Senior Finance & Operations Leader — Family Office

And Simple ApS; San Francisco (CA); Vor Ort; USD 250.000 - 450.000; Vollzeit

Zusammenfassung

And Simple ApS seeks a Managing Director, Finance & Operations for a lean single family office led by a hands-on technology-entrepreneur Principal. The role is an individual-contributor position reporting to the Principal and Controller, bridging finance, operations and compliance in a privacy-focused environment.

Responsibilities include portfolio management with investment managers, aligning investments to estate-planning objectives, cash-flow forecasting, and coordinating with external

Qualifikationen

• Bachelor's degree in Finance, Economics or Business required.
• MBA preferred for leadership and expansion.

Aufgaben

• Portfolio management and coordination with investment managers.
• Alignment of investments with estate-planning objectives.
• Cash-flow forecasting.
• Bridging finance, operations and compliance functions.
• Working closely with external advisors and the Chief of Staff in a lean environment where scope is expected to expand.

Kenntnisse

Portfolio management

Cash-flow forecasting

Finance operations

Compliance

Stakeholder communication

Ausbildung

Bachelor's degree in Finance/Economics/Business

MBA preferred

Jobbeschreibung

And Simple ApS seeks a Managing Director, Finance & Operations for a lean single family office led by a hands-on technology-entrepreneur Principal. The role is an individual-contributor position reporting to the Principal and Controller, bridging finance, operations and compliance in a privacy-focused environment.

Responsibilities include portfolio management with investment managers, aligning investments to estate-planning objectives, cash-flow forecasting, and coordinating with external