CFO (Family Office)
Company: Jobot
Location: Irvine
Posted on: January 15, 2021
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Job Description:
This Jobot Job is hosted by: Scott Filbin Are you a fit? Easy
Apply now by clicking the "Apply" button and sending us your
resume. Salary: $300,000 - $400,000 per year A bit about us:
Seeking a Chief Financial Officer (CFO) to join an established,
growing family office to lead them in their next phase of growth.
The family office supports wide-ranging business, real estate and
family activities. They have an established real estate platform,
strong financial backing with a lot of capital ready to deploy and
they are positioned extremely well for the short and long term. Why
join us? Salary: $300K -$400K Bonus Expanding real estate family
office with a heavy investment in industrial, commercial and
multifamily real estate Very high net worth family with a lot of
capital to deploy Established real estate platform Low turnover
environment Newly created position due to growth Excellent
work/life balance Job Details RESPONSIBILITIES: Accounting & Cash
Management Enhance and implement financial and accounting systems,
processes, tools and control systems and ensure maintenance of
appropriate internal controls and financial procedures. Ensure
timeliness, accuracy and usefulness of financial and management
reporting. Ensure timely and accurate filing of all tax returns.
Serve as a key point of contact for external auditors; manage
preparation and support of all external audits. Ensure legal and
regulatory compliance regarding all financial functions. Review all
month-end closing activities including general ledger maintenance,
balance sheet reconciliations and cost allocations. Financial
Planning & Analysis Manage the annual budget process for all family
households and companies. Work with our family---s Investment
Committee to create an investment portfolio that optimizes returns
and risks by incorporating financial objectives, tax consequences
and time horizons. Ensure accurate inputs into the family---s
Investment Committee---s deliberations in managing overall passive
and active investment decisions. Align and engage outside money
managers and financial planners as appropriate. Streamline the
finances and provide transparency for all beneficiary members by
actively managing cash flow decisions and acting as custodian,
conscience, advisor and educator. Provide, maintain, measure, and
report on operating budgets for the organization and all affiliated
businesses. Lead the finance and accounting team to prepare and
maintain regular financial planning reports and forecasts at the
consolidated and entity level including sources and uses of cash
within and across entities. Complete analysis of financial results;
ensure implications are well-understood (strategic and tactical).
Support decision-making within the organization with practical and
rigorous analytics. Assist in financial and economic due diligence
of prospective private equity and venture deals. Assist
stakeholders/clients in the structuring of terms for new and
ongoing deals. Wealth Management, Tax Planning, Investment Strategy
& Stewardship, & Risk Management Drive efficient and effective
income and estate tax planning by partnering with accountants, tax
advisors and estate attorneys Manage and facilitate the design,
development, and implementation of the family---s evolving/future
overall portfolio strategy, with external advisors as needed.
Deliver a validated portfolio model. Work closely with the
family---s Investment Committee to help implement investment
policies and asset allocation models, analyze investment
opportunities, monitor investment performance, and oversee any
external investment managers or investment consultants. Deliver
sound investment, financial, risk management, and regulatory
expertise by sourcing, evaluating and developing productive
relationships with expert advisors. Manage the process to develop
and implement tax-efficient wealth transfer strategies, including
trust and entity design. Lead collaborative team with all entities
for whole-systems planning. Ensure liquidity planning and cash
management incorporating family---s Investment Committee decisions,
family needs and portfolio company requirements. Optimize risk
management strategies, including asset protection, insurance, and
investment oversight. ENTITY STANDARDS & OVERSIGHT: Support the
confidence of the family as investors. Ensure effective financial
planning and management, including budget preparation, cash flow
management and re-forecasting. Ensure appropriate, timely financial
compliance and reporting. Ensure compliance with relevant legal
requirements, regulations and minimum standards. Ensure appropriate
and necessary controls are in place and documented so as to pass
audit or inspection by any governing body. Develop and maintain
systems of internal controls to safeguard financial assets of the
organization and its designated affiliates including but not
limited to independent auditors and regulatory compliance review.
Ensure effective, efficient processes, systems, tools, and norms
related to use of financial information to enable high-performance
governance and management. Ensure timely and accurate disbursement
of funds. Client Service Provision Provide finance and accounting
services such as tax preparation, risk management, bill pay, and
payroll administration. Support financing and financial operations
related to residential holdings and acquisitions. Manage real
estate holdings. Plan and ensure attainment of short- and long-term
financial goals and support ventures in achievement of broader
strategic and operational goals Ensure all team members who
interact directly with client companies, bring an outstanding
customer service orientation and make our company a pleasure to
work with. REQUIREMENTS: 5 years of experience working for, or as
close advisor to, mid-size family-owned private companies. Minimum
of 10-15 years of experience in at least two of the following:
accounting, treasury, financial planning and analysis, compliance.
Client-facing experience at a professional services firm highly
desired. Broad experience or understanding of foundations, trusts
and estate various legal entities; S-Corporations, Partnerships,
Limited Liability Companies (LLC), Real Estate Partnership,
including tax and accounting for such entities. Bachelor---s degree
required. CPA strongly preferred. Proficient understanding of
accounting and tax principles a must. Experience managing a team
including hiring and performance management. Knowledge and Skills
Budgeting, fiscal management principles and procedures for
for-profit and nonprofit entities, or the ability to learn General
understanding of foundations, trusts and estate planning, or the
ability to learn Ability to understand the relationships among
various entities Proficiency with computers and relevant software
applications, e.g. ERP systems, other financial systems, Microsoft
Excel. Interested in hearing more? Easy Apply now by clicking the
"Apply" button.
Keywords: Jobot, Irvine , CFO (Family Office), Executive , Irvine, California
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