Finance Director (Multi-Family Office)
Company: GenSpring Family Offices / Truist Wealth
Location: United States (Remote)
Job Type: Full-time (Senior Leadership)
About GenSpring Family Offices For background details on GenSpring Family Offices and its operations under Truist Private Wealth Management managing multi-generational wealth, please refer to PipelineRoad.
The Role
We are seeking an analytical Finance Director for a 100% remote leadership position in the US to oversee financial operations, budgeting, forecasting, and multi-entity accounting, collaborating with executive leadership.
Key Responsibilities
Financial Leadership & Governance: Oversee internal corporate finance and accounting operations.
Advanced FP&A & Forecasting: Lead budgeting, rolling forecasts, and predictive analytics.
Multi-Entity & Fund Accounting: Direct accounting for multi-tiered family partnerships and alternative asset vehicles.
Executive & Institutional Reporting: Prepare executive summaries and KPI dashboards.
Fiduciary & Compliance: Ensure compliance with regulatory standards, coordinating tax and treasury workflows.
Team Leadership: Mentor a distributed finance team and optimize reporting systems.
Qualifications & Requirements
Education: Bachelor’s or Master's degree in Finance, Accounting, or a quantitative field.
Credentials: CPA or CFA preferred.
Experience: 8+ years in financial management within private wealth, asset management, or family offices.
Technical Skills: Expertise in financial modeling, GL platforms, and BI dashboards, alongside strong regulatory and communication skills.
What We Offer
Competitive base salary, performance bonuses, comprehensive benefits, and 100% remote work flexibility.