VP of Finance - Family Office

Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page!

Family office investment group with 10+ entities and $100M+ AUM is seeking a VP of Finance with PE/VC/Family Office portfolio level experience

This Jobot Job is hosted by Tony Marasco

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $200,000 - $220,000 per year

Family office with major positions in 10+ entities across multiple industries, a large portfolio of additional investment positions, and a substantial charitable fund is seeking an VP of Finance to provide top level standardization and data analysis + presentation to ownership to help drive business decisions with existing and potential opportunities.

Are you a Director / VP of Finance with portfolio level financial responsibility open to an on site role in Rockland County, NY? If so, please continue to read as this role may be the one for you!

• Family office
• Large charitable contributions
• Enterprise level financial leader
• Comprehensive benefits package
• In office role aligning with executive on site schedule

The VP of Family Office Finance is the senior-most finance professional within the family office, responsible for overseeing all financial operations, reporting, and entity management across a portfolio of investments, including real estate and operating companies. While operating companies maintain their own internal finance teams, this role ensures top-level oversight, strategic alignment, and financial integrity across all family-controlled entities. A key component of this role is leveraging App Folio Investment Management or a similar platform to centralize data, streamline reporting, and maintain transparency across the portfolio.

The role is based in the Rockland County area.

• Maintain centralized oversight of all family investments, including real estate and operating companies.
• Track capital contributions, distributions, ownership percentages, and performance metrics.
• Build and maintain dashboards and reporting tools using App Folio Investment Management.
• Prepare quarterly and annual investment summaries for family stakeholders.
• Develop and deliver ad hoc executive summaries for family stakeholders as needed.
• Ensure reporting is timely, accurate, and tailored to decision-making needs.

• Manage banking relationships for all family-controlled entities.
• Oversee execution of capital calls, distributions, and wire transfers with speed and precision.
• Monitor cash positions and liquidity across entities and recommend capital movements as needed.

• Oversee accounting and bookkeeping for real estate and investment entities.
• Coordinate with external accountants for tax filings, K-1s, and audit support.
• Maintain entity records, ownership structures, and compliance documentation.
• Ensure accurate intercompany accounting and reconciliation across entities.

• Serve as the liaison between the family office and finance teams at operating companies.
• Review high-level financials, monitor performance, and ensure alignment with family office reporting standards.
• Support strategic financial decisions, including recapitalizations, exits, and reinvestments.

• Own the implementation, optimization, and ongoing use of App Folio Investment Management.
• Ensure data integrity, timely updates, and effective use of the platform for reporting and analysis.
• Integrate App Folio with other systems or tools as needed to support broader financial visibility.

• 10+ years of experience in finance, accounting, or investment operations, ideally within a family office, private equity, or real estate investment environment.
• Deep understanding of LP structures, entity-level accounting, and investment reporting.
• Strong command of App Folio Investment Management or similar platforms.
• CPA or CFA preferred but not required.
• High integrity, discretion, and responsiveness in handling sensitive financial matters.

Interested in hearing more? Easy…