Who We Are
The Carson Family Office (CFO) invests in Conscious Leaders with world-changing ideas. We focus our capital to elevate teams with big visions and the talent to execute. We structure our investments to deeply align values with incentives for impact.
Carson Family Office supports the Carson family in executing its philanthropic goals, managing its portfolio of assets, and organizing its estate for infinite impact.
We are made up of mission-aligned people who have one thing in common; purpose.
We believe success is about more than accumulation and that money is an exponential resource; we create space for conscious leaders to expand; we are an integrated team that leverages systems, policy and process; we take conscious control of the affairs of the family; and we simplify complexity, executing with discipline.
Who We Want
The Director of Finance will oversee the daily accounting and finance operations for the Carson Family Office, which oversees a diverse and unique set of business and personal family interests, providing critical operational and financial management support to help manage these business, personal and charitable interests.
This position will work collaboratively to help ensure all financial transactions, policies and procedures are consistent with the Family Office’s strategic plan, core values and guiding principles, including a “best in class” mindset. The Director of Finance should develop into a key trusted family advisor.
What To Expect
- This position is a “hands-on” financial role which will encompass a variety of disciplines, including: fund and general accounting, financial and investment reporting, financial and investment analysis, tax and special financial, estate planning or risk mitigation projects, human capital management, and information technology administration
- This position is responsible for the family office’s day-to-day accounting, financial analysis, investment and net worth reporting, and overall cash management
- This role will prepare and manage all accounting and reporting tasks for multiple financial and investment entities including annual budgets, financial statements, operational reports, investment analysis, and will work closely with executives on special projects
- Responsible for human capital management of the Family Office, including outsourced HR selection and management of payroll, benefits, and administration; hire, manage and mentor team members as needed
- Provide guidance and leadership for the information technology systems being used by the firm, ensuring the platform is designed and administered in a manner which is consistent with the stated goals and objectives
- Evaluate and periodically review insurance providers and policies to ensure that appropriate types and levels of coverage are in place
- Willingness and desire to build and scale infrastructure required to establish and operate a family office including accounting, valuation, reporting and customer service
- Evaluate, strengthen and review internal control policies, guidelines and procedures
- Critical tasks will include financial statement preparation in accordance with GAAP, valuation and ownership reports, reporting on operating metrics, bank reporting, cash management and cash flow forecasting and budgeting, tax planning, and asset reporting including investment performance reporting
- Compile and communicate needed information to outside tax, legal and audit relationships
- Aid principals in the oversight and administration of key financial matters, including investment portfolio file management, investment performance measurement, trust administration, capitalization charts, cash management and treasury functions, and insurance coverage
- Assist with such tasks as the coordination of personal property management and maintenance
- Prepare all compliance information required by banking institutions (W-9, W-8BEM, KYC, CRS etc.)
- Some responsibilities will fluctuate according to the current interests, needs, and investment focus of the family
What You Need
- Demonstrated expertise in technical accounting and financial reporting, with hands-on experience managing complex financial operations.
- Committed to maintaining exceptional accuracy and attention to detail while managing multiple priorities in a dynamic environment
- Self-starter with proven ability to drive process improvement through innovative problem-solving and proactive identification of operational efficiencies
- Demonstrated experience in complex investment management, including real estate, private equity, and venture capital portfolios
- Advanced proficiency in financial systems and tools, including NetSuite, Quickbooks, and Microsoft Office Suite, particularly Excel
- Committed to maintaining the highest standards of integrity, confidentiality, and professional discretion in handling sensitive information
- Exceptional analytical capabilities in identifying and interpreting complex numerical relationships and patterns across diverse financial datasets
- Demonstrated ability to communicate effectively with diverse stakeholders, including financial advisors, bankers, custodians, attorneys, CPA and members of the family
- Strong emotional intelligence and proven track record of building trust-based relationships with internal and external partner
- Comprehensive understanding of regulatory requirements for RIAs and brokerage industry firms
- Committed to fostering a transparent and collaborative environment while maintaining clear accountability for deliverables
- Demonstrated facility in building confidence and trust through approachable, respectful interactions and reliable handling of complex financial matters
Preferred Education and Experience
- Bachelor’s degree in business finance or accounting; master’s degree preferred, CPA a plus
- Minimum of 7 years of accounting and financial reporting experience
- Experience in a family office preferred; experience in wealth management, investment company or fund, or business serving high-net worth clients will also be considered
- Strong technical accounting experience in a multi-entity or investment company environment, with the ability to aggregate, translate and report on financial information
- Strong tax literacy with a focus on individual, partnership and pass through entity structures
- Proven ability to support a broad range of other accounting and operational duties including human capital management, insurance and technology administration
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson Family Office strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
