Job Details


VP Finance -Family Office  ,   Posted: 7/2/2024
Job Description

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VP Finance, Family Office - Remote (Work from Home)


Elevation Capital - is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding. Run by a highly entrepreneurial self made founder, and a team of highly capable executives across business units, the business operates globally with interests in US, Canada, Europe and the Caribbean. With wholly owned companies in a range of growth stages and an ever expanding investment portfolio, this group jointly serves a global vision to create an evolved world where humanity serves our highest purpose. Our mission is to create and deploy capital for a better world.



We are an established and fast growing family office, managing a diversified portfolio of investments, including both wholly owned operational companies in manufacturing, technology,  real estate, private equity, and venture capital. Our primary focus is on generating sustainable long-term returns while also making a positive impact on society.

As the VP Finance, Family Office,  you will report to and be a key strategic partner to the family office president, and the executive team. The primary function in your role will be to build a world class sophisticated finance function / group that provides a high level of actionable financial reporting, budgeting and cash forecasting that aligns with the company's growth plans. The role is a challenging balance of process development and execution of strategy, while maintaining controlled tactical execution in an environment of significant and rapid change.  

You will provide leadership and ownership to all elements of financial operations within the company and develop systems that can scale with the company. You will have the opportunity to work with a world class team across various functions of the company and use your entrepreneurial mindset to create and facilitate actionable reporting, datasets, reports, and systems that facilitate the hypergrowth of the company.  

Your leadership of the finance / accounting function will be strategic and hands on executional where you will have the ability to communicate data & ideas succinctly yet have the background of the details where needed. You will have primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company, and building, mentoring, and scale the team as the company grows. You will be involved with and/or own items like insurance, IT systems, ERP, legal, deal analysis and negotiations, human resources, investor relations, partnership compliance, and private and institutional financing. 


Visionary - You see the future and you create it. In your relationships with the executive and team you serve as a beacon for opportunity and assist in keeping everyone focused on the right activities and strategies that drive profitable and rewarding growth.   


Leader - You have a knack, and track record, for pulling people together to achieve amazing things. You have talent that follows you, you have strong recruiting and team building skills, and are great at organizing groups, strategies, and new programs. People are motivated by your direction, and you play well in adjusting roles expectations in a leadership team and reporting to an entrepreneurial leader. 


Organized - You are highly organized and build systems wherever you want. You see business as a series of processes and systems and quickly build structures that support and ensure the right activities occur as they should. With your teams you easily organize complex projects under pressure and can communicate updates and progress in clear and concise fashion.  


Intelligent - You bring a special blend of a knack for numbers and financial strategy but also have a track record of being able to collaborate with others to solve complex opportunities. You communicate your insights and engage others to unlock massive value.    


Relentless - Over your career you have fought many battles. You realize it's not always the quality of the strategy but sometimes a special kind of relentlessness that makes it work. You remain hopeful and positive in the face of adversity, execute fast, have a strong work ethic, reset with resilience and pivot quickly and easily where needed.  

Job Requirements



  • Hire and lead international and domestic finance direct reports, ensuring all documentation, deadlines, and KPIs are met.

  • Manage the implementation, strategy, and ongoing compliance of a sophisticated multi company and country corporate structure.

  • Oversight and team management for global full-cycle accounting and reporting, including preparation, evaluation, and presentation of individual and consolidated financial statements..

  • Build and implement a seamless integration of a global banking infrastructure that includes credit cards, private banking, and crypto currency.

  • You will provide guidance and leadership over key projects and initiatives including but not limited to land development project,  reporting, oversight of staff for both accounting department and Family Office staff 

  • Optimize the corporate ERP system and map out and own the implementation of new modules in line with corporate strategy and goals.

  • Oversee and manage all aspects of financial reporting across multiple business unit entities, including payables, receivables, payroll and tax, and consolidations.

  • Lead, create, and manage cross functional budgeting and budget to actual process.      

  • Tax planning and corporate structuring for the international business structure and operations. 

  • Build and own corporate financial model  and financial planning and analysis that includes all projected returns and budgets across all portfolio companies. 

  • Consolidation of monthly and annual books, management reporting within defined timelines 

  • Provide foresight on changing compliance with regulatory and governmental agencies.

  • Provide leadership in financial planning and management, ensuring the development of quarterly, annual, and long-term financial plans, budgets, and forecasts. 

  • Lead a review of financial operations to ensure timely and accurate reporting and forecasting ensuring the right KPIs are in place to support decision making. 

  • Provide executive management with advice on the financial implications and risks of business activities and make recommendations for mitigation. 

  • Ensure compliance with regulatory bodies, including tax, banking, SR&ED, etc. 

  • Drive the annual financial budgeting process and cash forecasting to ensure they are in sync with business objectives.

  • Participate in the leadership of strategic planning, providing recommendations to strategically enhance the financial performance and business opportunities for the organization. 

  • Develop and maintain relationships with external partners, suppliers, banks, lenders, and vendors. 

  • Provide advice and guidance to the management team on financial and legal considerations as they relate to business transactions. 

  • Facilitate and lead annual financial statement audits, serving as a liaison between external auditors and the Company.

  • Provide leadership and manage the objectives, goals, and development of the Finance team. 

  • Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.

  • Strong interpersonal skills and the ability to communicate and manage well at all levels of the organization.

  • High level of integrity and dependability with a strong sense of urgency and results-orientated.

  • Communicate one-on-one with different levels of employees. 

  • Manage cash flow inputs from operating companies in the portfolio develop comprehensive cash flow view across entities including forward 13 weeks 



  • MBA or similar degree in accounting or finance; CPA/CA designation required 

  • A minimum of 10 years of experience as head of finance (VP Finance / CFO) in a growing organization with multi business segments

  • 5 years experience operating accounting, roll-up, and tax in complex operating and tax structures with a minimum of 40 entities operating globally 

  • Minimum 10 years working with and/or reporting directly to UHNW founders / entrepreneurs that have a global footprint and a list of highly favorable references from entrepreneurial leaders 

  • Global accounting and tax experience with operations and reporting requirements in at least 4 countries ideally including Canada, US, and the Caribbean 

  • Experience in working with corporate financial modeling and investment analysis 

  • Must thrive in fast-paced, rapid-change, hyper-growth environments  

  • Track record of working with sales and marketing to create, execute, optimize and rethink, 

  • profitable growth strategies 

  • Superior interpersonal communication skills, with the ability to develop and maintain effective relationships with a variety of both internal and external teams 

  • Successful leadership of ERP system implementations  

  • Experience developing and mentoring a team of professionals into a high-performance team 

  • Experience with formal reporting requirements for investors, boards of directors, and other stakeholders


Preference will be shown to candidates that have experience in:  

  • Highly regulated industries, including beverage/cannabis/pharmaceutical/dietary supplements 

  • Real Estate or land development experience/construction

  • Establishing and managing international business units 

  • Raising capital, preparing companies and leading them through that process as well as exits

  • Experience with PCAOB audits and experience working through an IPO process. 

  • US markets - financial and tax

  • Experience in a high growth oriented organization, private equity company or owner experience  

  • Demonstrated ability to work in a proactively diverse and inclusive culture and effectively collaborate with all departments across the organization


  • In this role you will significantly contribute to the success of all businesses in our portfolio and will be rewarded commensurately. We provide an  aggressive base salary, with lucrative profit sharing and options across all businesses in our group.  Full medical benefits are provided as part of this roll. 


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