Finance Director- Westport, CT

Our client, a private equity CEO based in Fairfield County, CT, is seeking a highly capable and financially minded Managing Director to oversee and optimize his personal financial ecosystem. This individual will operate as a trusted right hand, managing liquidity, financial infrastructure, household financial operations, and day-to-day financial administration with a focus on clarity, efficiency, and execution. This role is best suited for someone who thrives in a lean, entrepreneurial environment and can seamlessly move between high-level financial strategy and hands-on execution.

The ideal candidate is polished, proactive, self-directed, tech-savvy, and highly discreet. This is a unique opportunity offering significant long-term upside and the ability to grow alongside the principal as his personal office and infrastructure continue to evolve.

Key Responsibilities
Maintain a real-time view of all assets, including public markets, private investments, real estate, and cash
Oversee liquidity planning, including capital calls, distributions, and cash deployment
Manage banking relationships, account structures, and cash flow across entities
Execute wires, oversee bill pay, and ensure operational accuracy and efficiency
Serve as the central point of contact for tax, legal, and financial advisors
Prepare concise financial summaries, reporting, and ad hoc analyses
Oversee financial operations across multiple properties, including transactions and vendor management
Manage household financial operations, including payroll, budgets, and service providers
Build and improve systems to enhance financial visibility, organization, and efficiency
Qualifications
7+ years of relevant experience
Bachelor’s degree in Finance or Accounting preferred
Background in family office, private wealth, personal CFO, Chief of Staff, private banking, or similar environments
Experience directly supporting UHNW individuals, founders, or executives highly preferred
Strong understanding of liquidity management and financial structures
Experience with real estate and/or household operations preferred
Highly organized, detail-oriented, proactive, and solutions-oriented
Tech-forward mindset with comfort leveraging AI and technology tools to improve efficiency
Strong judgment, discretion, and communication skills
Schedule:
Hybrid; periodic in-person availability required
Compensation:
Approximately $250,000 total compensation, dependent on experience