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VP Of Finance

The Quest OrganizationPhiladelphia, PA

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Job Description

VP of Finance -Family Office

A Philadelphia-based family office managing a diversified portfolio across real estate and private equity is seeking a VP of Finance who wants to be more than a back-office operator—someone who will act as a strategic partner to the principals, interface directly with investors and counterparties, and grow into a future CFO.

This role is for you if:

  • You’re a CPA with 5-8+ years of experience and a track record of outperforming your peers.
  • You want to step out of a large, layered organization and take ownership of a full finance function.
  • You’re comfortable both closing the books and participating in investor and deal conversations.
  • You’re looking for a clear, merit-based path to CFO.

What You’ll Do:

  • Own the full accounting and financial reporting function across multiple entities (funds, holdcos, operating companies).
  • Prepare and present financial reporting packages to principals, investors, and external stakeholders.
  • Manage audits, tax processes (with external advisors), and banking relationships.
  • Support deal activity including due diligence, structuring, and post-acquisition integration.
  • Build and maintain financial models, cash flow forecasts, and investor reporting.
  • Establish and improve internal controls, processes, and systems as the firm scales.
  • Serve as a key point of contact for lenders, investors, auditors, and counterparties.

What You Bring:

  • CPA required with strong GAAP foundation.
  • 5-8+ years of progressive accounting/finance experience; public accounting background preferred.
  • Experience with multi-entity structures, fund accounting, partnership allocations, or consolidations.
  • Strong Excel and financial modeling skills; experience with systems such as QuickBooks, Sage, or Yardi.
  • Exposure to private equity, real estate, or investment management is a plus.
  • Strong communication skills and presence with senior stakeholders.
  • Self-starter mindset with a high level of ownership.

What We Offer:

  • Competitive base salary + performance-based bonus.
  • Clear, accelerated path to CFO.
  • Direct exposure to principals, investors, and live deal activity.
  • Opportunity to influence strategy, not just report on it.
  • Potential for co-investment or profit-sharing.
  • Lean, high-impact environment where your work is visible and valued. 

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FAQs About VP Of Finance Jobs at The Quest Organization

What is the work location for this position at The Quest Organization?
This job at The Quest Organization is located in Philadelphia, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Quest Organization?
Employer has not shared pay details for this role.
What employment applies to this position at The Quest Organization?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at The Quest Organization?
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