CFO/CAO

Overview This newly established family office represents a multi-generational family with significant private holdings and investment interests. With a long‑term vision for stewardship, succession, and strategic growth, the office is being built from the ground up to support the family’s financial, legal, and philanthropic goals. The CFO/CAO will be the first hire and play a foundational role in shaping the office’s structure, staff, systems, and culture.

Responsibilities

Establish and manage full‑cycle accounting, budgeting, and cash‑flow processes

Oversee investment reporting, performance tracking, and capital allocation

Liaise with tax advisors, legal counsel, and financial institutions

Ensure compliance with regulatory and fiduciary obligations

Prepare consolidated financial statements and quarterly reporting packages

Secure physical office space and oversee infrastructure setup

Select and implement financial and administrative software systems

Onboard and manage initial staff, including an assistant

Develop internal controls, policies, and procedures

Maintain records, contracts, and governance documentation

Collaborate with owners to align financial strategy with long‑term family goals

Facilitate onboarding and education of nextgeneration family members

Identify when to engage external advisors for specialized needs

Support philanthropic initiatives and legacy planning

Skills & Qualifications

CPA, MBA, or equivalent designation preferred

Prior experience in a family office or senior roles in investment management, public accounting, or consulting with family office clients (strongly preferred)

Proven track record of setting up financial operations, systems, and teams from scratch

Strong understanding of investment structures, tax planning, and intergenerational wealth management

Self‑starter with high integrity and discretion

Highly organized and capable of working independently

Strong interpersonal skills and ability to collaborate with family members

Technologically savvy with the ability to assess and implement systems

Comfortable navigating ambiguity and building structure where none exists

Benefits

Competitive salary

Performance‑based bonus structure

Vacation and paid time off

Hybrid work model considered

Accommodation Statement We are committed to providing accommodation for people with disabilities throughout all stages of the recruitment and selection process, in accordance with the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation, please let us know and we will work with you to meet your needs. All information received in relation to accommodation requests will be kept confidential. If you require accommodation to complete the application process, please forward your resume to

dane.dsouza@mnp.ca .

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