Director of Finance

Position 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.
• Work hands-on in a lean, fast-paced environment—balancing controller-level responsibilities with finance and analytical work—and collaborate directly with experienced investors who set strategy and provide oversight.

Professional Experience and Requirements :

• 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
• Comfort operating in a fast-paced, change-oriented setting—bringing resilience, sound judgment, and a continuous-improvement mindset to a business in transition

Professional Attributes :

• 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 season

What 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.
• A culture that values rigor, accountability, and collaboration, with active engagement from experienced financial leaders and owners who are focused on improving the business and supporting top talent.

Working at Family Office Exchange (FOX) provides opportunities to interact with enterprise families, family office executives, and their trusted advisors. We are committed to providing our members with networking, continuous learning, and objective guidance. The team at FOX is dedicated to three key pillars for success: collaboration, innovation, and excellence.

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