Overview • Lead financial strategy and operations for a dynamic organization with diverse portfolios and multi-entity structures. • Provide strategic financial insights to support decision-making and organizational growth. • Oversee compliance, reporting, and planning for complex financial structures across jurisdictions. • Collaborate with stakeholders to align financial strategies with organizational objectives. • Drive innovation and efficiency in financial operations to ensure sustainable growth. • Manage personnel operations, including payroll, benefits administration, and workforce planning. • Support evaluation of new investments and ensure accurate financial treatment. • Coordinate financial analytics and reporting to support strategic initiatives. Key Responsibilities & Duties • Oversee financial reporting, investment valuation, and cash flow management across diverse portfolios. • Coordinate tax compliance, projections, and planning for multi-entity structures. • Manage banking relationships, brokerage accounts, and investment-related transactions. • Supervise payroll processing, benefits administration, and personnel records management. • Oversee real estate financial reporting and provide property-level financial support. • Coordinate insurance management, including valuations and claims processing. • Administer trust distributions, family loans, and beneficiary correspondence. • Support strategic initiatives by providing financial analytics and insights. Job Requirements • CPA credential required; advanced tax degree preferred. • Minimum 15 years of experience in financial leadership; 20 years preferred. • Expertise in investment partnerships, securities, and real estate financial operations. • Proficiency in multi-entity reporting, including IRS K-1s and 1099s. • Strong financial modeling skills and advanced proficiency in Excel. • Strategic thinker with exceptional organizational and leadership capabilities. • Ability to manage complex workflows and seasonal demands effectively. • Commitment to ethical practices and fostering organizational success.