Chief Financial Officer - Single Family Office

Confidential; Boca Raton (FL); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading financial organization in Boca Raton is seeking a Chief Financial Officer to manage day-to-day accounting and investment operations. This hands-on role requires ownership over financial reporting, investment accounting, and tax coordination for a diverse portfolio of investments. Ideal candidates will have over 10 years of accounting experience and deep knowledge of investment accounting. Strong technical skills and CPA certification are preferred. Competitive compensation package offered.

Qualifications

• 10+ years of accounting experience, ideally in a family office, investment firm, or fund administration environment.
• Deep knowledge of investment accounting across private equity, hedge funds, real estate, and public markets.
• Experience reading and interpreting fund documents and subscription agreements.

Responsibilities

• Own all accounting and financial reporting for family entities.
• Track private investment activity: capital calls, distributions, waterfalls, and fees.
• Review fund documents and coordinate with external managers.

Skills

Strong technical accounting skills

Excellent Excel skills

Organizational skills

Resourcefulness

Education

CPA preferred

10+ years of accounting experience

Tools

General ledger systems

Portfolio systems

Job description

Chief Financial Officer - Single Family Office

A prominent Single Family Office is seeking a CFO to take ownership of day-to-day accounting and investment operations. This is a hands‑on, detail‑oriented role with direct responsibility for financial reporting, investment accounting, tax coordination, and systems implementation across a diverse portfolio that includes public and private investments, real estate, trusts, and international entities.

Responsibilities:

• Own all accounting and financial reporting for family entities (individuals, trusts, foundations, investment partnerships)
• Track private investment activity: capital calls, distributions, waterfalls, and fees
• Review fund documents, subscription agreements, and coordinate with external managers
• Manage cash flow, bill pay, and investment reconciliations
• Assist with tax planning and coordinate with external tax advisors
• Implement and manage a new financial reporting/accounting system
• Interface with custodians, banks, fund admins, attorneys, and tech vendors
• Support estate planning, charitable giving, and trust administration

Qualifications:

• 10+ years of accounting experience, ideally in a family office, investment firm, or fund administration environment
• Strong technical accounting skills; CPA preferred
• Deep knowledge of investment accounting across private equity, hedge funds, real estate, and public markets
• Experience reading and interpreting fund docs and subscription agreements
• Exposure to trust and estate structures; international investment experience is a plus
• Highly organized, resourceful, and comfortable working in a lean team
• Strong Excel skills and familiarity with general ledger/portfolio systems