SHR Talent is hiring a Chief Financial Officer (CFO) for one of our clients in Nashville, TN! Are you an experienced financial leader with a strong background in wealth management and family office environments? Our client is looking for a Chief Financial Officer (CFO) to oversee and manage all financial aspects of their family portfolio, including investments, trusts, real estate, and philanthropy.

As the Chief Financial Officer (CFO), you should possess high integrity, confidentiality, strong organizational skills, and will be detail-oriented and adaptable.

The Chief Financial Officer (CFO) opportunity offers a competitive salary commensurate with experience, performance-based bonus structure, comprehensive health, dental, and vision insurance, retirement savings plan with company match, generous paid time off and family-friendly policies, and professional development opportunities.

Responsibilities:

Develop and execute the family office’s financial strategy, including budgeting, forecasting, and long-term financial planning
Monitor and manage a diverse range of investments, collaborating with external advisors to assess performance and make recommendations
Identify and manage financial risks, ensuring appropriate insurance coverage and mitigation strategies are in place
Oversee accounting functions, including financial statements, audits, tax filings, and compliance with regulatory requirements
Develop tax strategies to optimize efficiency and ensure compliance with regulations
Manage cash flow and oversee banking relationships to ensure liquidity for expenses and investments
Collaborate with estate planning attorneys to develop and manage estate plans and trusts aligned with family goals
Oversee charitable initiatives and coordinate giving strategies with philanthropic advisors
Lead finance and accounting staff, fostering a collaborative and high-performance team culture

Qualifications:

Bachelor’s degree in Finance, Accounting, Economics, or related field
Master of Business Administration (MBA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) license, preferred
Minimum of 10 years in financial management, particularly in wealth management or family office settings, with prior experience as a Chief Financial Officer (CFO), or in a similar senior role
Strong knowledge of investment strategies and asset classes, in-depth understanding of tax and estate planning, and proficiency in financial reporting systems

If you're ready to take on a pivotal role in a dynamic family office environment, we encourage you to apply today and take the next step in your career as the Chief Financial Officer (CFO)!

SHR Talent jobs

Chief Financial Officer

Never Miss a New Opportunity