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Title: Director of Finance and Administration
Reports to: Managing Director
Location: Stamford, CT
Hours/Schedule: Mon-Fri (on-site) but flexible with 1 day remote – certain times of the year (tax, audit, or special projects) may require 50 + hours of work or a little less.
Our client values work/life balance, and what matters most is that the work is being completed successfully with care/integrity.
About Our Client
Our client is a family office based in Stamford/Greenwich area. The firm manages the investment portfolio of a multi‑generational family with ties to Connecticut and out of State, and provides comprehensive family office services. In addition to portfolio and family office management, Century serves as the asset manager for the family’s hospitality and real estate businesses. They are a compact, entrepreneurial environment offering long‑term growth potential, the opportunity to work closely with principals, family members, and key advisors across multiple disciplines.
\nCompensation:Â 200-240K + bonus (25% of base comp. +/-)
Position Summary
The Financial & Accounting Manager is responsible for financial planning, accounting, and oversight of the family partnership and its related entities. This role manages treasury and cash flow, banking relationships, budgeting, tax and audit processes, employee/member benefits, and day‑to‑day administrative operations.
The ideal candidate brings strong technical expertise, excellent communication and interpersonal skills, and the ability to lead and develop junior team members. Experience evaluating, selecting, and implementing technology platforms (both for family office operations and operating companies) is highly valued. Integrity, professionalism, and comfort interacting directly with principals and advisors are essential.
Key Responsibilities
1. Financial Management
- Supervise daily accounting for the family office and its wholly owned entities
- Manage and forecast cash flow needs for all related entities
- Maintain and oversee banking relationships and financing arrangements
2. Financial Reporting & Budgeting
- Oversee preparation of monthly, quarterly, annual financial statements for family partnerships, trusts, individual members
- Lead the annual audit process for the operating business
- Ensure compliance with federal, state, local regulatory filings
- Prepare financial forecasts, analytical models, and reporting
- Develop the annual budget and cash forecast for the family partnership
- Support hospitality property teams in annual budgeting and CAPEX planning
- Collaboration on construction and special project budgets
3. Tax Planning and Review
- Coordinate preparation and review of tax information for compliance
- Support the in‑house controller with quarterly tax estimates
- Work directly with external accounting firms on tax planning and filing reviews
- Address tax notices and manage the audit process when necessary
- Collaborate with legal and accounting advisors on estate and legacy planning
- Coordinate business and asset valuations for tax and estate purposes
4. Additional Operational Responsibilities
- Manage insurance policies and renewals across LLCs and hospitality businesses
- Serve as fiduciary for the 401(k) plan and ensure full ERISA compliance
- Oversee administrative functions of two private foundations
- Manage financial/administrative aspects of partnership‑owned real estate, boats, equipment
- Coordinate formation and setup of new entities as needed
Qualifications
- Bachelor’s degree in accounting or finance required
- Minimum 10 years of experience in a family‑owned business, small business environment, or professional services firm
- CPA license is preferred
- Strong tax experience strongly preferred
- Excellent communication skills with high emotional intelligence (EQ)
- Proven leadership skills and experience managing staff
- Hands‑on, entrepreneurial mindset
- Willingness to travel occasionally (approximately quarterly)
Learn more about this Employer on their Career Site
