Personal CFO/ COO

Job Description

Job Description

Job Title: Personal CFO/COO to Business Owner

Location: Howell, NJ

Job Type: Full-time

Compensation: Competitive salary + benefits

Growing, dynamic companies in the Healthcare and Real Estate sectors, led by a visionary entrepreneur.

We are seeking a Personal Chief Financial Officer/ Chief Operating Officer to provide high-level financial strategy and oversight for multiple businesses. The candidate will be responsible for directing and guiding the objectives, goals, property of the business and investments. This role demands an individual who is solution oriented who can navigate complex financial landscapes in both sectors while also driving operational excellence.

Key Responsibilities:

• Financial Management & Planning:

Oversee the financial health of the business owner's business accounts. Develop and implement comprehensive financial strategies that maximize the financial growth.

• Budgeting & Forecasting:

Work closely with the business owner to create detailed budgets, financial forecasts, and reports for both personal and business finances, ensuring a clear path to achieving financial goals.

• Investment & Asset Management:

Advise on investment strategies, asset allocation, and opportunities for financial growth. Ensure alignment between the owner’s business and personal investment portfolios.

• Cash Flow Optimization:

Monitor and manage both personal and business cash flows, identifying areas of improvement and ensuring liquidity for short- and long-term financial needs.

• Estate & Wealth Planning:

Work with estate planning professionals to establish a comprehensive wealth transfer strategy that secures the business owner’s legacy while minimizing estate taxes.

• Risk Management:

Identify potential financial risks, recommend appropriate strategies for mitigation, and ensure that both personal and business financial assets are protected.

Qualifications & Skills:

• Proven 5+ years of experience as a financial strategist, or similar senior financial role, ideally within a fast-growing or entrepreneurial environment.
• Strong understanding of both business and personal finance, including tax planning, investments, budgeting, and financial risk management.
• In-depth knowledge of financial software and tools, with experience in both personal and business finance systems.
• Exceptional communication skills, with the ability to explain complex financial concepts to individuals without a financial background.
• Discretion and integrity, with the ability to handle sensitive financial matters with professionalism and confidentiality.
• Strong problem-solving skills, proactive attitude, and an ability to make sound financial decisions under pressure.
• Accounting or Finance-related degree (master's degree is preferred) or Certification such as CPA/ CFA

Equal Opportunity Employer - It is the policy of our company to recruit, hire, train, promote, transfer and compensate our associates and provide all other conditions of employment including Company sponsored events without regard to race, color, creed, religion, national origin, age, sex, gender identity, genetic information, marital status, lawful alien status, sexual orientation, physical or mental disability, citizenship status, veteran status, employment status or any other basis prohibited by applicable law.

If you need reasonable accommodations to complete the on-line application, please contact the Human Resource Department: Phone: 1.609.366.2377