CFO - Family Office

East 57th Street Partners; Houston (TX); Remote; USD 150,000 - 170,000; Full time

Job summary

An established industry player is seeking a dynamic Vice President of Finance / CFO to lead financial strategy and operations within a prestigious family office. This role is pivotal in managing investments, ensuring compliance, and fostering strong relationships with stakeholders. The ideal candidate will possess extensive experience in complex financial environments and demonstrate exceptional analytical and communication skills. Join this innovative firm to play a vital role in preserving and growing wealth while aligning with the family’s long-term goals and values. This is a unique opportunity to make a significant impact in a high-trust environment.

Qualifications

• Extensive experience in senior financial leadership roles.
• Strong understanding of asset management and regulatory compliance.

Responsibilities

• Develop and execute financial strategies aligned with family objectives.
• Oversee budgeting, forecasting, and financial reporting.

Skills

Financial Strategy

Investment Management

Risk Management

Analytical Skills

Communication Skills

Education

Bachelor’s Degree in Finance

MBA

CPA

Job description

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Job Title: Vice President of Finance / Chief Financial Officer (CFO)

Location: Remote – Candidates must be local to the Houston, TX Metro Area

Company Overview

East 57th Street Partners is pleased to represent a prestigious family office based in the Houston, TX Metro Area. We are seeking a highly experienced Vice President of Finance / CFO to lead and manage the financial strategy, operations, and investment activities for this dynamic and sophisticated organization. This executive will play a critical role in preserving and growing the family’s wealth, while ensuring alignment with long-term goals and values.

Position Summary

The Vice President of Finance / CFO will oversee all financial and operational aspects of the family office. This includes strategic financial planning, investment oversight, risk management, and relationship management with banks, advisors, and other partners. The ideal candidate will bring deep experience in complex financial environments and a strong ability to advise and communicate with high-net-worth stakeholders.

Key Responsibilities

• Develop and execute comprehensive financial strategies aligned with the family's objectives
• Oversee financial operations including budgeting, forecasting, and financial reporting
• Manage asset allocation, monitor investment performance, and evaluate new opportunities
• Lead financial due diligence for direct and indirect investments and manage transaction processes
• Serve as the primary liaison with banks, investment partners, tax advisors, and other key stakeholders
• Ensure compliance with tax laws and financial regulations; lead tax planning and risk mitigation efforts
• Establish and maintain strong internal controls and governance processes
• Provide clear and timely financial updates to family members and decision-makers
• Foster a culture of financial stewardship, transparency, and operational excellence

Qualifications

• Extensive experience in a senior financial leadership role within a family office, private equity firm, or similar investment-focused organization
• Proven track record in financial strategy, investment management, and operational leadership
• Strong understanding of asset management, estate and tax planning, and regulatory compliance
• Exceptional analytical, organizational, and communication skills
• Comfortable operating in high-trust, discreet environments with high-net-worth individuals
• Bachelor’s degree in Finance, Accounting, or related field; MBA, CPA, or other advanced credentials preferred

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Business Consulting and Services and Venture Capital and Private Equity Principals

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