Managing Director of Finance & Operations - Contract To Hire

Job Description

Job Description

We are looking for an accomplished Managing Director of Finance & Operations to join a private family office located in Crowley, Texas. This role involves overseeing the family's comprehensive financial affairs, including investments, real estate, and asset management, while collaborating with legal, tax, and accounting advisors. As a contract to permanent position, this opportunity is ideal for an experienced financial leader with exceptional discretion, integrity, and a commitment to long-term partnership. Commuting to Crowley, Texas will be required on an as-needed basis, up to two days per week.

Responsibilities :

• Supervise the full spectrum of personal financial management for the principal and immediate family, including cash flow, budgeting, and financial reporting.
• Prepare consolidated financial statements and provide accurate net-worth reports.
• Evaluate and manage private and public investment opportunities, conducting thorough due diligence and monitoring performance.
• Oversee residential and investment real estate holdings, including vendor relationships, property budgets, and capital projects.
• Ensure compliance with tax regulations, insurance requirements, and proper documentation for all assets.
• Collaborate with legal, tax, and accounting advisors to maintain entity compliance and implement wealth planning strategies.
• Provide logistical and financial support to family members, addressing their unique needs as required.
• Assist in managing charitable giving initiatives, including foundations and international philanthropic efforts.
• Negotiate vendor contracts and oversee relationships to ensure optimal service delivery.
• Develop strategic financial recommendations and initiatives to support the family’s long-term goals.
• Bachelor’s degree required; advanced degrees or certifications in finance or accounting are preferred.
• 15+ years of experience in senior finance roles, such as Controller, Investment Director, or within a Family Office.
• Proven ability to manage complex personal finances for high-net-worth individuals or families.
• Expertise in investment analysis, portfolio management, and due diligence.
• Strong background in real estate management and multi-asset class investing.
• Advanced knowledge of tax planning, estate structures, and intergenerational wealth strategies.
• Exceptional skills in vendor management, negotiation, and contract oversight.
• Advanced Excel, financial modeling, reporting, and forecasting.
• Familiarity with portfolio management, QuickBooks and reporting systems preferred.
• High level of professionalism, discretion, and emotional intelligence when managing sensitive family dynamics.