The Vice President of Finance will serve as a financial leader within a privately held management company that provides investment management and administrative services to a multi-generational family, its investment entities, and a private charitable foundation.

This individual will oversee all financial, accounting, and reporting functions across the management company and related entities, ensuring accuracy, transparency, and compliance in all aspects of financial management. The ideal candidate is a hands-on, strategic finance professional who thrives in a dynamic, multi-entity environment and values discretion, integrity, and long-term stewardship.

This role will report directly to the President of the Management Company and will work closely with the General Counsel, external accounting firms, and financial advisors. The position does not include direct responsibility for investment decision-making but will require a strong understanding of investment structures, cash flows, and performance reporting.

Responsibilities:

Financial Management and Reporting

Oversee all accounting, bookkeeping, and monthly financial reporting for the management company, charitable foundation, family entities, and personal holdings
Prepare and review consolidated monthly, quarterly, and annual financial statements, cash flow forecasts, and management reports
Develop and monitor annual operating budgets for the management company, family entities, and personal budgets
Monitor financial performance versus budget; analyze variances and recommend adjustments
Manage cash flow forecasting, liquidity planning, and capital allocation across multiple entities and trusts
Track and reconcile capital calls, distributions, and partnership activity for investment entities and private funds

Compliance and External Relations

Partner with the General Counsel to ensure compliance with all federal, state, and local regulations across entity management, HR, and tax matters
Work closely with third-party advisors on financial management and planning
Coordinate with external accountants on annual audits, tax filings, and estimated payments, ensuring accuracy and timeliness across all entities
Partner with the General Counsel to manage relationships with external partners, auditors, tax advisors, banks, and insurance providers
Maintain comprehensive and organized records of all financial transactions, partnership documentation, and investment data

Investment and Partnership Oversight

Monitor financial reporting and cash activity across investment partnerships and entities managed by the Management Company
Review individual investment performance and ensure financial records align with third-party manager reports
Support portfolio and liquidity reporting for a diversified investment portfolio encompassing alternative, public, and cash investments
Assist with preparation of materials for family review of investment and financial performance (no direct investment decision-making)

Family, Foundation, and Operating Business Support

Oversee financial administration for the family’s charitable foundation, including cash management, grant disbursements, and audit coordination
Manage and report on non-investment family assets such as real estate, art, wine, and other personal holdings
Oversee administration of art collection, including maintaining database of historical information, insurance policies, location of collection, storage and movement
Provide financial support for a family member’s operating business, including P&L oversight, cash-flow tracking, and budget monitoring
Support personal financial matters for family members with professionalism and discretion

Qualifications

Bachelor’s degree in Accounting, Finance, Economics, or related field preferred
Minimum of 5-7 years of experience in financial management, accounting, or investment operations ideally within family office, investment entity or small to mid-sized businesses
Strong understanding of accounting principles, tax regulations, and ﬁnancial reporting standards
Demonstrated expertise in family office tax considerations
Excellent communication, interpersonal, and leadership skills with the ability to collaborate effectively with family members and external advisors
Analytical mindset with the ability to synthesize complex ﬁnancial data into actionable insights
Strategic mindset with a proactive approach to identifying opportunities and mitigating risks
Experience using QuickBooks, or other general ledger system, and eMoney preferred
Exceptional integrity, discretion, and judgment
High emotional intelligence and a strong sense of teamwork
Comfortable navigating ambiguity and operating as a self-starter
Proactive, polished, and professional demeanor

Key Success Metrics

Accurate and timely financial reporting across all family and trust entities
Effective cash management and liquidity forecasting
Reduction in administrative and financial management burden for the principal
Strong collaboration and communication with advisors, accountants, and family members
Implementation of scalable, efficient family office systems and processes

Job Type: Full-Time, In-Person; office located in New York City

Compensation: Annual salary range of $150,000–$200,000, based on experience and qualifications, with comprehensive benefits

Single Family Office

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Vice President Finance