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Kerry Consulting partners with a private family office to recruit a seasoned finance and operations leader. The role supports the Principal across strategic financial management, investment operations, and business execution, leading end-to-end finance and coordinating across entities.
The successful candidate will manage budgeting, FP&A, reporting, and cash flow, ensure compliance, and drive critical strategic initiatives, including potential corporate turnarounds or restructurings.
We are partnering with a privately held family office to hire a seasoned finance and operations professional to take on a broad, high-impact role supporting the Principal across strategic financial management, investment operations, and business execution.
This role will lead the end-to-end finance function, including budgeting, financial planning, reporting, and investment tracking across multiple entities. The individual will be responsible for managing day-to-day accounting operations, payments, reconciliations, and cash flow, while ensuring compliance across jurisdictions by working closely with external auditors, accountants, tax advisors, and legal counsel.
Beyond finance, the successful candidate will play a critical role in supporting strategic initiatives and special projects - such as new business ventures, corporate turnarounds, or restructurings - coordinating internal and external stakeholders to drive outcomes. They will also oversee the smooth running of the family office's operations, manage confidential documents, liaise with banks and service providers, and maintain systems and processes that support efficiency and resilience.
We are looking for someone with at least 12 years of experience, ideally in a family office, private investment firm, fund management, or boutique advisory environment. The ideal candidate is highly analytical, discreet, resourceful, and able to manage complex financial and operational matters independently. A strong sense of ownership, excellent communication skills, and comfort working in a lean, agile setup are key to success in this role.
License No: 16S8060
Registration No: R1113423