VP Finance & Accounting

ICBD•Fort Lauderdale, FL
•$210,000 - $273,000•Onsite

About The Position

The Vice President of Finance & Accounting owns accounting, capital strategy, FP&A, treasury, and procurement for Shareholder Services across a multi-entity, multi-state, and international structure. The scope includes private holdings, lifestyle assets, investments, corporate and enterprise finance, foundation activity, and the Principal’s personal financial architecture. This is a systems-forward role responsible for operating a modern finance stack, replacing manual reporting with automated reporting, and delivering on a short cycle. Clear, brief communication is essential. Fluency in ultra-high-net-worth structures is required, and bilingual English and Spanish is desirable. Discretion and fiduciary judgment are conditions of the role. The VP F&A works onsite in Downtown Fort Lauderdale and travels across portfolio and Family locations. The role leads the finance function across U.S. and offshore teams and builds and develops functions as the business grows.

Requirements

  • BS/BA in Accounting or Finance.
  • At least 8 years of progressive finance leadership across multi-entity, multi-state, and international operations.
  • Fluency in UHNW and family office structures, including multi-tier passthrough entities and trusts.
  • Demonstrated ownership of an ERP implementation or major finance systems migration.
  • Deep working fluency in financial technology and ability to explain systems and outputs.
  • Advanced Excel modeling, scenario analysis, and large-dataset work.
  • Hands-on player-coach ability to build and mentor a finance team.
  • Demonstrated discretion handling confidential Family and enterprise matters.
  • Advanced, hands-on proficiency with financial data platforms such as NetSuite, Asana, and Coupa.
  • Skills in Asana, Claude Enterprise AI, and MS Office 365.
  • Ability to communicate complex information directly, clearly, accurately, and effectively.
  • Ability to stay effective as scope shifts and structure forms.

Nice To Haves

  • MBA and/or CPA.
  • Bilingual in English and Spanish.
  • Skills in analytics platforms such as Power BI, Domo, Data Rails, SuiteAnalytics, Agicap, and Sapien.

Responsibilities

  • Own the general ledger, chart of accounts, and accounting policy across all entities.
  • Oversee bookkeeping, accounts payable, accounts receivable, payroll accounting, and reconciliations.
  • Produce and certify the P&L, balance sheet, and cash flow statement by entity and on a consolidated basis.
  • Own the close calendar, internal controls, and external audit relationship.
  • Own the annual budget, rolling forecast, and capital allocation.
  • Own the daily cash position and liquidity forecast.
  • Direct treasury, including payments, intercompany movement, banking and lender relationships, and debt covenants.
  • Own cost accounting, project accounting, procurement, and spend governance.
  • Serve as financial counsel to the Family Office of the Chairman and the Principal’s Family.
  • Maintain the entity and ownership map, including basis and K-1 tracking.
  • Direct financial oversight of lifestyle assets, with budget-to-actual reporting by asset.
  • Oversee foundation accounting, grant tracking, distribution compliance, and filing support.
  • Own risk and insurance review, broker management, and claims oversight.
  • Own the finance technology roadmap across ERP, FP&A, procurement, and cash management.
  • Replace spreadsheet-dependent processes with governed, auditable system workflows.
  • Lead finance across U.S. and offshore teams, setting performance and platform standards.
  • Deliver financial briefings covering cash position, exceptions, and decisions required.
  • Communicate clearly and succinctly, bringing a recommendation with every challenge.
  • Build and develop functions rather than inheriting them, and proactively improve business processes.
  • Travel across portfolio and Family locations.

Benefits

  • 21 paid days off: 15 PTO days increasing with tenure, plus 6 paid holidays.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options.
  • Medical, dental, and vision insurance.
  • Long-term disability, life insurance, AD&D insurance, and GAP Plan (TransAmerica).
  • 401(k) with up to 6% employer match.
  • 100% employer-paid maternity/paternity leave for up to 5 weeks.
  • EAP with unlimited 24/7 counseling.
  • BeyondMed discounts on wellness and elective healthcare services.
  • PerkSpot discounts on top brands.
  • Pet insurance through Nationwide.
  • On the GoGa wellbeing hub.
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