The posting
DIRECTOR OF FINANCE AND OPERATIONS
The company is an established, Holland, MI-based, single-family office serving a multi-generational family. The family office encompasses complex entity structures, investment assets and tax strategies. The organization supports family, as well as philanthropic, legacy for future generations. This leader will be an advocate of the family in all matters and a representative of the family with all internal and external constituencies.
The Director of Finance and Operations is a senior leadership role that sits at the intersection of finance, tax, investments, technology, and operations – ensuring information flows accurately, risk are managed proactively, and the office operates with institutional rigor while maintaining a high-touch, service-oriented culture. In addition to developing, managing, and mentoring staff, this role serves as the senior relationship manager for the family, along with family branches, developing trusted relationships with family members and coordinating the delivery of comprehensive family office services. Reporting directly to the CEO of the family board, this is a supervisory position overseeing an Investment Officer and a Senior Accountant.
CORE RESPONSIBILITIES
Financial Management & Tax
Serve as a strategic leader of tax planning, estate and gift strategies, budgeting, and cash flow management for individuals, trusts and entities, in collaboration with external advisors
Coordinate income tax compliance for individuals, trusts, partnerships, and related entities in partnership with internal team members and external tax advisors/preparers
Manage timelines, information flow, and review processes for returns, estimates, extensions, and payments
Translate complex tax concepts into clear, actionable implications for internal stakeholders
Investment Operations & Reporting
Oversee investment transactions and operations across public and private assets and life insurance
Partner with the Investment Officer to maintain and enhance investment policies and consolidated investment reporting
Ensure timely, accurate, and decision-useful performance, allocation, liquidity, and cash flow reporting
Execute capital calls, distributions, and ensure reconciliation with custodians, managers, administrators
Support investment and liquidity planning with scenario analysis and forward-looking insights
Technology Integration & Data Infrastructure
Own the office technology ecosystem across accounting, investment reporting, document management, and AI tools
Evaluate and optimize systems to improve data integrity, efficiency, and transparency
Ensure reliable data architecture, reporting automation, and strong controls
Serve as a key liaison with software vendors and technology consultants
Family Relationship Management
Serve as the senior relationship manager for family branches, building trusted, long-term relationships across generations
Develop a deep understanding of each family member’s goals, priorities, circumstances, and service needs
Proactively coordinate and oversee the delivery of family office services by fostering an environment of respect, transparency, integrity, and teamwork
Assist with development of next generation in areas of financial literacy/planning, investment acumen, philanthropic investment
Compliance, Risk Management & Controls
Oversee financial, operational, and information-security controls to mitigate risk and ensure best practices
Coordinate insurance, risk assessments, and compliance activities across entities in partnership with staff
Operations-Related Project Management
Lead and execute cross-functional operational projects, including process improvements, system implementations, and workflow redesign
Leverage technology to proactively optimize the family office functions
KEY QUALIFICATIONS
Who You Are
Systems-oriented and detail-driven while retaining a big-picture perspective
Curious learner who is pragmatic and solutions-focused
Clear communicator who can translate information into practical insights
In-person, hands-on, self-starting leader who takes ownership and follows through
Confident - yet humble, service-minded professional who values partnership, trust, and long-term stewardship
Trusted partner and advisor who builds credibility through responsiveness, reliability, sound judgment, and common sense
Naturally relationship-oriented and genuinely enjoys serving and supporting families over the long term
Exceptional listener who seeks to understand priorities before offering solutions
Diplomatic and emotionally intelligent when navigating sensitive discussions and competing viewpoints
Proactive communicator who anticipates need and keeps stakeholders informed
Strong operator who fosters a family and staff environment of respect, transparency, integrity, and teamwork
Education and Skills
15+ years of progressive experience in finance, tax and/or legal, ideally in family office/private wealth environments
Bachelor’s degree in Accounting, Finance, or related field; graduate degree or certificates a plus, CPA license preferred
Demonstrated experience managing high-net-worth client relationships
Experience coordinating across multidisciplinary advisor teams, including legal, tax, investment, insurance, and banking professionals
Strong understanding of investment operations across multiple asset classes and entity structures
High level of comfort with financial systems, reporting platforms, and technology integration
Understanding of partnership accounting and trust management
Exceptional organizational skills with the ability to manage multiple workstreams simultaneously
Proven judgment, integrity, and discretion with confidential and sensitive matters
Ability to communicate complex financial concepts to non-technical audiences
