Finance Manager (Financial Planning/Analysis)

Christie Lites is seeking a highly experienced, hands-on
Director of Finance to support the financial interests and privately held entities of a senior executive. This position will operate as the senior financial lead for a diverse portfolio that includes personal financial matters, investments, real estate holdings, and privately held operating businesses across industries including solar energy and sales. You will work directly with the principal and coordinate closely with outside accountants, attorneys, bankers, tax professionals, and investment advisors.

The right person will be equally comfortable providing strategic financial guidance and working directly in the details to ensure accurate books, strong controls, clear reporting, and well-organized financial operations. Accounting & Financial Reporting
Oversee accounting and financial reporting across multiple personal, investment, real estate, and operating entities. Manage month-end and quarter-end close processes, reconciliations, intercompany transactions, and consolidated reporting. Prepare clear monthly and quarterly financial statements, cash-flow reporting, and financial summaries.

Maintain accurate and organized records so that individual entities can be audited, sold, transferred, or separated efficiently. Review and oversee bookkeeping activity and coordinate with outside accounting professionals. Cash, Banking & Treasury:
Manage cash flow, bank accounts, credit facilities, payments, and liquidity across multiple entities. Monitor balances and anticipated cash requirements. Maintain relationships with banks and lenders. Track debt obligations, loan requirements, and financial covenants.

Establish and maintain appropriate payment approval processes, internal controls, and fraud-prevention measures.

Tax & Compliance

Coordinate personal, trust, partnership, and corporate tax filings with outside CPAs and tax advisors in the U.Assist advisors with tax planning, estate planning, and entity structuring.
Maintain organized documentation for tax and compliance purposes.
Track entity registrations, insurance requirements, property taxes, regulatory filings, and other financial deadlines.

Investments & Financial Planning

Track and report on investments, real estate holdings, private businesses, and other assets.
Maintain clear visibility into portfolio performance, cash requirements, and financial position.
Evaluate potential investments, acquisitions, and business opportunities.
Prepare financial models, projections, scenario analyses, and due diligence.

Financial Operations & Advisory

Serve as a trusted financial advisor to the principal on significant financial and business decisions. Provide timely, concise financial information to support decision-making. Evaluate and improve financial systems, reporting processes, workflows, and controls. Coordinate with external accountants, attorneys, bankers, investment professionals, and other advisors. Supervise bookkeeping and external accounting support as needed.

Handle highly confidential financial and personal information with exceptional discretion.
8+ years of progressive accounting and finance experience.
~ Significant experience managing multiple entities, consolidations, and intercompany accounting.
~ Strong understanding of financial statements, cash-flow management, accounting controls, and financial reporting.
~ Working knowledge of personal, trust, partnership, and corporate taxation.
~ Experience working with privately held businesses, investment entities, real estate holdings, high-net-worth individuals, or private/family office environments is highly preferred.
~ Advanced Excel and financial modeling skills.
~ Ability to work independently and manage both strategic and detailed financial responsibilities.
~ Annual performance bonus
Direct access to senior leadership and meaningful involvement in financial and investment decisions.

Broad exposure to investments, real estate, privately held businesses, and complex financial matters. This role suits someone who has served as a
Controller, Director of Finance, Family Office Finance Director, or similar senior finance leader and enjoys an entrepreneurial environment. You should be comfortable moving between high-level financial strategy and detailed execution.

This is not a position where the financial leader delegates the work; you will be expected to understand the numbers personally, identify issues, create structure, and ensure that financial information is accurate, timely, and actionable. Above all, this position requires someone who can become a highly trusted financial partner while maintaining complete confidentiality and discretion.