CFO-Family Office

Job Description

If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume. You may also contact my direct line at 925 357-1313.

Company:

As a member of the leadership team, the CFO-FO will be an advisor to the Principal, evaluating and assisting with the family's financial plans, budgeting and economic modeling.The CFO-FO will be responsible for overseeing all fiscal responsibilities along with compliance for the organization.

Requirements

The Role:

• Assess the financial performance against budget and forecast the offices long-term strategy, monitoring expenditures and cash flow.
• Ensure and oversee accounting and investment reporting systems to provide timely and accurate financial reporting.
• Forecast and manage tax liabilities, co-preparing tax forms with support of outside tax firm and executing tax payments.
• Oversee and implement long term portfolio management strategy with support of external firms
• Review, approve, and execute estate planning work with support from outside law firm and vendor.
• Oversee family foundation.

Keys:

• Advanced degree in business management strongly preferred, or advanced credential like CPA preferred.
• 8-12 years of experience in senior Finance role.
• Tech-savvy with knowledge of both current and evolving technology platforms.
• Up-to date knowledge of financial, accounting, risk principles and tax issues.
• Personal qualities of entrepreneurship, honesty, integrity, credibility, professionalism, and dedication.

For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume. You may also contact my direct line at 925 357-1313.