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Location: Beverly Hills
Posted on: May 17, 2023

Job Description:

Location: - Beverly Hills , CA POSITION OVERVIEW: Confidential and private Family Office with broad-ranging business, philanthropic and personal initiatives is seeking a CFO. As a key member of the Senior Management team, the CFO will assume a critical strategic and operational role in the overall management of the company. They will have primary day to day responsibility for planning, implementing, managing, and controlling all financial related activities. This will include direct responsibility for accounting, finance, strategic planning, budgeting, financial analysis, and forecasting. Additional responsibilities include estate and tax planning, compliance, and the handling of financial matters related to foundations and charitable giving, insurance, and risk management.KEY RESPONSIBILITIES:--- Oversee all accounting, finance, tax-related, and estate planning activities for the office.--- Direct all accounting policies, procedures, and internal controls, and ensure compliance and appropriate checks and balances.--- Supervise the production of all financial reporting and investment performance reporting.--- Preparation and management of budgets and cash flow forecasts for all entities and family members.--- Oversee finance team responsible for all company, household and personal bill paying.--- Responsible for all checking, cash flow, and treasury management activities, including the management and/or creation of all accounts, along with extensive tracking systems associated with any movement of cash.--- Produce and oversee all performance reporting.--- Work closely with the advisors to manage compliance, reporting and record keeping for the family.--- Manage and oversee the relationship with auditors, tax advisors, lenders, bankers, and other financial services providers.--- Strategically manage and consider all matters related to planning, cash management and liquidity needs, both short and long term.--- Collaborate with the executive team on technology decisions.--- Identify and manage business and operational risks, and insurance requirements.--- Responsible for maintaining and updating financial systems and corporate records across all accounts and entities.--- Hire, train and retain skilled accounting and finance staff.--- Collaborate with the rest of the management team on investment decisions, investment structuring and tax matters, operational matters and financial due diligence.CANDIDATE PROFILE:--- The CFO must have strong analytical, strategic planning, and written and verbal communication skills, including the ability to work well with the principals/owners, board members, trustees, and other members of the management team.--- The candidate will have at least 12-15 years of broad-based financial and business management experience, with a minimum of five years in a management role. Experience in a family office, investment management or financial services firm, or privately held family-owned company is ideal.--- The successful candidate will have the highest level of integrity, discretion, and dependability, and a strong sense commitment to colleagues and the principals.--- This individual will have excellent academic credentials which would include a BA/BS in Accounting/Finance, and ideally an advanced degree and/or CPA.--- Prior experience working with principals and familiarity with investments, trusts and estate planning issues is highly preferred.CHARACTERISTICS FOR SUCCESS:--- Must have a strong commitment to the maximizing the objectives of the principals and a "can do" attitude to problem solving.--- Must be able to work with various technological platforms to develop accounting and reporting deliverables as well as necessary tracking mechanisms.--- Strong interpersonal skills, ability to communicate and manage well at all levels of the organization.--- Demonstrated track record of increased responsibility and success in the areas of accounting, finance, and tax.--- Exceptional organizational capabilities given the scale of the operations and complexity related to the org chart.--- Must be able to work in a fast-paced environment and achieve objectives with tight timeframes on multiple projects.--- Strong problem-solving skills and the ability to exercise sound judgment and make decisions based on accurate and timely detailed analysis.--- Capable of balancing the daily and monthly financial reporting and analysis with high level of strategic thinking.--- Able to develop and leverage relationships to create and cultivate networks of people and work with them to accomplish objectives. ---- Rigorously maintain accountability around processes and procedures for achieving high levels of individual and organizational performance.--- Superior analytical skills with the ability to apply logic and sound reasoning to determine the facts, understand cause and effect and demonstrate the necessary savvy to apply good judgment in complex situations.I consent to the collection of information I provide and screenshots created as part of the feedback process, to be used in accordance with BugHerd's privacy policyprivacy policy Your feedback was sent.Sending feedback.Uploading video. 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Keywords: FAMILY OFFICE EXCHANGE LLC, Beverly Hills , CFO, Executive , Beverly Hills, California

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