Managing Director, Head of Finance Overview • The Managing Director, Head of Finance will lead strategic financial initiatives and oversee the finance function development. • Provide boutique, white-glove service while building institutional-caliber finance capabilities for the client organization. • Develop and implement processes, technology, and deliverables to support strategic financial priorities. • Lead transaction structuring, diligence, negotiation, and post-close integration efforts. • Oversee financial planning, including budgeting, forecasting, liquidity planning, and scenario analysis. • Ensure accurate and timely financial reporting across entities and service lines. • Introduce AI into finance workflows while maintaining quality, auditability, and confidentiality. • Build and manage a high-performing finance team to deliver exceptional client service. • Collaborate with cross-functional leadership to ensure compliance and alignment with firm priorities. Managing Director, Head of Finance Key Responsibilities & Duties • Lead strategic finance initiatives, including transaction leadership and financial planning activities. • Own financial reporting capabilities, ensuring transparency and decision-making support. • Oversee accounting operations, including bill pay, cash management, and monthly closes. • Implement and optimize finance technologies and workflows, including AI integration. • Develop and manage a high-performing finance team to deliver white-glove service. • Handle ad-hoc client requests with urgency, sensitivity, and strategic problem-solving. • Ensure compliance with laws and regulations as services and capabilities expand. • Collaborate across functions to align finance priorities with broader firm needs. • Build documentation, controls, and institutional knowledge to scale finance functions. Managing Director, Head of Finance Job Requirements • Bachelor’s degree in Finance, Accounting, or related field; CPA certification required. • 20+ years of relevant experience, including leadership roles in finance functions. • Experience in family office settings and professional services environments. • Proven track record in building and scaling finance organizations and operating models. • Expertise in financial reporting, cost allocation, and technology implementation. • Exceptional discretion and judgment in handling confidential information. • Preferred: MBA or advanced degree, and experience with non-profit accounting. • Strong communication and presentation skills, with a long-term strategic outlook. • Ability to lead transactions, including real estate and debt financings.