CFO - Family Office
Company: VirtualVocations
Location: Vista
Posted on: May 10, 2025
|
|
|
Job Description:
A company is looking for a Vice President of Finance / Chief
Financial Officer (CFO).
Key Responsibilities
Develop and execute comprehensive financial strategies aligned with
the family's objectives
Oversee financial operations including budgeting, forecasting, and
financial reporting
Manage asset allocation, monitor investment performance, and
evaluate new opportunities
Qualifications
Extensive experience in a senior financial leadership role within a
family office or similar investment-focused organization
Proven track record in financial strategy, investment management,
and operational leadership
Strong understanding of asset management, estate and tax planning,
and regulatory compliance
Bachelor's degree in Finance, Accounting, or related field; MBA,
CPA, or other advanced credentials preferred
Keywords: VirtualVocations, Fullerton , CFO - Family Office, Executive , Vista, California
|
Click
here to apply!
|
