Family Office Finance Director

  • Location: New York, NY
  • Type: Perm (Contingency)
  • Job #31253

Compensation: $175,000-$225,000 + bonus

Location: New York, NY

The Family Office Finance Director position provides services to an Alternative Investment Firm Executive. In addition, the Finance Director supports a private operating foundation. This position also provides traditional family office services to the Principal, colleagues, and their families. These services include – personal financial reporting, cash management, tax/estate planning, support of philanthropic giving/efforts, and other support as needed.

Highlights About the Company & Position:

  • Work on strategic initiatives and long-term planning.
  • Oversee and coordinate all accounting, operational, legal, and administrative needs for personal investments; private investments, charities, and future potential investments.
  • Oversee accounting, tax, and administrative details related to charitable efforts.
  • Provide compliance advice to ensure organizations maintain not-for-profit status.
  • Oversee payroll administration for employees, review expenses, benefits, and payroll tax.
  • Direct ad-hoc projects and onboard future investments, including opening new bank accounts, formation of new entities, and corresponding with various financial institutions, vendors, legal counsel, and finance/tax teams.
  • Reconcile and maintain detailed accounting records for personal and corporate entities.
  • Create a recurring comprehensive and customized financial reporting package including an inventory of assets.
  • Manage accounts payable, review travel and expenses, and manage vendor relationships.
  • Generate customized reporting packages for budgets, charitable contributions, gifts, and pledges.
  • Maintain insurance policies for all legal entities. 
  • Assist with financial reporting for certain family trusts.

Requirements/Qualifications:

  • 8 to 12 years of experience in Finance from a Family Office.
  • CPA is highly desired.
  • Some tax background is preferred.
  • Discrete, independent, strategic.
  • Critical thinker.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 31253