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San Francisco, CA Full Time Posted by: Robert Half International Posted: Tuesday, 23 February 2021

Reporting to the Principal, we are seeking an enthusiastic, hyper-detail oriented, and diligent finance executive to support, grow and develop the daily finance and accounting functions for this Family Office based in the Bay Area. As a member of the leadership team, the CFO-FO will be an advisor to the Principal, evaluating and assisting with the family's financial plans, budgeting and economic modeling. The CFO-FO will be responsible for overseeing all fiscal responsibilities along with compliance for the organization.

Primary responsibilities include:

Establishes and manages the overall finance strategy for the office, including the building of a lean team in time, 1-2 direct reports expected.
Assesses the financial performance against budget and forecasts the offices long-term strategy, monitoring expenditures and cash flow.
Ensures and oversees accounting and investment reporting systems to provide timely and accurate financial reporting.
Forecasts and manages tax liabilities, co-preparing tax forms with support of outside tax firm and executing tax payments.
Oversees and implements long term portfolio management strategy with support of external firms
Reviews, approves, and executes estate planning work with support from outside law firm and vendor.
Oversees the family foundation and associated compliance and tax compliance measures.
Maintains internal control safeguards and identifies and manages financial and operational risks to ensure appropriate controls and insurance policies are in place.


Advanced degree in business management strongly preferred, or advanced credential like CPA preferred.
8-12 years of experience in senior Finance role.
Tech-savvy with knowledge of both current and evolving technology platforms.
Up-to date knowledge of financial, accounting, risk principles and tax issues.
Personal qualities of entrepreneurship, honesty, integrity, credibility, professionalism, and dedication.

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a Full time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's Most Admired Companies every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

San Francisco, CA, United States of America
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2/23/2021 5:16:42 PM

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