Director of Finance

Job title:

Director of Finance

Company

Align

Job description

We’re thrilled to be supporting a BC based Family Office with their new Finance Leadership hire: The Director of Finance will serve as the strategic financial leader for the family office, working directly with the Chairman and President to oversee all aspects of the family’s financial operations, wealth preservation, and growth initiatives.Role is open to Victoria or Vancouver based candidatesPrimary Responsibilities:Investment Management & Strategy:– Lead the development and execution of comprehensive investment strategies across multiple asset classes, including public equities, fixed income, private equity, real estate, and alternative investments
– Evaluate and select external investment managers and maintain ongoing oversight of their performance
– Conduct thorough due diligence on investment opportunities and prepare detailed investment analyses and recommendationsFinancial Planning & Analysis:– Develop and maintain sophisticated financial models and analytics to support strategic decision-making
– Oversee cash flow management, liquidity planning, and capital allocation across the family’s enterprises and investments
– Create and present regular financial reports and performance metrics to family leadershipTax Strategy & Planning:– Design and implement tax-efficient structures for investments, business operations, and wealth transfer
– Coordinate with external tax advisors to optimize annual tax planning and ensure compliance
– Develop strategies for minimizing estate tax exposure while meeting wealth transfer objectivesDebt & Capital Structure:– Structure and negotiate debt facilities and financing arrangements
– Manage banking relationships and oversee credit facilities
– Develop innovative lending structures to support family investments and venturesRisk Management:– Implement comprehensive risk management strategies across the family’s portfolio
– Monitor and manage exposure to market, credit, and operational risks
– Ensure adequate insurance coverage and protection of family assetsLeadership & Administration:– Manage the family office’s finance team and coordinate with external advisors
– Develop and maintain policies, procedures, and controls for financial operations
– Serve as a key strategic advisor to family leadership on all financial mattersQualifications:Education & Experience:
– CFA and/or CPA designation highly valued
– 10+ years of progressive finance experience, with at least 5 years in family office, private banking, or Holdco structures.
– Deep understanding of tax strategies, estate planning, and trust structuresTechnical Skills:– Expert knowledge of investment management, portfolio theory, and risk management
– Strong understanding of private equity, real estate, and alternative investments
– Advanced financial modeling and analysis capabilities
– Proficiency in investment management software and financial reporting systemsPersonal Qualities:– Highest level of integrity and discretion in handling sensitive family matters
– Scrappy, willing to move from 10,000 ft down to 10ft in a day, as needs arise.
– Willing to try new approaches and technologies and look for ways to increase efficiency.
– Outstanding analytical and problem-solving abilities
– Excellent communication skills and ability to present complex financial information clearly
– Strategic mindset with attention to detail.This position reports directly to the Chairman and President, offering competitive compensation including base salary, performance bonus, and comprehensive benefits package commensurate with experience and qualifications.

Expected salary

Location

Vancouver, BC

Job date

Wed, 15 Jan 2025 23:01:41 GMT

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