Reports to: CEO and other Family Members

Overview: Sage Hill Investors is a single family private office in Chattanooga, TN. (sagehillinvestors.com). The Chief Financial Officer (CFO) of our family office plays a pivotal role in managing the financial health and strategy of the family’s wealth and investments. The ideal candidate will bring extensive experience in accounting and financial management with a good understanding of the unique dynamics and needs of Family Offices. This role involves overseeing financial accounting, reporting and cash flow management while ensuring the family’s wealth is managed in alignment with their goals and values.

Key Responsibilities: 

Financial Reporting and Compliance:

● Ensure accurate and timely financial reporting, including preparation of financial statements and performance reports for multiple entities including trusts and foundations.

● Oversee preparation of key calculations including the profits allocation, internal rate of return and investment commitments.

● Implement and oversee financial controls and risk management practices.

● Maintain compliance with all regulatory requirements and tax obligations.

● Oversee the process of providing financial information to outside tax advisors for timely preparation of all tax filings.

Financial Strategy and Planning:

● Provide insightful analysis and advice on financial planning, investment opportunities and risk management.

● Oversee the preparation and monitoring of annual budgets, forecasts and financial plans.

Cash Flow and Liquidity Management:

● Manage the family’s cash flow and liquidity to ensure adequate resources for operational needs and investment opportunities.

● Oversee banking relationships and optimize capital structure and cash management.

Investment Management:

● Coordinate completion and maintenance of all investment-related documents.

● Assist in-house investment managers with due diligence and investment performance analyses.

Team Leadership and Management:

● Lead and mentor a team of accounting professionals.

● Actively participate in executive and team meetings.

● Foster a collaborative and high-performance work environment.

Family Communications:

● Serve as a key liaison between the Family Office and external tax, financial and legal advisors.

● Provide regular updates and reports to the CEO and other family members on financial performance, strategic initiatives, and key developments.

Strategic Projects and Initiatives:

● Lead or participate in special projects and initiatives that align with the family’s objectives, including estate planning, philanthropic activities and business ventures.

Qualifications:

● Education: Bachelor’s degree or MBA in Finance or Accounting. CPA designation preferred.

● Experience: Minimum of 10-15 years of experience in accounting and finance with a strong background in accounting, cash management and financial planning. Prior experience in a family office or similar high-net-worth environment is highly desirable.

● Travel: Potential travel up to 5% of the year

● Skills:

o Proven track record in financial accounting and reporting, tax matters and financial planning.

o Strong leadership and team management abilities.

o Excellent analytical, problem-solving and decision-making skills.

o Exceptional communication and interpersonal skills, with the ability to interact effectively with high-net-worth individuals and external advisors.

o Proficiency in financial software and tools. Experience with ERP conversions is highly desirable.

● Software:

o Quickbooks Online

o Microsoft Office

o Google Suite (Gmail, Drive, Meet, etc.)

o Slack

o Dropbox

Personal Attributes:

● High level of integrity and discretion in handling confidential information.

● Strong attention to detail and commitment to accuracy.

● Very team-oriented.

● Ability to work independently and manage multiple priorities in a dynamic environment.

Application Instructions:

Interested candidates should submit their resume, cover letter, and any relevant references to Rachel Hanson, rachel@sagehillinvestors.com. Please include “CFO - Application” in the subject line.