Director of Finance

Founded as a family business, our client is a distinguished investment firm that specializes in providing growth capital and strategic guidance to mid-market companies. With a legacy of trust and a commitment to long-term success, the firm leverages its extensive network and deep industry expertise to create value for its portfolio companies. Join them as they seek for a Director of Finance to add to their team!

Salary/Hourly Rate:

$150,000 – $200,000

Position Overview:

The Director of Finance will oversee all financial activities, including investment portfolio management, financial planning, accounting, and reporting. This individual will work closely with board members and advisors to ensure the family’s financial goals are met and sustained. The ideal Director of Finance candidate is a finance professional with a strong background in investment management, financial analysis, and accounting.

Responsibilities of the Director of Finance:

• Develop and implement investment strategies that align with the company’s financial goals and risk tolerance
• Monitor and evaluate the performance of existing investments and make recommendations for adjustments as needed
• Conduct thorough due diligence on potential investment opportunities
• Provide detailed financial analysis and forecasting to support decision-making processes
• Oversee the preparation of financial statements, ensuring accuracy and compliance with relevant regulations
• Manage the accounting functions, including budgeting, cash flow management, and financial transactions
• Coordinate with external auditors and tax advisors to ensure timely and accurate filings
• Ensure appropriate insurance coverage and other risk management strategies are in place
• Work with Controller on payroll and 401k administration as needed
• Maintain strong relationships with owners, advisors, and external partners

Qualifications for the Director of Finance:

• Minimum of 10 years of experience in finance, with at least 5 years in a high-net-worth family office or similar environment
• Strong knowledge of investment management, financial planning, and accounting principles
• Proven track record of managing complex financial portfolios and delivering strategic financial advice
• Excellent analytical, organizational, and communication skills
• High level of integrity, confidentiality, and professionalism
• Proficiency in financial software and tools

Education Requirements:

• Bachelor’s degree in Finance, Accounting, or a related field is required
• MBA or CPA is preferred

Benefits:

• Employer-sponsored health insurance
• 401(k) + match
• Generous paid time off

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO