VP Finance
Qualifications
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. A Master’s degree in Business Administration (MBA) or professional certification (e.g., CFA, CPA) is strongly preferred.
- Experience: Minimum of 8+ years’ experience in the ultra-high net worth investment environment (SFO, MFO, RIA, or wealth management).
- Investment Knowledge: Extensive knowledge of public equity investments and direct portfolio management for long-term growth.
- Leadership Skills: Proven leadership experience, with the ability to manage and develop a finance team effectively.
- Analytical Skills: Strong analytical and strategic thinking skills, with the ability to interpret complex financial data and provide actionable insights.
- Communication Skills: Excellent verbal and written communication skills, with the ability to present financial information clearly and concisely to senior management and stakeholders.
- Technical Proficiency: Proficiency in financial modeling, data analysis, and financial reporting tools. Advanced Excel skills and familiarity with financial software and ERP systems.
- Attention to Detail: High attention to detail and accuracy in financial analysis and reporting.
- Ethics and Integrity: Strong ethical standards and integrity, with a commitment to maintaining confidentiality and professionalism in all financial matters.
- Experience in a leadership role within a family office, wealth management firm, or similar environment.
- Demonstrated success in managing large and complex investment portfolios.
- Strong network and relationships within the financial industry.
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Seniority level
Executive -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Staffing and Recruiting
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