CFO & Family Office Leader for Multi-Entity Portfolio

And Simple ApS; Philadelphia (Philadelphia County); On-site; USD 250,000 - 420,000; Full time

Benefits offered by this job

Discretionary bonus

Long-term incentive

Job summary

Agreus is appointing a Chief Financial Officer to run a sophisticated single-family office in the Greater Philadelphia region, on-site, reporting to the principal. The role leads a lean in-house team of about 13 and sits atop a multi-entity structure including operating companies, a real estate platform, an OCIO portfolio, trusts and a foundation.

Responsibilities include consolidated reporting, treasury, and a long-range cash flow model; tax planning and entity rationalisation; insurance and an

Qualifications

• CFO or senior finance leader with direct single-family office experience.
• Depth in tax, trusts, accounting, consolidation, treasury and investment reporting.

Responsibilities

• Lead the in-house team of ~13 and oversee day-to-day operations of the family office.
• Own consolidated reporting across trusts, companies, investments, real estate, aviation, marine and personal assets.
• Manage treasury and a 10-year cash flow model; oversee tax planning and compliance.
• Participate in the Investment Committee and oversee private platform operations.

Skills

Single-family office experience

Finance leadership

Cross-entity governance

Education

CPA

CFA

Job description

Agreus is appointing a Chief Financial Officer to run a sophisticated single-family office in the Greater Philadelphia region, on-site, reporting to the principal. The role leads a lean in-house team of about 13 and sits atop a multi-entity structure including operating companies, a real estate platform, an OCIO portfolio, trusts and a foundation.

Responsibilities include consolidated reporting, treasury, and a long-range cash flow model; tax planning and entity rationalisation; insurance and an