managing multiple entities, accounts, and complex financial structures
• Strong systems orientation with an interest in automation and process efficiency
• Comfortable handling highly confidential information with professionalism and discretion
• Advanced Excel and financial analysis capabilities preferred
• Familiarity with modern financial and operational platforms is a plus

Ideal Profile

The ideal candidate is detail-oriented, adaptable, and highly trustworthy, with the ability to balance strategic thinking and hands-on execution. This person should be comfortable working in a small environment with a family.