This is not a W2 CFO position…
We’re not your usual CFO firm: We’re a group of Entrepreneurial CFOs™ that provide long term CFO Services on a 1099 basis. We do this instead of working with one employer at a time. Our firm includes some of the best and most experienced CFOs in the US and we would like to invite you to consider joining our firm.
As a W2 CFO, you may have noticed the lack of job ...
The office supports the activities of a single family with several generations of family clients, including operating businesses and affiliated entities, trusts, foundations and nonprofit organizations. The Portfolio Accountant role will report to the Chief Financial Officer.
RESPONSIBILITIES: Daily monitoring of investment portfolio positions at multiple custodians, contact person for all custodian back office teams, perform daily cash reconciliations and position reconciliations to custodians ...
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