CFO

Position: CFO Location: New York, NY (on-site 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, taxadvisors, and property management firms, to enhance operational efficiencies andoptimize tax strategies.•Ownership of statefederal 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 monthlyquarterly 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 investmentportfolios.•Familiarity with Yardi Voyager software a plus.

Created: 2025-02-17