Private Equity-Focused Family Office CFO

Confidential Family Office; New York (NY); On-site; USD 350,000 - 600,000; Full time

Job summary

Confidential Family Office in New York seeks a CFO to serve as the principal's senior financial executive and strategic partner, overseeing accounting, treasury, reporting, and investment operations in a PE-oriented structure.

This role connects investment activities with financial infrastructure, driving multi-entity consolidation, capital calls, liquidity planning, and strategic balance-sheet management.

Qualifications

• 10+ years of progressive finance leadership experience with meaningful exposure to private equity.
• Strong knowledge of fund structures, capital calls/distributions, carried interest, and direct/co-investment deal flow.
• Experience with multi-entity consolidated reporting across LPs, LLCs, and holding company structures.

Responsibilities

• Financial Oversight & Reporting: Own consolidated financial reporting across investment entities, holding companies, and personal balance sheet.
• Private Equity & Direct Investment Support: Track capital calls, distributions, and carried interest; support due diligence and financial modeling.
• Treasury & Liquidity Management: Manage cash flow forecasting and liquidity planning across a complex asset base.
• Entity & Structure Management: Oversee accounting across LPs, LLCs, trusts, and holding structures.
• Tax & Estate Coordination: Partner with tax counsel on tax planning and K-1 coordination.
• Investment Operations: Build systems for commitments, unfunded liabilities, and portfolio reporting.
• Team & Advisor Management: Lead internal staff and manage external administrators and advisors.
• Strategic Advisory: Advise principal on investments, capital allocation, and balance sheet strategy.

Skills

Financial leadership

Private equity familiarity

Strategic advisory

Team management

Relationship management

Job description

Confidential Family Office in New York seeks a CFO to serve as the principal's senior financial executive and strategic partner, overseeing accounting, treasury, reporting, and investment operations in a PE-oriented structure.

This role connects investment activities with financial infrastructure, driving multi-entity consolidation, capital calls, liquidity planning, and strategic balance-sheet management.