VP of Finance – Family Office

Location: Marietta, GA
Industry: Family Office / Holding Company / Diversified Investments
Company Size: Approximately $20 million in annual operating revenue
Salary: $220,000–$250,000 base plus potential incentive compensation

Position Overview

A successful entrepreneurial family office is seeking an experienced VP of Finance to provide financial leadership across a diversified portfolio of operating businesses, real estate holdings, and private investments.

The organization has an established accounting team responsible for day-to-day accounting activities. The VP of Finance will serve as the senior financial partner to family ownership, providing clear visibility into cash, business performance, investment activity, and future capital requirements.

This position requires a financial executive who can combine strong accounting oversight with forward-looking financial leadership. A primary focus will be understanding where cash is today, anticipating where it will be needed, and advising ownership on how capital can be protected and strategically deployed.

Key Responsibilities

• Lead cash management, treasury, liquidity planning, and short- and long-term cash-flow forecasting across multiple entities.

• Provide consolidated and entity-level financial reporting, forecasts, KPIs, and strategic analysis to family ownership.

• Oversee budgeting, financial planning, scenario modeling, and performance analysis across operating companies and investments.

• Advise ownership on capital allocation, financing decisions, real estate opportunities, acquisitions, and private investments.

• Evaluate prospective investments, including expected returns, cash requirements, financial risks, and long-term value.

• Support M&A activity, financial due diligence, transaction analysis, and financing arrangements.

• Provide leadership and oversight to the accounting and finance team while strengthening accountability and workflows.

• Ensure accurate financial reporting and improve accounting policies, internal controls, processes, systems, and reporting capabilities.

• Manage relationships with banks, outside CPAs, tax advisors, attorneys, investment professionals, and other external partners.

• Translate complex financial information into clear, practical recommendations for ownership and non-financial executives.

Qualifications

• Bachelor’s degree in Accounting and an active CPA designation.

• At least 10 years of progressive accounting and finance experience, including senior leadership as a VP of Finance, Director of Finance, Controller, or similar position.

• Significant cash management, treasury, liquidity planning, and cash-flow forecasting experience.

• Experience managing finance and accounting across multiple businesses, investments, or legal entities.

• Strong budgeting, forecasting, financial modeling, management reporting, and capital-allocation capabilities.

• Experience leading accounting and finance professionals and improving financial processes, controls, reporting, and ERP systems.

• Experience working directly with family ownership, entrepreneurial business leaders, or executive leadership teams.

• Real estate investment, private equity, private investment, M&A, or financial due diligence experience.

Ideal Candidate

The ideal candidate is a hands-on financial leader who can move comfortably between accounting oversight and strategic finance. This individual must understand the underlying financial information, ensure its reliability, and use it to help ownership make better decisions.

The successful candidate will bring strong executive presence, sound financial judgment, and the ability to communicate complex matters clearly. Family office, holding company, diversified business, private investment, and public accounting experience are particularly valuable.

Why Consider This Opportunity?

• Serve as a trusted financial advisor to family ownership.

• Gain broad exposure to operating businesses, real estate, acquisitions, and private investments.

• Influence major decisions involving liquidity, financing, investments, and capital deployment.

• Strengthen and professionalize an established family office finance function.

• Make a meaningful long-term impact on the family’s businesses, investments, and financial position.