Director of Finance, Single Family Office (Miami)
Career Group, Miami, FL, United States
Director of Finance, Single Family Office, MIAMI
A multi-billion-dollar single family office headquartered in Miami, investing globally across direct private investments, real estate, and operating businesses, alongside a diversified portfolio of liquid and alternative assets. The office supports the principal’s investment activities and personal enterprises through a lean, high-caliber team that prizes rigor, discretion, and ownership.
The Director of Finance will report directly to the CFO and own the day-to-day accounting, controllership, and financial reporting function across the platform.. The role is designed for a technically strong controller ready to operate at the director level — someone who can take primary ownership of numbers while partnering with the CFO on broader financial strategy and operational priorities. Controllership is the core of this seat; strategic contribution is its trajectory.
Core Duties Lead the monthly, quarterly, and annual close across all entities within the platform. Own the preparation and delivery of consolidated financial reporting to the CFO and principal. Ensure GAAP compliance and consistent application of accounting policy as the portfolio evolves. Oversee multi-entity consolidation spanning operating companies, real estate holdings, investment vehicles, and SPVs. Controls, Systems & Process Own the firm’s accounting systems infrastructure, including Sage Intacct, or lead migration if not yet in place. Design and maintain internal controls appropriate to a family office of significant scale and complexity. Drive continuous improvement in close cycle time, data integrity, and reporting workflows. Treasury & Liquidity Oversee cash positioning, intercompany movements, and liquidity management across entities. Partner with the CFO on short- and medium-term cash forecasting. Tax & Audit Coordination Serve as the primary point of contact for external tax advisors, auditors, and compliance counsel. Lead preparation of workpapers, audit support, and tax deliverables across the entity structure. Strategic Finance Partnership Partner with the CFO on budgeting, variance analysis, and performance reporting. Support investment tracking, capital deployment analysis, and ad hoc financial projects. Contribute to the design and scaling of the finance function as the platform grows. Qualifications 7-10 years of progressive accounting and finance experience, with demonstrated ownership of a close and consolidation process at a family office, investment firm, real estate platform, or PE-backed portfolio company. CPA required or strongly preferred; Big 4 or national firm foundation valued. Deep technical fluency in GAAP, multi-entity consolidation, and investment accounting. Experience with Sage Intacct or a comparable ERP; history of systems implementation or optimization a plus. Track record of operating with autonomy in lean, high-trust environments.
Location Full-time, in-person role based in Miami. Competitive compensation commensurate with experience.
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workgrades.com/home/candidate . Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
A multi-billion-dollar single family office headquartered in Miami, investing globally across direct private investments, real estate, and operating businesses, alongside a diversified portfolio of liquid and alternative assets. The office supports the principal’s investment activities and personal enterprises through a lean, high-caliber team that prizes rigor, discretion, and ownership.
The Director of Finance will report directly to the CFO and own the day-to-day accounting, controllership, and financial reporting function across the platform.. The role is designed for a technically strong controller ready to operate at the director level — someone who can take primary ownership of numbers while partnering with the CFO on broader financial strategy and operational priorities. Controllership is the core of this seat; strategic contribution is its trajectory.
Core Duties Lead the monthly, quarterly, and annual close across all entities within the platform. Own the preparation and delivery of consolidated financial reporting to the CFO and principal. Ensure GAAP compliance and consistent application of accounting policy as the portfolio evolves. Oversee multi-entity consolidation spanning operating companies, real estate holdings, investment vehicles, and SPVs. Controls, Systems & Process Own the firm’s accounting systems infrastructure, including Sage Intacct, or lead migration if not yet in place. Design and maintain internal controls appropriate to a family office of significant scale and complexity. Drive continuous improvement in close cycle time, data integrity, and reporting workflows. Treasury & Liquidity Oversee cash positioning, intercompany movements, and liquidity management across entities. Partner with the CFO on short- and medium-term cash forecasting. Tax & Audit Coordination Serve as the primary point of contact for external tax advisors, auditors, and compliance counsel. Lead preparation of workpapers, audit support, and tax deliverables across the entity structure. Strategic Finance Partnership Partner with the CFO on budgeting, variance analysis, and performance reporting. Support investment tracking, capital deployment analysis, and ad hoc financial projects. Contribute to the design and scaling of the finance function as the platform grows. Qualifications 7-10 years of progressive accounting and finance experience, with demonstrated ownership of a close and consolidation process at a family office, investment firm, real estate platform, or PE-backed portfolio company. CPA required or strongly preferred; Big 4 or national firm foundation valued. Deep technical fluency in GAAP, multi-entity consolidation, and investment accounting. Experience with Sage Intacct or a comparable ERP; history of systems implementation or optimization a plus. Track record of operating with autonomy in lean, high-trust environments.
Location Full-time, in-person role based in Miami. Competitive compensation commensurate with experience.
You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting
workgrades.com/home/candidate . Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.