Services

Location: New York, NY
Salary: Open

Chief Financial Officer (CFO)
Family Investment Office / Diversified Investment Platform

Overview:
An established private investment office with significant holdings across real estate, venture capital, fixed income, and operating businesses is seeking a strategic and proactive Chief Financial Officer. This role is ideal for a forward-thinking financial leader with deep tax expertise, experience in family office environments, and a track record of optimizing investment structures and operations.

Key Responsibilities:

• Tax Strategy & Planning
  • Serve as the internal thought leader on all tax matters across the family office, operating businesses, and investment entities.
  • Deliver proactive, forward-looking tax advice, including entity structuring, transaction analysis, 1031 exchanges, and estate planning integration.
  • Identify and mitigate legacy tax inefficiencies while guiding new strategies with optimal structuring from day one.
• Investment Oversight & Structuring
  • Support investment structuring across a broad portfolio, including real estate promotes/splits, QOZs, venture capital, and fixed income strategies.
  • Collaborate with internal and external stakeholders to structure individual deals and ongoing investments to maximize after-tax returns.
  • Oversee and advise on direct investment strategies; assess implications of avoiding pooled vehicles.
• Family Office Advisory & Estate Planning
  • Shape and formalize the family office’s financial and governance infrastructure.
  • Collaborate on estate planning initiatives with legal and trust advisors, ensuring seamless integration with broader tax and investment strategy.
• Operational & Strategic Leadership
  • Provide strategic financial guidance to family members and leadership on performance optimization, cash flow planning, and long-term value creation.
  • Enhance reporting, internal controls, and operational systems across both legacy and emerging businesses.

Qualifications:

• CPA or advanced tax designation strongly preferred.
• 10–20 years of relevant experience, ideally including:
  • Senior leadership in a family office, private investment firm, or complex multi-entity environment.
  • Deep knowledge of real estate tax structures, 1031 exchanges, promotes, and private investment vehicles.
• Exceptional communication and leadership skills, with a collaborative and entrepreneurial mindset.
• Proven ability to operate with discretion, integrity, and long-term vision in a high-trust, private setting.

Ideal Candidate Will:

• Thrive in a role that blends tax strategy with operational oversight.
• Be hands-on and thoughtful — equally comfortable rolling up sleeves and advising at the strategic level.
• Help institutionalize best practices without introducing unnecessary bureaucracy.
• Build strong, trust-based relationships with principals and key stakeholders.

Please send resume to [email protected]

Location: New York, NY (Hybrid)
Salary: 150K+

Food/CPG company is looking for an experienced Controller to oversee accounting operations and treasury functions. Reporting to the CFO, this role plays a critical leadership role in ensuring accurate financial reporting, compliance with GAAP, and strong internal controls while supporting the broader financial strategy.

Responsibilities

• Prepare accurate financial statements in compliance with GAAP
• Oversee accounting functions: A/P, A/R, payroll, general ledger
• Manage cash flow and short-term treasury forecasts
• Lead trade spend and deductions analysis
• Develop and implement accounting policies and procedures
• Ensure compliance with tax laws and coordinate with tax advisors
• Manage external audits and implement internal control enhancements
• Ensure timely regulatory filings
• Assist with HR and administrative tasks including onboarding, insurance, and PEO management

Requirements

• Bachelor’s degree in Accounting or Finance; CPA required
• 8–10+ years of accounting leadership experience, preferably in CPG/food/beverage
• Strong knowledge of US GAAP and manufacturing cost accounting
• ERP system experience (NetSuite preferred) and advanced Excel
• Proven analytical and problem-solving abilities
• High attention to detail and financial integrity

Please send resume to [email protected]

Location: New York, NY
Salary: 150K+

A high-profile Construction Material Design and Supply Firm is seeking a Director of Finance to join their team.
The Director of Finance position is accountable for the accounting operations of the company, to include the production of timely periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company’s reported financial results, and ensure that reported results comply with generally accepted accounting principles.

Seeking a very hands on individual who has strong knowledge of NetSuite that is highly motivated to multi task in a fast paced environment. The person in this role must have excellent communication skills and very professional mannerisms dealing with all staff and clients.

Responsibilities:
• Manage Offshore team which provides transaction processing for AR, AP, GL and Project Management
• Oversee all Contract finalization as they relate to pricing, insurance requirements and approval process
• Daily bank reconciliations for two (2) business entities including cash flow report, cash management and 2 week look ahead of projected cash anticipated.
• Journal entries, month end closes and preparation of Financial statements for design firm -and- retailer along with analysis of financials with commentary on trends/variances to owners.
• Professional interactions with clients and vendors in both companies.
• Oversee Accounts Receivable (billing ) and assist team with weekly collections
• Work with Project Manager to post projections to the budget which is updated weekly.
• Maintain and updated the budget weekly to tie into the GL cash account.
• Preparation of monthly sales tax return, and quarterly Commercial Rent tax return
• Oversee entire A/P cycle (coding of AP bill, check processing, preparation of lien waivers to construction subs, reconcile vendor statements)
• Process monthly commissions to sales people
• Oversee payroll processing and journalize payroll
• Liaison with the outside accounting firm to assist with converting books from accrual to cash and provide information for the preparation of the tax return
• Liaison with insurance broker during annual renewal to complete applications and audits of workers comp and general liability policies
• Supporting staff with research
• Position reports directly to Principals
• Year end 1099 preparation
• Any special ad hoc projects in excel

Transactions
• Ensure that accounts payable are paid in a timely manner
• Ensure that accounts receivable are collected promptly
• Process payroll in a timely manner
• Ensure that monthly bank reconciliations are completed
• Maintain the chart of accounts
• Maintain an orderly accounting filing system
• Maintain a system of controls over accounting transactions

Reporting
• Issue timely and complete financial statements
• Coordinate the preparation of the corporate annual and interim reports
• Recommend benchmarks against which to measure the performance of company operations
• Calculate and issue financial and operating metrics
• Manage the production of the annual budget and forecasts
• Calculate variances from the budget and report significant issues to management
• Provide for a system of management cost reports

Qualifications:
• 8+ Years Corporate Accounting Experience
• MUST have experience in Construction industry along with WIP Reports and % of completion accounting
• Knowledge of NetSuite is a MUST
• Strong Excel skills (V-lookup and Pivot tables)
• CPA is preferred

Please send resume to [email protected]

Location: Brooklyn, NY
Salary: 250K+

The Chief Financial Officer (CFO) of a construction company plays a critical role in managing the financial operations and driving financial strategies to ensure the company’s growth, profitability, and overall financial health. The CFO oversees all financial activities, provides strategic financial guidance to the executive team, and ensures compliance with relevant regulations and accounting standards. The CFO will oversee and accounting and human resources staff of approximately 8 professionals including two managers (HR & Controller).

Key Responsibilities

Corporate Level Functions

• Participate in executive team alongside President, VP of Operations, General Superintendent and VP of Estimating
• Participating in company annual resets
• Evaluating strategic initiatives for 3 – 5 year time frame
• Evaluation potential partnerships/JV/M&As, due diligences, etc..
• Setting Annual initiatives
• Evaluating the company’s strengths and weaknesses
• Participating in Quarterly Planning
• Member of team of company managers to set quarterly priorities for the company
• Leading company priority cross dept. teams
• Accountability for key metrics of the business
• Lead IT functions in conjunction with an external outsource service provider

Financial Strategy and Planning:

• Develop and implement the company’s overall financial strategy, in alignment with the business objectives and long-term goals.
• Analyze financial data, market trends, and industry benchmarks to identify growth opportunities and risks.
• Collaborate with the executive team to develop annual budgets, forecasts, and financial models.
• Provide financial insights and recommendations to support decision-making and resource allocation.

Financial Management and Reporting:

• Oversee all financial operations, including accounting, budgeting, financial analysis, treasury, and tax functions.
• Ensure accurate and timely financial reporting, including the preparation of financial statements, management reports, and regulatory filings.
• Implement and maintain robust financial controls, policies, and procedures to safeguard company assets and ensure compliance with applicable laws and regulations.
• Monitor key financial metrics, analyze variances, and provide regular financial reports to the executive team and board of directors.
• Producing and maintaining the company’s financial WIP (work in progress) reports.
• Working with job cost department (operations) to monitor individual project financial performance, cash flow, cost at completion estimates as well as under/over billing anomalies.

Cash Flow Management and Capital Allocation:

• Manage cash flow and liquidity to support daily operations, investment initiatives, and debt obligations.
• Optimize working capital management, including accounts receivable, accounts payable, and inventory.
• Evaluate and recommend capital investments, acquisitions, and divestitures to maximize return on investment.
• Collaborate with banks, financial institutions, and other stakeholders to secure financing and manage relationships.

Risk Management and Compliance:

• Identify and mitigate financial and operational risks through effective risk management strategies.
• Ensure compliance with regulatory requirements, tax laws, and financial reporting standards.
• Coordinate audits and ensure timely completion of audit processes.
• Stay up-to-date with changes in accounting standards and industry best practices.
• Maintain corporate insurance program by working with brokers on renewing all insurance lines and actively managing all claims.
• Maintain corporate surety relationship with bonding partners to produce payment and performance bonds for clients as well as keeping the surety partner apprised of company financials.
• Coordinate with outside counsel on any ongoing litigations.

Team Leadership and Development:

• Build and lead a high-performing finance team, providing guidance, mentoring, and professional development opportunities.
• Foster a culture of accountability, integrity, and continuous improvement within the finance department.
• Collaborate with cross-functional teams to drive financial initiatives and provide financial expertise for strategic projects.

Family Office:

• Work alongside external consultants such as CPAs, Estate attorneys, and financial advisors to strategize financial and estate planning for tax efficiency.
• Manage the financial planning & accounting process for several real estate entities.
• Establish and maintain banking relationships for financing and re-financing of real estate.
• Coordinate with management companies, tenants, and attorneys, to ensure leases are in compliance.

Requirements

• Bachelor’s degree in finance, accounting, or a related field (MBA or advanced degree preferred).
• Certified Public Accountant (CPA) designation is highly desirable.
• Proven experience as a CFO or in a senior financial leadership role within the construction industry.
• Strong financial acumen and deep understanding of financial analysis, budgeting, forecasting, and financial modeling.
• Solid knowledge of accounting principles, tax regulations, and financial reporting standards.
• Experience in managing cash flow, working capital, and capital allocation.
• Excellent leadership and interpersonal skills with the ability to effectively communicate complex financial information to non-financial stakeholders.
• Strategic mindset with the ability to identify opportunities, assess risks, and make data-driven decisions.
• Strong analytical, problem-solving, and decision-making abilities.
• Proficient in financial software systems and advanced Microsoft Excel skills.
• High level of integrity, ethics, and professional judgment.

Please send resume to [email protected]