Managing Director Finance

Mahler Private Staffing; Irvine (CA); On-site; USD 900,000 - 1,200,000; Full time

Job summary

Mahler Private Staffing is seeking a Managing Director – Finance for a Family Office in Newport Beach, CA. This role involves co-leading the finance functions and requires a minimum of 7 years of experience in financial management. Candidates should possess a strong communication skill set, project management expertise, and a deep understanding of finance and accounting principles. The compensation range is $900,000 to $1,200,000 annually, with additional benefits included.

Qualifications

• Minimum of 7 years of experience in family office financial management or related role.
• Emotionally intelligent, highly skilled communicator and leader.
• Solid experience with strategic planning, budget preparation, cash flow planning.

Responsibilities

• Co-Lead the Family Office with direct responsibility for finance, accounting, and tax functions.
• Manage core finance and accounting, tax, bill payment, budget reporting.
• Prepare annual and long-term financial plans to support the family's assets.

Skills

Leadership

Communication

Project Management

Financial Systems

Analytical Skills

Education

Undergraduate degree

MBA

CFA

CPA

Job description

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Mahler Private Staffing provided pay range

This range is provided by Mahler Private Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$900,000.00/yr - $1,200,000.00/yr

Managing Director - Finance

We are seeking a Managing Director – Finance for a newly created Single-Family Office in Newport Beach, CA with a G1 founder. Family advisors and the newly established Family Office Board have determined now is the time to create a Single-Family Office, separate from their operating companies, to serve G1, G2, and future generations.

This role will co-lead the Family Office along with a second Managing Director - Operations, who is not yet in place, reporting directly to the G1 principal and founder and the Family Office Board. The family’s primary assets are operating companies that are independent of this office. The new office is currently being built out, this is an in-office role. The ideal candidate will be an experienced senior financial executive with strong leadership, communication, and project management skills along with technical finance, accounting, and tax proficiency. Ideally, this person lives within commuting distance of Newport Beach. Our client is prepared to offer a relocation package for the right person.

Experience/Qualifications:

• A minimum of 7 years of experience in family office financial management or related role.
• Undergraduate degree required. An MBA, CFA and/or CPA or related advanced degree is preferred. Big Four public accounting experience and experience working with active real estate investments a plus.
• Emotionally intelligent, highly skilled communicator, facilitator and leader with an executive skillset.
• Solid experience with strategic planning, budget preparation, cash flow planning and understanding of Federal & State tax laws (income, estate, gift, not-for-profit and business taxes).
• Disciplined and process oriented, strong organizational skills, strong project management, and excellent problem-solving skills.
• Solution-oriented with a high sense of urgency; strong analytical skills and expertise in financial systems and reporting combined with the ability to interpret data to provide information, advice and counsel, facilitate strategic planning and decision making.
• Long-term intent.

Key Responsibilities:

• Co-Lead the Family Office with direct responsibility for the finance, accounting, and tax functions.
• Provide vision, direction and leadership to the finance team and provide high quality, accurate and timely deliverables, analytical insight and perspective and build a culture based on accountability, integrity and excellence.
• Manage core finance and accounting, tax, bill payment, cost sharing, risk management, budgeting, reporting, financial forecasting/modeling, cash and liquidity management.
• Serve as a liaison with outside legal, tax and estate advisors, providing ongoing support for tax reporting and compliance, estate planning and trust administration.
• Provide strategic finance input and leadership on issues and initiatives impacting the various entities.
• Prepare annual and long-term financial plans to support the growth aspirations for the family’s assets and operating companies and ensure optimal allocation of capital; establish annual financial goals and monitor/analyze performance against these objectives utilizing industry metrics and competitive benchmarks.

Compensation:

An all-encompassing compensation package including a base salary and performance-based incentives may range from $900k - $1.2 million annually. A comprehensive benefits package will be included.

Please apply at www.mahlermatch.com for consideration;

Our Story:

Mahler Private Staffing works with America’s leading families to find experienced private domestic staffing professionals for their homes and family offices. We take a personalized approach and work to get to know our candidates as well as we know our clients, so we can make lasting, long-term placements.

Due to the overwhelming number of applicants, we regret that we are unable to provide individual responses. Rest assured that selected candidates will be personally contacted for further consideration. We would like to emphasize that there are no fees associated with the application process for applicants.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Staffing and Recruiting

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