Our client is looking for a Chief Financial Officer (CFO) to oversee and streamline financial operations for a family-owned organization based in the Morristown, New Jersey area. This role involves establishing a family office to manage diverse assets, including investments, manufacturing sites, and real estate properties. The ideal candidate will bring expertise in strategic financial leadership and investment management, while fostering collaboration with operational teams across various business units. Salary is 225,000 - 250,000. Benefits include medical, dental, and vision insurance, 401k, and PTO. Responsibilities:• Develop and implement a family office structure to manage a portfolio of assets worth approximately $300 million.• Oversee financial reporting and ensure accurate data flow from controllers and senior controllers across the organization.• Provide strategic direction for investment strategies and asset management to maximize returns.• Collaborate with operational leaders to align financial goals with business objectives across manufacturing, distribution, and retail.• Drive financial planning processes, including budgeting, cash flow analysis, and forecasting.• Monitor and evaluate capital expenditures, ensuring alignment with organizational priorities.• Facilitate periodic travel to operational sites, including manufacturing plants, to maintain effective oversight.• Ensure compliance with accounting standards and regulatory requirements across all business entities.• Identify opportunities for process improvement and lead software implementation projects.• Represent the organization in high-level financial discussions and negotiations with stakeholders.

• Proven experience in financial leadership roles, preferably within investment management or family office settings. • Strong understanding of food and beverage, distribution, retail, or manufacturing industries. • Expertise in accounting software systems, CRM platforms, and financial tools. • Solid knowledge of auditing practices, budgeting processes, and capital management. • Ability to analyze cash flow and provide actionable insights to improve financial performance. • Experience with software implementation projects is highly desirable. • Willingness to travel periodically to operational sites as needed. • Exceptional communication and interpersonal skills to collaborate effectively with diverse teams.

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Morristown, NJ
onsite
Permanent
225000.00 - 250000.00 USD / Yearly
Our client is looking for a Chief Financial Officer (CFO) to oversee and streamline financial operations for a family-owned organization based in the Morristown, New Jersey area. This role involves establishing a family office to manage diverse assets, including investments, manufacturing sites, and real estate properties. The ideal candidate will bring expertise in strategic financial leadership and investment management, while fostering collaboration with operational teams across various business units. Salary is 225,000 - 250,000. Benefits include medical, dental, and vision insurance, 401k, and PTO. Responsibilities:• Develop and implement a family office structure to manage a portfolio of assets worth approximately $300 million.• Oversee financial reporting and ensure accurate data flow from controllers and senior controllers across the organization.• Provide strategic direction for investment strategies and asset management to maximize returns.• Collaborate with operational leaders to align financial goals with business objectives across manufacturing, distribution, and retail.• Drive financial planning processes, including budgeting, cash flow analysis, and forecasting.• Monitor and evaluate capital expenditures, ensuring alignment with organizational priorities.• Facilitate periodic travel to operational sites, including manufacturing plants, to maintain effective oversight.• Ensure compliance with accounting standards and regulatory requirements across all business entities.• Identify opportunities for process improvement and lead software implementation projects.• Represent the organization in high-level financial discussions and negotiations with stakeholders.
2025-12-09T14:23:46Z