Managing Director, Head of Finance

About the Company: Boutique family office delivering white-glove, institutionally focused financial services Industry Financial Services Type Privately HeldAbout the RoleThe Company is seeking a Managing Director, Head of Finance to lead strategic financial initiatives and build a scalable finance function. Responsibilities include leading transaction structuring, diligence, negotiation, and post-close integration, as well as overseeing budgeting, forecasting, liquidity planning, and scenario analysis. The role also owns financial reporting and accounting operations, including cash management, bill pay, and monthly closes. The successful candidate will implement finance technologies and workflows, including AI, build and lead a high-performing team, and establish controls and processes that support compliance and informed decision-making. Candidates must have a bachelor’s degree in finance, accounting, or a related field and an active CPA certification, along with 20 or more years of relevant experience, including finance leadership. Experience in family office and professional services environments, and a track record of building and scaling finance organizations, are required. Strong expertise in financial reporting, cost allocation, and technology implementation is essential, as are discretion, sound judgment, and excellent communication and presentation skills. An MBA or other advanced degree, nonprofit accounting experience, and experience leading real estate or debt financing transactions are preferred. Functions Finance