[Hiring] Chief Financial Officer @Oceans

Role Description

As the Chief Financial Officer, you will play a critical role in supporting a diversified family office overseeing operating businesses, private equity investments, public equities, and real estate assets. You'll work closely with the principal to build a sophisticated strategic finance capability across the portfolio, providing the forecasting, financial modelling, investment analysis, and quantitative decision support needed to make informed capital allocation decisions.

This role is ideal for a senior finance leader who combines deep FP&A and financial modelling expertise with strong commercial judgment and an investment-oriented mindset. Rather than functioning as a traditional Controller or reporting-focused CFO, you'll act as the principal's senior financial thought partner—building the family's forward-looking finance capability, evaluating investment opportunities, challenging assumptions, identifying risks, and proactively uncovering opportunities to grow and optimize the portfolio.

Responsibilities

• Accountability FP&A, Forecasting & Strategic Planning
  • Build and lead the FP&A function across the family office.
  • Develop integrated forecasts and financial projections across EGE Holdings and its underlying businesses.
  • Build scenario models around operating companies, investments, and portfolio decisions.
  • Establish forward-looking financial planning processes across a previously consolidation-focused finance function.
  • Develop sensitivity analyses to assess potential outcomes under different operating, market, and investment assumptions.
  • Translate forecasts and financial projections into clear recommendations for the principal.
  • Improve visibility into future liquidity, capital requirements, returns, and financial risks.
• Investment Analysis & Capital Allocation
  • Serve as the quantitative lead supporting capital allocation decisions across the family office.
  • Evaluate prospective private equity, public market, real estate, and operating-company investments.
  • Build investment, valuation, and return models to assess opportunities and downside scenarios.
  • Perform quantitative risk analysis across existing and prospective investments.
  • Assess trade-offs between competing uses of capital.
  • Develop consistent analytical frameworks for evaluating investment opportunities.
  • Identify opportunities to improve portfolio returns and deploy capital more effectively.
  • Provide objective financial analysis to support significant investment decisions.
• Portfolio Risk Analysis
  • Develop a holistic view of financial risk across the family office portfolio.
  • Assess concentration, liquidity, leverage, and investment risks.
  • Model downside and stress scenarios across different asset classes and operating businesses.
  • Evaluate prospective investments in the context of existing portfolio exposure.
  • Identify emerging financial risks and recommend appropriate responses.
  • Provide the principal with clear quantitative insight into risk/reward trade-offs.
• Strategic Finance & Decision Support
  • Act as the principal's senior financial thought partner on complex business and investment decisions.
  • Provide quantitative analysis for strategic questions across EGE and its underlying operating companies.
  • Translate financial information into commercially relevant recommendations.
  • Challenge assumptions and provide an independent financial perspective.
  • Identify opportunities to improve profitability, capital efficiency, and portfolio performance.
  • Proactively bring financial insights and opportunities to the principal rather than waiting for requests.
  • Support strategic decisions across new ventures, operating businesses, and investment activities.
• Consolidated Financial Management
  • Own consolidated financial reporting across EGE Holdings and its underlying entities.
  • Ensure the principal has clear visibility into financial performance across the ownership structure.
  • Oversee entity-level financial reporting and consolidation.
  • Coordinate multi-entity tax requirements with external tax advisors.
  • Establish financial reporting standards that provide decision-useful insight beyond statutory and tax requirements.
  • Maintain appropriate financial controls and reporting standards across the portfolio.
• Finance Leadership & Controller Management
  • Lead and develop controllers and finance leaders embedded within EGE's operating companies.
  • Establish consistent standards and expectations across entity-level finance functions.
  • Review the quality and usefulness of financial reporting produced across the portfolio.
  • Coach controllers toward stronger analytical and commercially focused finance capabilities.
  • Create greater connectivity between operating-company finance and family-office decision-making.
  • Build a scalable finance organization as EGE's portfolio grows.
  • Identify gaps in finance capabilities and determine where additional resources are required.
• External Advisor & Financial Partner Management
  • Partner effectively with private banks, wealth advisors, tax professionals, legal counsel, and other external financial stakeholders.
  • Review and challenge external financial analysis where appropriate.
  • Determine which analytical capabilities should be developed and maintained internally.
  • Reduce unnecessary dependence on external advisors by strengthening internal financial capabilities.
  • Maintain productive external relationships while retaining internal ownership of financial analysis and decision-making.
• AI-Enabled Finance
  • Use AI tools to accelerate financial analysis, research, modelling, reporting, and decision support.
  • Leverage Claude and other advanced AI tools within day-to-day finance workflows.
  • Identify opportunities to automate or improve recurring financial analysis and reporting.
  • Apply appropriate financial judgment and validation to AI-assisted outputs.
  • Help establish efficient, AI-enabled workflows across the broader finance organization.

Qualifications

• Significant senior-level finance leadership experience, ideally as a CFO, VP Finance, Head of FP&A, Investment Finance leader, or equivalent strategic finance role within a sophisticated investment or multi-entity environment.
• Deep experience building and leading forecasting, planning, projection, and scenario-modelling capabilities.
• Advanced financial modelling skills across forecasting, valuation, investment analysis, scenario planning, and sensitivity analysis.
• Demonstrated experience quantitatively evaluating investments, returns, risk, and capital allocation decisions.
• Strong commercial judgment with the ability to translate complex financial information into clear strategic recommendations.
• Ability to assess liquidity, concentration, leverage, downside risk, and portfolio-level trade-offs across multiple asset classes.
• Strong command of consolidated financial statements and experience operating across complex, multi-entity ownership structures.
• Experience managing or leading controllers, finance managers, or entity-level finance teams.
• Confidence partnering directly with principals, founders, executives, private banks, wealth advisors, tax professionals, and legal counsel.
• Comfortable operating independently as a senior thought partner in an entrepreneurial environment where you are expected to identify questions, build solutions, and drive decisions forward.
• Strong proficiency with AI tools and a willingness to incorporate AI into financial research, modelling, analysis, and reporting workflows.
• Executive-level written and verbal English with the ability to communicate complex financial concepts clearly and persuasively.

Role Specifications

• This is a remote role, where you will be expected to work a split shift with some overlap with our client’s time zone.
• You will, however, be expected to be present for in-person training programs during your first 3.5 weeks with us.