Finance manager

Executive Office
Global Group Operating and Family Office CFO (Remote) Remote, BC Posted: 1/24/2024 Job Description Job ID#: 203
Executive Office


Elevation Capital - is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding. Run by a highly entrepreneurial self made founder, and a team of highly capable executives across business units, the business operates globally with interests in US, Canada, Europe and the Caribbean. With wholly owned companies in a range of growth stages and an ever expanding investment portfolio, this group jointly serves a global vision to create an evolved world where humanity serves our highest purpose. We are a fast growing family office, managing a diversified portfolio of direct and indirect investments across multiple asset classes, including CPG, Manufacturing, Technology, Digital health, real estate, private equity, and venture capital. As the Chief Financial Officer you will be the right hand family financial office operating partner to our incredibly driven and entrepreneurial founder and CEO. I n this long-term growth focused role, you will oversee a group of companies ranging in size, industry, country and regulatory framework, and will be the strategic implementer of his bold long-term vision. In this long term growth focused role, you will be responsible for overseeing the family office structure with a financial and strategic eye. You will build out the family office structure, manage and consolidate multiple divergent global operating companies, track and advance budgets driving to a positive cashflow, and manage dividend and subsequent investment portfolio returns. In addition you will drive and advance our global tax strategy and structure efficiency, support the start up of new entities, and support legal and human capital programs. Further, your due diligence in ensuring low risk high return will drive the family business forward. In addition to the new investments, your previous leadership experience in land development and construction projects and managing/upgrading other physical assets will ensure our current portfolio continues to flourish. Experience working with first generation wealth to build out the family office and investment portfolio to success will be a strong asset in this role.
You move fast, challenge greatness, and play the chess game many moves ahead.
Where others are stuck in checkers, you play a strong game of chess. Whether it is an agreement with a business partner or a federal bill, you think many moves ahead. You can factor many variables in complex situations and know how to apply powerful tools such as public opinion, lobbying, key relationships, litigation, financials analysis, and highly engaged strategic partners to make the impossible possible.
Manage the family office from a financial and operational lens, including the oversight of multiple businesses, properties, development projects and investment portfolios
Leading integrated group level accounting and budgeting including quarterly zero-based resets across all companies to a standard that supports easy exit and investment.
Leadership of group level strategic planning including managing sessions with business unit teams,, optimization of processes and accountability for timeline and outcome compliance.
Build and grow the investment portfolio, seeking out and conducting thorough due diligence on potential investment opportunities, ensuring that all investments are properly monitored and managed.
Management of global banking and investment banking relationships including establishing new relationships/accounts, preparation of presentations, managing reporting requirements and leading capital expansion initiatives.
Leading global tax strategy Canada/Barbados/Cayman Islands/US/Europe for efficiency, compliance, and risk management.
Lead acquisition and exit strategy across portfolio including identifying businesses to acquiring and leading acquisition strategy, and identifying strategic buyers for core asset divestiture.
Manage the current land development projects, evaluating the current development plans, optimizing and challenging budgets and timelines building successful and exponential value in complex markets
Set the 12 - 24 month look ahead for the family office, mapping out the quarterly and annual financial and operational goals to drive performance and growth, managing the team to successful completion.
Prepare weekly reports on the family office's investment performance and activities against targets.
Establish connections to additional professional contractors when needed, harbor and build relationships under the family name
Manage all insurance policy renewals, premium payments, and sourcing of additional coverage as required and as requirements change
Set and manage the overall family office budget and strategy, leading a team of senior functional area professionals to adhere to objectives while delivering exemplary service to principals on a global scale.
Leading the human capital development through the family office including staffing, culture and driving delivery on performance objectives and KPIs.
Desire to grow with the family office and it builds its AUM through returns and portfolio growth and divestitures.
At least 10 years of managing a multi business, direct investment structures including P&L/budgets across a wide range of industries (CPG, Real estate and health tech a plus)
+10 years experience in investment management with a proven track record of generating strong returns across multiple asset classes.
Previous leadership experience in the global talent acquisition function
+10 years experience with leading and overseeing profitable land acquisition and development projects including acquisition of land, building and managing of teams, managing projects to budget, financing where required, and ultimately creating profitable divestitures.
+5 Years experience in international tax planning, execution, and delivery
+5 years experience with overseeing the budgets and projects for land development and construction, ensuring they stay on track and optimizing costs where possible
+5 years thriving in a fast paced environment within an executive capacity
A strong understanding of global tax and company structures, advising, implementing and managing
Proven success building, managing and growing investment portfolios across various segments and asset classes
Previous experience overseeing the financial implications and opportunities for yachts, cars and planes
Experience working for/partnering with the founder to manage and organize teams for peak performance in a multi-business structure
Experience managing multiple projects and priorities simultaneously in a fast-paced, dynamic environment
Project management skills, Gantt charts, pert, timelines, official project management and project portfolio management experience
Expert proficiency in Microsoft O365, G Suite, MAC, et al., You will be compensated with a strong base, aggressive bonus plan, and lucrative upside plan based on project and/or investment profitability under your control.

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