VP of Finance - Family Office

A Philadelphia-based family office managing a diversified portfolio across real estate and private equity is seeking a VP of Finance who wants to be more than a back-office operator—someone who will act as a strategic partner to the principals, interface directly with investors and counterparties, and grow into a future CFO.

This role is for you if:

• You’re a CPA with 5-8+ years of experience and a track record of outperforming your peers.
• You want to step out of a large, layered organization and take ownership of a full finance function.
• You’re comfortable both closing the books and participating in investor and deal conversations.
• You’re looking for a clear, merit-based path to CFO.

What You’ll Do:

• Own the full accounting and financial reporting function across multiple entities (funds, holdcos, operating companies).
• Prepare and present financial reporting packages to principals, investors, and external stakeholders.
• Manage audits, tax processes (with external advisors), and banking relationships.
• Support deal activity including due diligence, structuring, and post-acquisition integration.
• Build and maintain financial models, cash flow forecasts, and investor reporting.
• Establish and improve internal controls, processes, and systems as the firm scales.
• Serve as a key point of contact for lenders, investors, auditors, and counterparties.

What You Bring:

• CPA required with strong GAAP foundation.
• 5-8+ years of progressive accounting/finance experience; public accounting background preferred.
• Experience with multi-entity structures, fund accounting, partnership allocations, or consolidations.
• Strong Excel and financial modeling skills; experience with systems such as QuickBooks, Sage, or Yardi.
• Exposure to private equity, real estate, or investment management is a plus.
• Strong communication skills and presence with senior stakeholders.
• Self-starter mindset with a high level of ownership.

What We Offer:

• Competitive base salary + performance-based bonus.
• Clear, accelerated path to CFO.
• Direct exposure to principals, investors, and live deal activity.
• Opportunity to influence strategy, not just report on it.
• Potential for co-investment or profit-sharing.
• Lean, high-impact environment where your work is visible and valued.