Chief Financial Officer (CFO)/Chief Operating Officer (COO) for a Private Equity Firm & Family Office in Atlanta, Georgia.
The ideal candidate will have 10-15 years of experience. This is a unique and well-position firm with a track record of success and growth. They are looking for a talented leader who can make this company a world-class organization and help take it to the next level!
Firm is seeking an experienced, highly skilled CFO/COO to oversee the financial and operational activities of a growing Private Equity Firm and Family Office. This role requires a versatile leader who can balance the rigorous demands of both managing investment portfolios and overseeing family wealth, business ventures, and philanthropic activities. The ideal candidate will have a strong background in financial management, private equity operations, and a deep understanding of family office functions, with the ability to navigate the intersection of business and personal financial goals.
Key Responsibilities:
Financial Leadership & Reporting (Private Equity & Family Office):
Oversee and manage the financial operations of both the private equity firm and the family office, ensuring financial transparency and accurate reporting.
Lead financial reporting for the firm's investors and the family office, ensuring that all parties are kept informed of performance across investments, wealth management, and operational functions.
Supervise the preparation of quarterly and annual financial statements, capital calls, distributions, and investor communications for both the firm and the family office.
Ensure compliance with regulatory requirements for the private equity fund(s) and the family office, working with auditors, legal, and tax advisors to ensure full compliance with tax laws and regulations.
Investment Strategy & Portfolio Management (Private Equity & Family Office):
Oversee the investment strategies for both the private equity firm and the family office, ensuring alignment with long-term goals, risk tolerance, and capital deployment.
Manage the private equity portfolio, overseeing the performance of portfolio companies, and collaborating with investment teams to optimize value creation.
Advise and collaborate with the family office on investment decisions, ensuring that family wealth is diversified across asset classes, including public and private investments, real estate, and alternative assets.
Provide detailed analysis, financial modeling, and ongoing reporting on both private equity investments and family office holdings to help guide decision-making.
Family Office Operations & Wealth Management:
Oversee the operational functions of the family office, managing its financial activities, including cash management, tax planning, wealth preservation strategies, and philanthropic efforts.
Develop and manage personalized financial plans for the family, including estate planning, succession planning, and tax strategies to ensure long-term preservation of wealth.
Work closely with the family's external advisors, including tax specialists, estate planners, and legal professionals, to provide seamless wealth management services.
Implement strategies to ensure family assets are properly protected, including risk management, insurance, and estate planning.
Facilitate the family's charitable giving and philanthropic initiatives, overseeing foundation activities and ensuring alignment with family values and goals.
Operational Oversight (Private Equity & Family Office):
Lead and manage the day-to-day operations of the private equity firm and family office, ensuring smooth functioning across all areas, from portfolio management to internal operations.
Optimize internal processes and systems to enhance efficiency, reduce costs, and improve the client experience for both the family and investors.
Oversee operational due diligence on potential investments and ensure that post-acquisition strategies are implemented effectively within portfolio companies.
Supervise internal teams, vendors, and third-party service providers to ensure high standards of service, compliance, and operational effectiveness.
Risk Management & Compliance (Private Equity & Family Office):
Develop and implement a comprehensive risk management framework for both the private equity firm and the family office, ensuring the protection of assets and alignment with strategic objectives.
Monitor, assess, and mitigate risks across investments, operations, and family wealth, ensuring that all entities adhere to relevant legal, regulatory, and tax requirements.
Work with external advisors and internal teams to ensure that both the private equity and family office entities are in compliance with applicable regulations (e.g., SEC regulations, AIFMD, IRS tax codes).
Investor Relations & Reporting (Private Equity):
Manage investor communications and reporting for the private equity fund, ensuring timely updates and transparency on fund performance, new opportunities, and any significant changes.
Foster strong relationships with existing and potential investors, providing them with relevant insights and detailed financial reports on investments and overall portfolio performance.
Assist in fundraising efforts, including preparing marketing materials, financial models, and presentations to attract new capital to the firm's funds.
Strategic Planning & Advisory (Private Equity & Family Office):
Partner with senior management and family members to define long-term strategic goals for both the private equity firm and the family office.
Develop business plans and financial strategies for the family office to ensure efficient management of the family's investments, wealth, and legacy.
Assist with family succession planning, providing advisory services on both business and personal financial matters, ensuring smooth transitions across generations.
Qualifications and Experience:
Education: Bachelor's degree in finance, accounting, economics, business administration, or a related field. An MBA, CPA, or CFA is highly preferred.
Experience: At least 10-15 years of experience in financial management and operations, with significant exposure to both private equity and family office environments.
Strong financial modeling, investment analysis, and portfolio management expertise.
Experience managing family office operations, including wealth management, estate planning, tax strategies, and philanthropy.
Proven ability to oversee and improve business operations in a private equity firm, working closely with senior management and investors.
Strong knowledge of relevant financial regulations and industry standards for private equity and family office functions.
Advanced proficiency in financial systems, reporting tools, and investment platforms.
Excellent interpersonal, leadership, and communication skills to work effectively with internal teams, investors, and family members.
Personal Attributes:
High level of integrity and trustworthiness, with a strong understanding of the sensitivity required in a family office environment.
Strong strategic thinker, capable of making critical decisions that balance both short-term operational efficiency and long-term wealth preservation.
Excellent relationship-building and leadership skills to collaborate across multiple stakeholders, including family members, investors, and portfolio company executives.
Ability to work independently and handle multiple priorities in a fast-paced, dynamic environment.
Compensation:
Competitive salary and bonus structure, commensurate with experience. Additional benefits include performance-based incentives, health and wellness plans, and professional development opportunities