Chief Financial Officer – Family Office, West Chester, Pennsylvania CLOSED

Chief Financial Officer – Family Office, West Chester, Pennsylvania

Our client is seeking a Chief Financial Officer (CFO) to join their family office located in Chester, Pennsylvania. Reporting directly to the founder, a respected and driven entrepreneur, this role requires the management and organization of services across business, non-profit, philanthropic, and family activities. The family takes a long-term view, focusing on both financial growth and the development of human capability.

Position Overview: The CFO will be a key member of the leadership team and work closely with the family and the Managing Partner of the family office. This individual will provide fiduciary oversight for a diverse portfolio of financial interests and be responsible for:

• Improving and overseeing core finance and accounting processes.
• Managing wealth, tax planning, and risk management.
• Supporting internal financial decision-making.
• Offering outstanding financial support to the family and its ventures.

Additionally, the CFO will ensure the effective administration of trusts and provide insight and counsel to corporate trustees. A small financial planning and analysis team will report directly to the CFO.

Key Responsibilities:

Accounting & Cash Management

• Enhance and implement financial systems, processes, tools, and internal controls.
• Ensure timely, accurate financial and management reporting.
• Oversee external audits and ensure legal and regulatory compliance.
• Review month-end closing activities, including general ledger maintenance and reconciliations.

Financial Planning & Analysis

• Manage the annual budget process for all family households and businesses.
• Work with the family’s Investment Committee to develop a portfolio strategy that optimizes returns, tax consequences, and financial objectives.
• Provide transparency to beneficiary members by managing cash flow decisions and advising on financial matters.
• Lead financial planning reports and forecasts at both consolidated and entity levels.
• Conduct financial analysis and due diligence on private equity and venture deals.

Wealth Management, Tax Planning, Investment Strategy & Risk Management

• Drive income and estate tax planning in partnership with accountants, tax advisors, and attorneys.
• Implement the family’s portfolio strategy and oversee investment policies and asset allocation.
• Manage external relationships with advisors, ensuring sound risk management and tax-efficient wealth transfer strategies.
• Ensure liquidity planning and cash management for family needs and portfolio requirements.

Entity Standards & Oversight

• Oversee financial planning and management across all entities, ensuring compliance with legal requirements and internal controls.
• Maintain systems of internal controls to safeguard financial assets.
• Lead efforts to ensure audit compliance and regulatory review readiness.
• Manage financial reporting processes and ensure timely disbursement of funds.

Client Services

• Provide services such as tax preparation, risk management, and payroll administration.
• Support financing and financial operations related to residential holdings and acquisitions.
• Plan and manage real estate holdings and support ventures in achieving strategic goals.

Qualifications:

Experience & Credentials

• 10-15 years of experience in accounting, financial planning, compliance, or treasury, with 5+ years working for or advising family-owned businesses.
• Experience with foundations, trusts, S-Corporations, Partnerships, LLCs, and Real Estate Partnerships.
• Bachelor’s degree required, CPA strongly preferred.
• Experience managing a team and leading performance management.

Knowledge & Skills

• Strong understanding of budgeting, fiscal management, and nonprofit financial principles.
• Ability to work across diverse legal entities and develop systems for internal control.
• Proficient in ERP systems, financial software, and Microsoft Excel.

This is an immediate hire opportunity for highly skilled candidates looking to support a dynamic family office. Local Philly candidates and candidates from neighboring states are encouraged to apply only. 

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