Finance Manager, Family Office

The Finance Manager (Deputy CFO) reports to the Chief Financial Officer, who also serves as a senior advisor to both the family office and a dynamic, New York-based venture capital fund under common family ownership — advising across business, financial, and tax matters for both structures. Because the family office and the VC Fund company carry significant financial overlap given their shared ownership, the CFO's remit runs across both, and the Deputy will support the CFO directly, effectively acting as an extension of the CFO's oversight day to day.

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The role is broader than day-to-day cash tracking. The Deputy will build and maintain a full picture of the family's capital position — cash on hand, outstanding capital commitments across investment vehicles, and available margin lines and credit facilities — monitor NAV across the family's underlying investment structures, and prepare budgets and forecasts to support planning This is a supporting role to the CFO, including coordinating with the overseas treasury and bill-pay team and acting as the link between the CFO and the wider finance teams across the VC fund company, the offshore team, and the European investment vehicle.
Core Responsibilities1.Capital & Cash Position Oversight)Maintain a daily, consolidated view of cash positions across the investment vehicle and personal structuresTrack and report daily inflows and outflows across relevant accountsFlag anomalies, shortfalls, or unusual activity promptly to the CFOMaintain a clear, current view of outstanding capital commitments — amounts committed, called, and still undrawn — across investment vehiclesTrack available margin lines and credit facilities, including current utilization and remaining headroomMonitor NAV across the family's underlying investment structuresPrepare and maintain budgets, incorporating anticipated capital calls, distributions, and known outflowsCoordinate with the offshore treasury team to source underlying transaction and balance data; review and validate their output rather than performing basic bill-pay/treasury processing directlyPrepare and maintain cashflow forecasts to support planning and identify upcoming funding needs2. Ad Hoc Tax & Project SupportSupport the CFO on tax and other special projects at the VC Fund as they ariseAssist with research, workpapers, and coordination with external advisors on discrete tax and finance mattersBe a resource to VC Fund COO and CFO, as needed3. Personal Investment & Family ReportingSupport reporting on personal investment holdings and transactions for family membersPrepare and maintain transaction records and summaries for family-related financial activityLiaise directly with family members and their other advisors as needed, under NDA4. Cross-Team CoordinationServe as a connecting point between the CFO and the wider finance team (offshore Finance, VC fund finance staff, external administrators and advisors)Rely on and direct data flow from the offshore team for cash and transaction inputsInteract professionally with bankers, administrators, and outside counsel/accountants as required5. Technology & Automation ImprovementsContinuously identify opportunities to improve, automate and standardize financial reporting, cash monitoring and information flows alongside the offshore team.Help implement and improve systems and processes across all teams.Use technology and automation to reduce manual reporting and reconciliation work – improve efficiency.
Qualifications3–6 years of relevant accounting/finance experienceCPA preferredExposure to personal/family office finance or a similar high-trust, high-confidentiality environment preferredComfortable working across multiple entities and, at times, multiple currencies/jurisdictionsStrong Excel and financial reporting skills; comfortable with treasury/cash reporting toolsHigh discretion and judgment — this role handles sensitive family financial informationPersonal AttributesStrong work ethic and a genuine self-starter — comfortable identifying what needs doing and driving it without close directionSkilled at managing up — able to anticipate the CFO's needs, flag issues proactively, and keep priorities organized on his behalfStrong technology know-how — comfortable adopting and working across financial reporting/treasury tools, and generally tech-forward in how they approach the roleStrong interpersonal and stakeholder-management skills - with the ability to obtain information and drive follow-up across internal teams and external advisors. xzbcwsv Professional and appropriately discreet when dealing with highly sensitive information.