About this opportunity
Confidential Company lists this Chief Financial Officer (Family Office) opportunity in morris county, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A new entrepreneurial Single Family Office is seeking an experienced and highly trusted executive to oversee the financial, operational, and administrative functions of a complex family enterprise. This individual will serve as a strategic partner to the Principals while ensuring the seamless management of the family's investment entities, operating businesses, real estate holdings, household operations, and external advisors.
This is a highly visible leadership role requiring exceptional judgment, discretion, organization, and the ability to operate effectively in a lean, fast-paced environment with a hands-on approach.
Key Responsibilities
Provide executive oversight of the family office's financial operations, including consolidated financial reporting, treasury, liquidity management, budgeting, cash flow forecasting, and internal controls across multiple entities and investment structures.
Coordinate tax planning, compliance, insurance, cybersecurity, and enterprise risk management initiatives in partnership with outside advisors.
Manage the day-to-day operations of the family office, implementing scalable processes, maintaining corporate records, overseeing document management, and improving operational efficiencies.
Serve as the primary relationship manager for external service providers, including legal counsel, accounting firms, banks, investment professionals, insurance brokers, consultants, and auditors.
Oversee the administration of a diversified real estate portfolio by coordinating with property managers, lenders, vendors, and construction professionals while monitoring financial performance and capital improvement projects.
Support family governance initiatives, investment committee activities, board meetings, and philanthropic organizations, while helping execute long-term strategic priorities.
Provide oversight of residential estate operations, including property managers, house managers, household staff, maintenance personnel, and service providers to ensure exceptional property management and service standards.
Partner closely with the Principals on special projects, strategic planning initiatives, and confidential matters requiring sound business judgment and discretion.
Qualifications
5-15+ years of progressive leadership experience within a Single Family Office, Multi-Family Office, private investment office, or complex private client environment.
Prior experience as a Chief Operating Officer, Chief Administrative Officer, Chief Financial Officer, Managing Director, or similar executive leadership role.
Strong understanding of complex entity structures, trusts, partnerships, investment reporting, real estate operations, family governance, and philanthropic organizations.
Experience coordinating with sophisticated external advisors across legal, tax, accounting, banking, insurance, and investment management.
CPA or bachelor's degree in Accounting, Finance, or related discipline preferred; MBA or JD is a plus.
Demonstrated ability to lead within a lean organization while remaining highly hands-on and execution focused.
Exceptional organizational, communication, and relationship management skills with the ability to balance strategic oversight and day-to-day operational responsibilities.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.