What are the responsibilities and job description for the Director of Finance And Administration position at Jackson Enterprises?
About the Role
The Director of Finance and Administration will play a central role in supporting the financial, investment, and administrative operations of an asset management company/family office with a focus on complex investments, multi-entity structures, and Estate Planning/Management. Working closely with the Executive Team and family principals, this individual will ensure the smooth functioning of financial and operational processes across the family office and affiliated entities.
We are seeking a candidate who can demonstrate a blend of operational excellence, financial acumen, strategic vision, and a results-driven, hands-on approach to leadership. Backgrounds in investment banking, accounting, investment operations, management consulting, or financial planning & analysis are especially valued.
Key Responsibilities
- Support the COO to strengthen operational systems, workflows, and governance processes.
- Customize and manage a comprehensive reporting infrastructure for all Family Office operations. Provide consistent updates to the COO and the family principals.
- Participate in the preparation of consolidated financial and investment reports for the family principals and advisors.
- Collaborate with the CIO on investment reporting, analytics, and portfolio monitoring.
- Coordinate investment operations, including pipeline management, asset allocations, distributions, reconciliations, and performance tracking across public and private assets.
- Support financial operations, including reporting, budgeting, asset tracking, and cash flow management for family entities and investments.
- Serve as a Project Manager for strategic initiatives such as financial infrastructure projects, internal process optimization, ongoing risk management assessments, and driving long-term planning actions such as financial modeling, liquidity planning, and creating operational policies and standard operating procedures.
- Oversee administrative operations, human resource levels, vendor relationships, and general office administration.
- Uphold confidentiality, integrity, and discretion in all aspects of family and financial affairs.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or Business; MBA, CPA, CFA, or CFP preferred but not required.
- 7 years of experience in investment banking, accounting, management consulting, investment operations, or financial planning & analysis, ideally within a family office, investment firm, or private client environment.
- Strong understanding of investment operations, entity structures, and financial reporting.
- Advanced Excel and analytical skills; experience with investment management or accounting systems is a plus.
- Exceptional organizational skills and ability to manage multiple priorities in a dynamic environment.
- Proven ability to collaborate with senior executives, external advisors, and family principals.
Attributes for Success
- Strategic, analytical thinker with a detail-oriented and execution-focused mindset.
- Comfortable in a lean, high-performing team environment.
- Professional, discreet, and highly reliable under pressure.
- Proactive problem-solver with strong communication and interpersonal skills.
Compensation & Benefits
- Competitive salary performance bonus.
- Comprehensive health, dental, and vision coverage.
- 401(k) with employer match.
- Paid time off and flexible scheduling.
- Professional development, certification support
- Opportunity to work with unique, high-value assets in a growth-oriented environment