The Opportunity

As Vice President of Finance, you will support key areas including financial reporting, investment performance, estate and tax planning coordination, and strategic operations. You will play a pivotal role in managing complex assets, preparing financial materials for family decision-making, and ensuring day-to-day financial activities run smoothly and securely. This is a unique opportunity for a finance professional who thrives in a multifaceted environment and values discretion, precision, and long-term impact.

Key Areas of Responsibility

• Partner with the CFO on all core financial functions
• Oversee quarterly financial reporting and investment summaries
• Support due diligence and performance tracking of investments
• Coordinate with external advisors on estate, tax, and insurance planning
• Manage compensation reporting, vendor relationships, and select HR processes
• Support special projects involving real estate, aviation, and high-value assets

What We’re Looking For

• Strong background in FP&A, public accounting, or private wealth (Big 4 experience a plus)
• CPA, MBA, or advanced finance degree preferred
• Expert-level financial acumen and Excel skills
• Highly organized, proactive, and detail-oriented
• Discreet, trustworthy, and emotionally intelligent
• Excellent communicator and collaborator

This is more than a finance role — it is a chance to contribute at the highest level of trust and strategy in a values-driven, entrepreneurial environment while engaging in meaningful work that blends finance, operations, and long-term planning with a sense of purpose and professionalism.

Contact Information

For consideration, please submit your resume in confidence to:

glenn@humancapitaladvisors.com