Director of Finance, Single Family Office

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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