Tasa365 LLC · 3 weeks ago
CFO/COO for Wealth Management/Family Office - Korean/English Bilingual
Fort Lee, NJ
Full-time
Onsite
Lead/Staff, Director/Executive
$200K/yr - $200K/yr
5+ years expTasa365 LLC is a Family Office in Wealth Management seeking a bilingual Korean/American candidate for the CFO/COO role. The position involves overseeing financial strategy, investment management, and operational efficiency within the organization.
Information Technology & Services
Responsibilities
Work with senior managers to efficiently develop budget proposals, provide access to project finance information, and ensure contract/grant compliance and reporting
Research revenue opportunities and economic trends, analyze internal operations, and identify areas for efficient tax management and proactive tax-saving measures and process enhancement
Perform risk management through analysis of company liabilities and investments, and evaluate and manage capital structure
Oversees a family office’s investment strategies, portfolio management, and financial growth initiatives
Oversee HR operations by coordinating with external service providers (ex: payroll, benefits, recruitment) and internal staff responsible for other aspects of HR
Monitor business and investment performance with tracking tools, establish corrective measures as needed, and prepare detailed reports for the management team and the rest of the family office
Manage finance personnel and oversee financial IT systems, ensuring compliance with relevant regulatory entities
Design and implement investment policies, risk management frameworks, and financial models
Evaluate and manage private equity, fixed income, derivatives, real estate, and alternative investment portfolios
Lead the financial analysis and execution of new investment opportunities
Define and implement risk management strategies to safeguard company assets
Oversee due diligence processes for potential acquisitions, mergers, and partnerships
Report investment performance, portfolio risks, and financial forecasts to the CEO
Qualification
Required
Five or more years of experience in executive leadership roles
Excellent leadership skills, with steadfast resolve and personal integrity
Exceptional verbal, written, and visual communication skills
Understanding of advanced accounting, regulatory issues, and tax planning
Knowledge of investment of public and private equities and portfolio management
Working knowledge of how to raise capital outside traditional lines of credit
Proficient in reading, writing, and speaking Korean
Preferred
Majored in accounting, business management, and/or finance
Investment and business management and finance experience
Experience in mergers and acquisitions and investor relations
Executive experience with SaaS business models and their associated revenue recognition
Professional certification (ex: Certified Public Accountant) preferred
Benefits
401K
PTO (Paid Time Off) & Vacation Days
Health, Dental and Vision Insurance
Wellness Support Program
Summer Fridays
Company
Tasa365 LLC
Our Business Services: TASA365 is a leading boutique firm specializing in Financial Services, Healthcare & Life Sciences, Technology, Global Supply Chain & Logistics, and Real Estate.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase