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Job description
Location: Miami, Florida (in-person); relocation assistance available for qualified candidates
About the Role:
A well-established UNHW family office is seeking an experienced Chief Financial Officer to lead the firm’s financial management, reporting and forecasting functions, domestic and international tax strategy and long-term estate planning.
The CFO will serve as a trusted financial advisor to the principals and provide oversight across a complex portfolio of investments, operating entities, trusts, real estate, and other assets.
This is a highly confidential, hands-on role requiring exceptional judgment, integrity, discretion, and the ability to navigate complex financial matters with clarity and sophistication.
Key Responsibilities:
Lead the finance and accounting function, including consolidated reporting, budgeting, forecasting, and financial planning.
Provide the principals with clear, timely financial insight into assets, liabilities, liquidity, cash flow, and investment performance, including quarterly in-person updates.
Oversee financial reporting and administration across complex investment structures, trusts, partnerships, LLCs, and other entities.
Manage domestic and international tax compliance and planning, including support for estate planning and wealth-transfer initiatives.
Provide financial analysis and strategic support for investments, transactions, real estate, and other significant family assets.
Establish and maintain robust financial controls, governance, risk management, and operating processes.
Partner closely with the COO, GC, investment managers, financial advisors, attorneys, and other external advisors to support the family’s financial and investment objectives.
Lead and develop the internal finance team and effectively manage key external service providers.
Continuously improve financial systems, processes, reporting, and technology infrastructure to enhance efficiency, transparency, and decision‑making.
Key Qualifications:
8+ years of finance experience, ideally within a family office, investment firm, private equity or venture capital fund, hedge fund, asset management or wealth management organization, financial institution, accounting or advisory firm, corporate finance or in‑house financial function, or another similarly sophisticated and complex financial environment.
Comprehensive expertise across accounting, financial reporting, treasury, tax coordination, financial planning, and internal controls, with a demonstrated ability to oversee these functions strategically and operationally.
Experience with complex investment structures, private investments, trusts, partnerships and other sophisticated structures.
Exceptional analytical ability and attention to detail.
An uncompromising commitment to confidentiality, integrity, and discretion.
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Worksite address
miami, FL, 33222, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.