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Full Job Description
Job Description: Chief Financial Officer (CFO)
Company Profile:
With profound expertise spanning various equity and credit asset classes, our firm is dedicated to preserving and growing the wealth of our families through meticulous financial stewardship and innovative investment strategies.
Our offices in Telluride, Colorado, and Atlanta, Georgia, serve as hubs of excellence, enabling us to operate with a national footprint while selectively pursuing strategic opportunities on a global scale.
Role Overview:
We are seeking an experienced and dedicated Chief Financial Officer (CFO) to manage the financial operations for three families, overseeing both private and public investments across real estate, private equity, and growth equity.
This full-time role will report directly to the Head of Family for each managed family, ensuring the seamless management of reporting, accounting, and tax obligations for both personal and business accounts.
Key Responsibilities: Financial Management
Oversee the comprehensive financial management for all personal and business accounts.
Develop and manage financial strategies that align with each family’s investment goals.
Provide insights and recommendations on investment opportunities and financial planning.
Accounting and Reporting
Ensure accurate and timely financial reporting for all private and public investments.
Manage the preparation and presentation of financial statements, budgets, and forecasts.
Oversee the monthly close of books and prepare monthly financial reports.
Coordinate with external auditors and ensure compliance with financial regulations.
Tax Planning and Compliance
Oversee tax planning strategies and ensure compliance with all tax obligations.
Prepare, review, and execute tax filings alongside external advisors.
Manage quarterly tax projections, estimates, and payments.
Work closely with tax advisors to optimize tax positions and manage tax risks.
Prepare and review tax returns for all personal and business entities.
Investment Management
Monitor and manage the performance of real estate, private equity, and growth equity investments within the portfolio.
Conduct due diligence and financial analysis for potential investment opportunities.
Maintain relationships with investment partners, advisors, and financial institutions.
Risk Management
Identify and mitigate financial risks associated with investments and business operations.
Implement robust internal controls and financial processes to safeguard assets.
Long-Range Financial Planning
Develop and maintain long-range financial plans and models for each family.
Provide strategic insights and recommendations to support long-term financial goals.
Qualifications: Education and Experience:
Bachelor’s degree in Finance, Accounting, or related field; MBA, CFA, or CPA preferred.
Minimum of 10 years of experience in finance, accounting, and investment management.
Proven track record in managing the financial operations of high-net-worth individuals and their businesses.
Skills and Competencies:
Strong financial modeling and analyst management skills
Strong analytical and strategic thinking skills.
Excellent communication and interpersonal skills.
Proficiency in financial software and tools.
High level of integrity and confidentiality.
Ability to work independently and report to multiple stakeholders.
Application Question(s):
How many years of instituional public or private investment experience do you have?
Pay:
$90,229.61 – $150,738.88 per year
#J-18808-Ljbffr
Job Description: Chief Financial Officer (CFO)
Company Profile:
With profound expertise spanning various equity and credit asset classes, our firm is dedicated to preserving and growing the wealth of our families through meticulous financial stewardship and innovative investment strategies.
Our offices in Telluride, Colorado, and Atlanta, Georgia, serve as hubs of excellence, enabling us to operate with a national footprint while selectively pursuing strategic opportunities on a global scale.
Role Overview:
We are seeking an experienced and dedicated Chief Financial Officer (CFO) to manage the financial operations for three families, overseeing both private and public investments across real estate, private equity, and growth equity.
This full-time role will report directly to the Head of Family for each managed family, ensuring the seamless management of reporting, accounting, and tax obligations for both personal and business accounts.
Key Responsibilities: Financial Management
Oversee the comprehensive financial management for all personal and business accounts.
Develop and manage financial strategies that align with each family’s investment goals.
Provide insights and recommendations on investment opportunities and financial planning.
Accounting and Reporting
Ensure accurate and timely financial reporting for all private and public investments.
Manage the preparation and presentation of financial statements, budgets, and forecasts.
Oversee the monthly close of books and prepare monthly financial reports.
Coordinate with external auditors and ensure compliance with financial regulations.
Tax Planning and Compliance
Oversee tax planning strategies and ensure compliance with all tax obligations.
Prepare, review, and execute tax filings alongside external advisors.
Manage quarterly tax projections, estimates, and payments.
Work closely with tax advisors to optimize tax positions and manage tax risks.
Prepare and review tax returns for all personal and business entities.
Investment Management
Monitor and manage the performance of real estate, private equity, and growth equity investments within the portfolio.
Conduct due diligence and financial analysis for potential investment opportunities.
Maintain relationships with investment partners, advisors, and financial institutions.
Risk Management
Identify and mitigate financial risks associated with investments and business operations.
Implement robust internal controls and financial processes to safeguard assets.
Long-Range Financial Planning
Develop and maintain long-range financial plans and models for each family.
Provide strategic insights and recommendations to support long-term financial goals.
Qualifications: Education and Experience:
Bachelor’s degree in Finance, Accounting, or related field; MBA, CFA, or CPA preferred.
Minimum of 10 years of experience in finance, accounting, and investment management.
Proven track record in managing the financial operations of high-net-worth individuals and their businesses.
Skills and Competencies:
Strong financial modeling and analyst management skills
Strong analytical and strategic thinking skills.
Excellent communication and interpersonal skills.
Proficiency in financial software and tools.
High level of integrity and confidentiality.
Ability to work independently and report to multiple stakeholders.
Application Question(s):
How many years of instituional public or private investment experience do you have?
Pay:
$90,229.61 – $150,738.88 per year
#J-18808-Ljbffr