Chief Financial Officer - Lampton Holdings
- Oversee general accounting functions, including financial statement preparation, consolidations, and internal reporting.
- Ensure compliance with GAAP and all relevant financial regulations.
- Lead budgeting, forecasting, and cash flow planning across multiple entities.
- Monitor and report on investment performance, including real estate and private equity holdings.
- Prepare timely and detailed financial reports for family members, trusts, and internal stakeholders.
- Manage tax strategy and coordinate with external advisors for filings and planning. Ensure compliance with federal, state, and local tax regulations.
- Oversee trust and estate planning initiatives in partnership with legal counsel. Identify and mitigate financial risk through internal controls and governance policies.
- Evaluate development costs, capital expenditures, and return on investment. Support financing strategies for real estate projects and portfolio expansion.
- Analyze new investment opportunities and help optimize existing assets for long-term growth.
- Manage payroll, accounts payable, and receivables for family-related entities. Maintain banking relationships and ensure liquidity management.
- Provide support to family members for estate planning, philanthropic initiatives, and personal financial matters.
- Assess and improve financial systems and tools, including accounting software and reporting platforms.
- CPA designation (or equivalent certification).
- Minimum of 5+ years of experience in accounting or financial management, preferably within a family office, real estate, private equity, or wealth management setting.
- Strong knowledge of GAAP, tax law, and financial reporting standards.
- Ability to build trust with both high-level leadership and legal counsel, and to navigate complex entity structures.
- High level of discretion, professionalism, and independent judgment. Excellent communication and interpersonal skills.
- Experience working in or alongside public accounting firms. Familiarity with real estate development or investment analysis.
- Exposure to manufacturing operations or a demonstrated willingness to learn. Proficiency in financial tools such as QuickBooks, Sage, Yardi, MRI, or equivalent systems.
- Experience working directly with family members or high-net-worth individuals in a private office setting.
Performance-based incentives tied to company growth
A long-term leadership opportunity within a stable, people-centered organization For more information, please review the Opportunity Profile.
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