Finance Director

$300,000 - $500,000/Yr

Arrow Search Partners - New York, NY

Full-time - Senior

New York, NY

Administrative and Support Services

About the position

The Finance Director will oversee all administration for the operations, accounting, and tax reporting functions of a prominent family office. This role involves collaborating with the CFO to develop financial strategies, managing financial operations, and ensuring accurate reporting and compliance with legal requirements.

Responsibilities

• Support the CFO with financial planning & analysis.
• Collaborate with CFO to develop and implement financial and tax planning strategies aligned with clients' objectives and risk tolerance.
• Prepare and present annual budgets, liquidity management, and account reconciliations.
• Prepare workpapers for state/federal income tax returns, quarterly estimates, and year-end tax planning for the family office and related entities.
• Manage all financial administrative operations including cash management and wire transfers across entities.
• Oversee entity insurance.
• Ensure accurate and timely monthly, quarterly, and annual financial reporting.

Requirements

• Bachelor's degree in accounting or finance required.
• CPA required.
• 8-15 years of experience with financial and tax planning.
• Previous experience at a family office preferred.
• Proficient in financial analysis, financial modeling, and portfolio planning.
• Knowledge of legal and regulatory requirements related to wealth management and private equity investments.