Personal CFO Job at Tandym Group
A financial advisory firm located in New York City is actively seeking an experienced and organized professional to join their staff as their new Personal CFO. In this role, the Personal CFO will be responsible for regular client communications as well as managing all aspects of the quality and timeliness of client deliverables.
Responsibilities
The Personal CFO will be responsible for:
Responsibilities
The Personal CFO will be responsible for:
- Providing ongoing strategic and operational leadership across a broad range of family office activities
- Offering a comprehensive view of the client’s (and family members’) personal and business affairs, often communicating through effective financial and management reporting Financial Management / Reporting
- Overseeing financial planning and analysis including development of both short-term and long-term budgets and projections
- Directing the planning and preparation of interim and annual financial statements, cash flow reports, budget to actual reports, and related materials
- Managing cash flows to support client activities, and ensuring cash distributions are processed timely and accurately
- Overseeing the bill paying process, including appropriate vendor background diligence
- Managing personal and business lines of credit and loans Human Resources
- Continually monitoring family member investment activities to ensure they are suitable to achieve objectives and consider risk tolerances
- Bachelor's degree
- 20+ years of experience in senior management / executive roles overseeing financial operations
- Broad knowledge of financial management, budgeting, accounting, tax, investment planning, estate planning and insurance
- Experience collaborating with diverse groups of stakeholders, including effective, articulate and persuasive communications, verbal and written, that can translate complex finance and operational matters in simple and accurate terms
- Excellent interpersonal and relationship management skills, including the ability to successfully engage client family members across generations and a range of personal and business interests, developing strong rapport and anticipating critical issues
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