VP/Director of Finance

Robert Half • Crowley, TX • 4h ago

Description

We are looking for an accomplished and discreet financial leader to join a private family office in Fort Worth, Texas. This senior-level role involves overseeing the comprehensive financial affairs of a multigenerational family, including investments, real estate, and coordination with external advisors. The ideal candidate will demonstrate integrity, professionalism, and the ability to support philanthropic initiatives alongside financial operations.

Responsibilities:

Direct the management of personal financial affairs for the principal and their immediate family.

Supervise budgeting, forecasting, cash flow, and detailed financial reporting processes.

Consolidate financial statements and net worth reports to provide clear insights.

Evaluate and recommend private and public investment opportunities, conducting thorough due diligence.

Track investment performance and provide strategic recommendations to enhance financial outcomes.

Oversee residential and investment real estate portfolios, including vendor relations and capital improvements.

Ensure compliance with insurance, tax regulations, and property documentation.

Coordinate with legal, tax, and accounting advisors to ensure seamless financial operations.

Assist with charitable giving and philanthropic efforts, both domestically and internationally.

Provide operational and financial support to family members, including logistical assistance when needed.

Requirements - Minimum of 10-15 years of experience in senior finance roles, ideally within family offices or private wealth management.

Expertise in managing complex personal finances for high-net-worth individuals or families.

Strong analytical skills in investment analysis, portfolio management, and due diligence.

Knowledge of real estate management, private equity, and multi-asset class investing.

Comprehensive understanding of tax planning, estate structures, and intergenerational wealth strategies.

Proven ability to manage vendors, negotiate contracts, and oversee financial operations.

Bachelor's degree required; advanced certifications in finance or related fields preferred.

Exceptional discretion, professionalism, and ability to navigate sensitive family dynamics.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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