Director of Finance
13 days ago
Chicago
Job DescriptionPosition Summary: The Director of Finance will play a critical role in leading the finance function for a market‑leading family office membership organization by owning and elevating its core accounting and financial operations. This position involves hands‑on responsibility for the full close process and budgeting/forecasting, ensuring accuracy, discipline, and timely financial insight in a fast‑evolving environment. The successful candidate will work closely with a small, capable internal team (including a strong junior accountant) and report into an experienced, financially sophisticated board. This role demands strong technical accounting knowledge and the ability to build and maintain practical FP&A tools (including budgets, forecasts, and cash models) within a lean, entrepreneurial setting. The position is based in Chicago with a significant in‑office presence and offers an opportunity to take true ownership of the finance function, gain exposure to senior investors, and help shape the next chapter of a highly respected platform. Responsibilities: • Own the day-to-day accounting function for a ~40-employee membership services business, including overseeing the monthly close, general ledger, and preparation of accurate financial statements for the corporate entity., • Lead budgeting, forecasting, and basic FP&A activities, including cash and revenue budgets, and provide clear visibility into performance and cash needs., • Manage core cash management and treasury responsibilities, serving as the primary point person for cash movements, monitoring liquidity, and ensuring the business can meet its obligations., • Partner closely with the CEO, board, and senior leadership to provide timely financial insights to support firm decision-making., • Oversee and mentor a junior accounting team member who handles more routine tasks, ensuring high-quality work, clear processes, and appropriate controls while you focus on higher-value activities., • Deep knowledge of corporate accounting, including monthly closes, GAAP financials, and end‑to‑end ownership of the general ledger for a small to mid-sized operating company, • Proven experience building and managing budgets & forecasts, with the ability to translate operating drivers into clear financial projections, • Strong technical accounting foundation, ideally gained in public accounting (Big 4 or large firm) and/or an assistant controller/controller role in industry; CPA highly preferred, • Advanced Excel skills and comfort working with accounting/ERP systems, with the ability to design and improve reporting, models, and processes as the business evolves, • Hands-on, detail-oriented mindset with a track record of owning cash management, treasury activities, and day-to-day finance operations in a lean environment, • Clear and confident communicator who can partner closely with senior leadership and an engaged board, presenting financial results and insights with precision and poise, • 5 to 8 years of progressive experience in accounting and finance, ideally including time in Big Four or large public accounting and/or an assistant controller or similar corporate role, • Strong proficiency in corporate accounting, including owning the monthly close, preparing financial statements; experience with budgeting and forecasting (FP&A) for an operating business is a plus, • Advanced Excel skills with the ability develop annual budgets, forecast cash, and analyze revenue and expenses, • Solid understanding of US GAAP and internal controls; CPA preferred and strongly valued, • Demonstrated experience managing or overseeing cash, including day-to-day cash movements, bank reconciliations, and basic treasury responsibilities, • Proven ability to work in a lean environment, taking ownership of both hands-on controller-level work and higher-level financial analysis for a small to midsize company, • Excellent communication skills, including the ability to interact confidently with senior leadership, board-level stakeholders, and cross-functional peers, • Experience supervising or mentoring junior accounting staff, with a willingness to roll up your sleeves and support day-to-day accounting tasks as needed, • Willingness to work onsite in Chicago during regular business hours, with flexibility aligned to the needs of the business during key cycles such as month-end close and budget seasonWhat we offer, • A dynamic, high-visibility role within the preeminent membership network for family offices, offering direct exposure to sophisticated investors and board-level stakeholders., • Opportunity to work on-site in Chicago with the core FOX team, allowing for close collaboration with the CEO, current Director of Finance, and broader leadership., • A clear path for professional growth, with the potential to expand responsibilities over time and evolve the scope and title of the role., • A thoughtful transition period working alongside the current Director of Finance, ensuring strong knowledge transfer and support during onboarding., • Broad, hands-on exposure across both accounting and FP&A, including monthly close, budgeting, forecasting, and cash management, providing a valuable platform for career development. FOX offers a robust employee benefits plan, including: major medical, dental and vision care plans; basic and supplemental life insurance for employee and dependents; short and long-term disability options; 401(k) plan; Health Reimbursement Account; transportation and parking deduction option; generous vacation and holiday plan; and an on-site health club at Chicago headquarters. Family Office Exchange is an Equal Opportunity Employer. For more information, please click the following links: English | Español Powered by JazzHR iJImKUjjss