VP Finance / CFO, Family Office

NYLON Search - Recruitment and Executive Search; New Jersey; On-site; USD 170,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Paid time off

Job summary

DealHub Ltd. seeks a tenured VP of Finance or CFO to build the financial infrastructure of its new family office in Rockland County, NY. This on-site role will establish centralized processes, controls and reporting across the portfolio.

The ideal candidate brings 10+ years in finance leadership across multiple sectors, with ERP/GAAP expertise and a proven track record in ROI analysis, consolidation reporting and M&A due diligence. Strong communication and entrepreneurial mindset are essential.

Qualifications

• 10+ years of accounting oversight in VP Finance, Head of Finance or CFO roles across mixed industries.
• Strong GAAP knowledge and accounting discipline.
• Experience with ROI analysis, acquisition analysis, profitability reporting and cash flow forecasting.
• Experience with consolidation reporting and investor reporting.

Responsibilities

• Build centralized financial processes, controls and reporting systems for the family office and wider group.
• Lead monthly financial reporting, including consolidated financial reporting and investor reports.
• Develop ROI analysis, acquisition analysis, profitability reporting and cash flow forecasting.
• Drive balance sheet, margin, cost and profitability analysis across portfolio companies.
• Lead ERP and finance systems implementation for the group.
• Strengthen FP&A and operational financial management for growth.

Skills

Excel proficiency

Analytical skills

Communication

Interpersonal skills

Entrepreneurial mindset

Professionalism

Education

Bachelor's degree in Accounting or Finance

Master's in Accounting, CPA, CMA or similar

Tools

ERP systems (NetSuite, Dynamics, SAP, Oracle, Sage Intacct)

Job description

$170K-210K + Full Company Benefits package (Health, Dental, Vision, 401k, PTO)

Onsite - Rockland County, NY

A dynamic Family Office with a diversified portfolio of companies across distribution, grocery, retail and real estate investment is seeking a tenured Vice President of Finance or Chief Financial Officer to build the financial infrastructure of its new family office in Rockland County. This VP Finance / CFO will establish centralized financial processes, controls and reporting systems for the family office, and implement robust financial controls and consolidated reporting capabilities across the entire portfolio of companies.

The ideal VP Finance or CFO brings 10+ years of financial and accounting leadership experience, ideally across two or more sectors such as distribution, grocery, retail or real estate. You will have a proven track record in company profitability reporting, return on investment (ROI) analysis, acquisition analysis, and family office or consolidated financial reporting. A strong mix of balance sheet management, FP&A, cash flow forecasting, ROI analysis, intercompany, GAAP, audit, M&A or due diligence experience are essential to succeed in this VP Finance / CFO role.

Reporting directly to the owner, the VP Finance / CFO will partner cross-functionally with Controllers, CFOs, operations and sales teams across the portfolio companies.

Key responsibilities include:

• Building centralized financial processes, financial controls and reporting systems for the family office and the wider group
• Leading monthly financial reporting, including consolidated financial reporting and investor reports
• Developing detailed ROI analysis, acquisition analysis, profitability reporting and cash flow forecasting
• Driving balance sheet, margin, cost and profitability analysis across all portfolio companies
• Leading ERP system initiatives and finance systems implementation for the group
• Strengthening FP&A and operational financial management to support the group’s long‑term growth trajectory

Requirements

• Bachelors in Accounting or Finance, or related discipline.
• Masters in Accounting, CPA, CMA, or similar is a plus.
• 10+ years accounting oversight in a VP Finance, Head of Finance or CFO role working with mixed industries - can include retail, industrial assets, distribution, manufacturing - with strong accounting discipline.
• Advanced proficiency in Microsoft Excel with excellent analytical skills.
• Knowledge of Netsuite or similar ERP systems (Dynamics, SAP, Oracle, Sage Intacct, etc.)
• Strong knowledge of GAAP/accounting theory.
• Clear communicator with ability to interact with associates, senior leaders and external parties.
• Strong communication and interpersonal skills with the ability to handle a high volume of responsibilities
• A desire to be innovative and entrepreneurial when approaching projects, tasks, and interactions.
• Consistently and continuously strive to provide a high‑level of internal and external professionalism.

This role is on-site in the Rockland County NY office, and well suited for someone looking to stay local and within a commutable distance in the Westchester, Bergen County areas or other NY / NJ commutable areas.

AN EQUAL OPPORTUNITIES EMPLOYER