Chief Marketing Officer job at Palo Alto Staffing. Los Angeles, CA.

Investment Management Lead investment identification, due diligence, and execution across equities, fixed income, alternatives, real estate, venture capital, and private equity.

Oversee the monitoring and reporting of performance on all investment holdings.

Build and maintain relationships with external fund managers, bankers, and brokers.

Accounting & Controls Manage all accounting functions, ensuring accurate books and records.

Develop and enforce internal controls to protect assets and streamline cash flows.

Oversee timely completion of financial statements, tax documents, and regulatory filings.

Budgeting & Expense Management Establish and maintain annual budgets, forecasting, and cost optimization strategies.

Create transparency and accountability across all cost centers, including vendor agreements and payroll.

Negotiate, monitor, and review contracts with key vendors and partners.

Serve as the primary interface for external service providers, including legal counsel, auditors, and public relations firms.

Organizational Leadership Recruit, mentor, and lead a small, high-performing team of finance and operations professionals.

Collaborate with stakeholders to develop and implement strategic growth initiatives.

Maintain a culture of meticulous attention to detail, high ethical standards.

Migration & In-House Integration Lead the transition of all financial operations currently managed by a multi-family office.

Establish and implement new systems, workflows, and best practices within the family.

#J-18808-Ljbffr Palo Alto Staffing

Responsibilities

Investment Management Lead investment identification, due diligence, and execution across equities, fixed income, alternatives, real estate, venture capital, and private equity
Oversee the monitoring and reporting of performance on all investment holdings
Build and maintain relationships with external fund managers, bankers, and brokers
Accounting & Controls Manage all accounting functions, ensuring accurate books and records
Develop and enforce internal controls to protect assets and streamline cash flows
Oversee timely completion of financial statements, tax documents, and regulatory filings
Budgeting & Expense Management Establish and maintain annual budgets, forecasting, and cost optimization strategies
Create transparency and accountability across all cost centers, including vendor agreements and payroll
Negotiate, monitor, and review contracts with key vendors and partners
Serve as the primary interface for external service providers, including legal counsel, auditors, and public relations firms
Organizational Leadership Recruit, mentor, and lead a small, high-performing team of finance and operations professionals
Collaborate with stakeholders to develop and implement strategic growth initiatives
Maintain a culture of meticulous attention to detail, high ethical standards
Migration & In-House Integration Lead the transition of all financial operations currently managed by a multi-family office
Establish and implement new systems, workflows, and best practices within the family

Chief Marketing Officer at Palo Alto Staffing Los Angeles, CA

Job Type