We are seeking a highly skilled and experienced Director of Finance and Accounting to manage the financial affairs of our CEO/Owner. This role involves providing comprehensive financial management, planning, and advisory services to ensure the CEO/Owner's financial health and long-term stability.

Key Responsibilities:

• Financial Planning and Strategy: Develop and implement personalized financial strategies and plans to achieve the CEO/Owner's financial goals.
• Investment Management: Oversee and manage the CEO/Owner's investment portfolio, including evaluating opportunities, risks, and performance.
• Tax Planning and Compliance: Ensure timely and accurate tax planning, preparation, and filing in compliance with all relevant regulations.
• Budgeting and Forecasting: Create and manage detailed budgets and financial forecasts to track spending and savings.
• Risk Management: Identify and mitigate financial risks through strategic planning and investment diversification.
• Cash Flow Management: Monitor and manage cash flow to ensure liquidity and optimal allocation of funds.
• Estate Planning: Work with legal advisors to develop and maintain comprehensive estate plans.
• Financial Reporting: Prepare and present detailed financial reports, statements, and analyses to the CEO/Owner.
• Debt Management: Oversee and manage any personal debts, ensuring favorable terms and repayment plans.
• Philanthropy Management: Assist in managing charitable donations and philanthropic endeavors.
• Ad Hoc Projects: Handle special financial projects and tasks as needed.

Qualifications:

• Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or relevant advanced degree preferred.
• CPA, CFA, or equivalent certification highly desirable.
• Minimum of 7 years of experience in personal financial management, wealth management, or a related field.
• Strong knowledge of investment strategies, tax planning, and financial regulations.
• Exceptional analytical, organizational, and problem-solving skills.
• Excellent communication and interpersonal skills.
• High level of integrity and confidentiality.
• Proficiency in financial software and tools.

Why Join Us?

• Opportunity to work closely with a high-profile executive.
• Competitive salary and benefits package.
• Professional growth and development opportunities.
• A supportive and collaborative work environment.

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