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Robert Half International CFO-Family Office in San Mateo, California


If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume. You may also contact my direct line at 925 357-1313.


As a member of the leadership team, the CFO-FO will be an advisor to the Principal, evaluating and assisting with the family’s financial plans, budgeting and economic modeling. The CFO-FO will be responsible for overseeing all fiscal responsibilities along with compliance for the organization.


The Role:

  • Assess the financial performance against budget and forecast the offices long-term strategy, monitoring expenditures and cash flow.

  • Ensure and oversee accounting and investment reporting systems to provide timely and accurate financial reporting.

  • Forecast and manage tax liabilities, co-preparing tax forms with support of outside tax firm and executing tax payments.

  • Oversee and implement long term portfolio management strategy with support of external firms

  • Review, approve, and execute estate planning work with support from outside law firm and vendor.

  • Oversee family foundation.


  • Advanced degree in business management strongly preferred, or advanced credential like CPA preferred.

  • 8-12 years of experience in senior Finance role.

  • Tech-savvy with knowledge of both current and evolving technology platforms.

  • Up-to date knowledge of financial, accounting, risk principles and tax issues.

  • Personal qualities of entrepreneurship, honesty, integrity, credibility, professionalism, and dedication.

For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume. You may also contact my direct line at 925 357-1313.

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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Salary: DOE

Location: San Mateo, CA

Date Posted: February 14, 2021

Employment Type: Full-time

Job Reference: 00412-9502853880

Staffing Area: Full-Time Accounting u0026 Finance