Director of Finance
Director of Finance
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Job Description
Were thrilled to be supporting a BC based Family Office with their new Finance Leadership hire: The Director of Finance will serve as the strategic financial leader for the family office working directly with the Chairman and President to oversee all aspects of the familys financial operations wealth preservation and growth initiatives.
Primary Responsibilities:
Investment Management & Strategy:
Lead the development and execution of comprehensive investment strategies across multiple asset classes including public equities fixed income private equity real estate and alternative investments
Evaluate and select external investment managers and maintain ongoing oversight of their performance
Conduct thorough due diligence on investment opportunities and prepare detailed investment analyses and recommendations
Financial Planning & Analysis:
Develop and maintain sophisticated financial models and analytics to support strategic decisionmaking
Oversee cash flow management liquidity planning and capital allocation across the familys enterprises and investments
Create and present regular financial reports and performance metrics to family leadership
Tax Strategy & Planning:
Design and implement taxefficient structures for investments business operations and wealth transfer
Coordinate with external tax advisors to optimize annual tax planning and ensure compliance
Develop strategies for minimizing estate tax exposure while meeting wealth transfer objectives
Debt & Capital Structure:
Structure and negotiate debt facilities and financing arrangements
Manage banking relationships and oversee credit facilities
Develop innovative lending structures to support family investments and ventures
Risk Management:
Implement comprehensive risk management strategies across the familys portfolio
Monitor and manage exposure to market credit and operational risks
Ensure adequate insurance coverage and protection of family assets
Leadership & Administration:
Manage the family offices finance team and coordinate with external advisors
Develop and maintain policies procedures and controls for financial operations
Serve as a key strategic advisor to family leadership on all financial matters
Qualifications:
Education & Experience:
CFA and/or CPA designation highly valued
10 years of progressive finance experience with at least 8 years in family office private banking or Holdco structures.
Deep understanding of tax strategies estate planning and trust structures
Technical Skills:
Expert knowledge of investment management portfolio theory and risk management
Strong understanding of private equity real estate and alternative investments
Advanced financial modeling and analysis capabilities
Proficiency in investment management software and financial reporting systems
Personal Qualities:
Highest level of integrity and discretion in handling sensitive family matters
Spy willing to move from 10000 ft down to 10ft in a day as needs arise.
Willing to try new approaches and technologies and look for ways to increase efficiency.
Outstanding analytical and problemsolving abilities
Excellent communication skills and ability to present complex financial information clearly
Strategic mindset with attention to detail.
This position reports directly to the Chairman and President offering competitive compensation including base salary performance bonus and comprehensive benefits package commensurate with experience and qualifications.
Employment Type
Full Time
