Chief Financial & Investment Officer

The Quest Organization

Fort Lauderdale, FL

JOB DETAILS
SKILLS
Accounting Consolidation, Business Administration, Capital Allocation, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Construction Management, Corporate Finance, Entrepreneurship, Finance, Financial Analysis, Financial Management, Financial Modeling, Financial Reporting, Financial Strategy, Investment Analysis, Investment Management, Investment Services, Investment Strategy, Leadership, Legal, Real Estate, Risk Management, Sales Qualification, Strategic Planning
LOCATION
Fort Lauderdale, FL
POSTED
5 days ago

Chief Financial & Investment Officer


Rapidly growing Single Family Office is seeking a strategic Chief Financial & Investment Officer to serve as a trusted advisor to the Principal. This executive will oversee financial strategy, investment analysis, portfolio reporting, and capital allocation across a diversified portfolio that includes public and private investments, real estate, and operating businesses. This is a highly visible role for a finance executive who enjoys combining investment analysis with strategic financial leadership in an entrepreneurial environment.


Responsibilities:


  • Evaluate investment opportunities across multiple asset classes.
  • Provide strategic recommendations on capital allocation, portfolio construction, and risk management.
  • Prepare consolidated financial reporting, performance analysis, and net worth reporting.
  • Analyze the financial performance of operating companies and real estate investments.
  • Partner with external tax, legal, and investment advisors.
  • Develop financial models and support strategic investment decisions.
  • Enhance financial reporting, controls, and governance processes.
  • Maintain the highest level of confidentiality and professionalism.


Qualifications:


  • 15+ years of experience in family office, private equity, investment management, corporate finance, or a related environment.
  • Strong financial modeling, investment analysis, and strategic planning skills.
  • Experience overseeing diversified investment portfolios.
  • Ability to synthesize complex financial information into actionable recommendations.
  • Exceptional communication skills and executive presence.
  • CPA, CFA, MBA, or other advanced credentials are preferred.

About the Company

T

The Quest Organization

For over 30 years, The Quest Organization and its related entities have been a highly respected leader in Executive Search and Business Advisory Services, taking a holistic approach to finding not only the most talented individuals for “C” level executives and Middle Management Professionals, but making sure that our clients have truly defined their need both from a technical perspective and an overall “fit perspective. The hallmark of our success is the extraordinary experience and business acumen of our professional staff with a combined 50+ years of achievements in Executive Search and Advisory Services.
With backgrounds as CPAs in the Big “4″ and as financial professionals in industry, we are uniquely positioned to provide our clients with meaningful hiring recommendations, grounded in a thorough understanding of their overall business including their operations, finance, accounting, human capital and sales.

Our staff through their daily transactions in the employment marketplace and extensive participation in regional business organizations, is well positioned to provide candidates from mid level to CEO’s with insightful advice on career planning and positioning. Every candidate that we represent, benefits from a comprehensive interview to ensure they are considered for appropriate opportunities which match their capabilities, experience, desired compensation and quality of life attributes. We are known to provide the most meticulous interview preparation and follow through in the industry.

COMPANY SIZE
10 to 19 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1985
WEBSITE
http://www.questorg.com