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Chief Financial Officer

Salary undisclosed

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Position: CFO

Location: New York, NY (In office)

Salary: $200K – $250K + Bonus

Family Office Real Estate firm seeks driven CFO to join their team!

Responsibilities:

  • Develop and implement financial strategies that align with the company’s long-term investment goals and risk tolerance.
  • Manage and optimize both liquid and alternative investments to enhance portfolio performance.
  • Prepare and present regular financial reports for the executive team and stakeholders, highlighting key metrics and insights.
  • Ensure effective cash flow management practices are in place, optimizing liquidity and working capital.
  • Manage and prepare monthly, quarterly, and annual financial reporting for Family Office-owned entities and related assets (mainly residential real estate properties), quarterly covenant tests (if any), and monitoring compliance.
  • Lead finance, accounting, and tax reporting functions for a privately held, family-owned corporation, related entities & principal owners.
  • Collaborate with external partners, including auditors, tax

advisors, and property management firms, to enhance operational efficiencies and

optimize tax strategies.

  • Ownership of state/federal income tax returns, quarterly estimates, and year-end tax planning for the Family Office and related entities.
  • Review and reconcile investments, partnership interest, and intercompany transactions on a monthly/quarterly basis.
  • Assist with Special Projects or other requests.

Qualifications

  • Bachelor’s degree in finance, accounting or related field; CPA preferred
  • 10+ years’ relevant experience in family office environment with focus on real estate, liquid assets and alternative investments.
  • Proven track record of managing complex financial transactions and investment

portfolios.

  • Familiarity with Yardi Voyager software a plus.