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Director of Finance
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- We offer a flexible, hybrid environment, and typically spend Monday, Wednesday, and Thursday in the office, which is in Pinecrest, a recently built mixed-use development with upscale shops and restaurants near Beachwood, OH. In this role, you will also work remotely on occasion in person with our teammates in Brooklyn, NY. You would be joining us at an exciting time as we are evolving our organizational infrastructure, investing in our people and systems, and preparing for future growth.
- Ensure liquidity planning and cash management incorporating familys investment decisions, family needs, and portfolio company requirements.
- Serve as a translator of complex concepts for family members regarding financial planning, education, and implementation (e.g., cash management, developing business plans, trust distributions, banking, budgeting, etc.)
- Implement, and oversee financial and accounting systems (we are currently midstream in process of converting to Sage Intacct), processes and control systems, and ensure maintenance of appropriate internal controls and financial procedures for trusts and entities.
- Manage and protect manage assets and interests by managing partner relationships, vendors, and other third-party interactions, bringing external advisors and experts to support investment and financial activities on an as needed basis.
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