At Cox, we’re forward-thinking innovators who put people first. Our award-winning workplace culture is centered on inclusion and kindness, and we’re looking for people to join our mission to be a force for good in the world. Come build a better future with us across automotive, communications, the environment and more.

We want to do everything we can to keep our employees safe and healthy. Therefore, where permitted by applicable law, you will need to be fully vaccinated against COVID-19 to be considered for this U.S.-based job. Reasonable accommodations for medical and religious objections will of course be considered.

Keep reading to learn more about this opportunity to join the Cox family of businesses.

Cox Enterprises is a global company with approximately 55,000 employees and $21 billion in revenue. Cox remains a values-driven private corporation that can invest in long-term growth and is proud of its four-generation family leadership. Through our major divisions—Cox Communications and Cox Automotive —we lead in the communications and automotive industries. Our widely recognized national brands include Autotrader, Kelley Blue Book, and Cox Homelife.

The Family Office and Private Trust Company

The Cox Family has a highly complex Family Office and Private Trust Company (referred to below as “family office”) run out of Atlanta, GA. The primary purpose of the Family Office is to protect and serve the personal, financial, trust, and estate planning interests of this multi-generational family spanning G3-G5.  The Family Office oversees and manages 10+ individual family households and staff which are geographically dispersed throughout the United States, as well as internationally.  Additionally, the family operates a private trust company that serves as a trustee to the family’s trusts.

The Role

The VP, Finance is a key member of the leadership team and will report to the CEO of the Cox Family Office. The VP, Finance provides fiduciary oversight for a diverse portfolio of financial interests and, as a financial expert, is responsible for (a) improving upon and overseeing core finance & accounting, and wealth management, investments, & risk management processes, (b) providing fiduciary oversight and reporting, (c) supporting sound internal financial decision-making, and (d) providing clients (family members, trusts and ventures) with outstanding financial support. The VP, Finance also helps ensure the effective administration of trusts and provides fiduciary insight and counsel to corporate trustees. As part of this role, the VP,  Finance leads teams of FP&A professionals and investment strategists.

This individual must be highly ethical, trustworthy, organized, experienced with managing complex family member holdings and, above all, a fiduciary that shares the Cox Family Values. The Family Office operates in close collaboration with the Company and Senior Leadership, in offices located at its Atlanta headquarters. This is a unique opportunity to work closely with experienced Family Office, Private Trust Company, and Corporate visionary business leaders to drive change and execute strategy across the family’s financial planning, trusts, investments, and philanthropic initiatives.  This candidate is a high-impact professional with exceptional emotional intelligence and change management skills, thrives in a team environment, focuses on measurable results, and is motivated by the mission and values of both the Family and the Company.  While having a highly technical understanding of the subject matter for the position is essential, the cultural fit is a critical factor in identifying the right candidate. 

Responsibilities

Financial Planning & Analysis

Manage the annual budget process for all family households and holdings.

Align and engage inside and outside money managers and financial planners as appropriate.

Streamline the finances and provide transparency for all beneficiary members by actively managing cash flow decisions and acting as custodian, conscience, advisor, and educator

Provide, maintain, measure, and report on operating budgets for the family office, family members, and all affiliated businesses.

Lead the finance and accounting team to prepare and maintain regular financial planning reports and forecasts at the consolidated and entity level including sources and uses of cash within and across entities.

Support decision-making within the organization with practical and rigorous analytics.

Assist in financial and economic due diligence of prospective investment deals, including real estate, private equity, and venture businesses.

Assist stakeholders/clients in the structuring of terms for new and ongoing deals.

Investment Strategy & Stewardship, & Risk Management

Deliver sound investment, financial, risk management, and regulatory expertise by sourcing, evaluating and developing productive relationships with outside advisors.

Manage and facilitate the design, development, and implementation of the family’s evolving/future overall portfolio strategy, with internal and external advisors as needed; deliver a validated portfolio model.

Work closely with the family’s Investment Committee to help implement investment policies and asset allocation models, analyze investment opportunities, monitor investment performance, and oversee any external investment managers or investment consultants.

In partnership with VP, Tax, develop and implement tax-efficient wealth transfer strategies, including trust and entity design.

Lead collaborative team with all entities for whole-systems planning.

Ensure liquidity planning and cash management incorporating family’s Investment Committee decisions, family needs and portfolio company requirements.

Optimize risk management strategies, including asset protection, insurance, and investment oversight.

Accounting & Cash Management

Enhance and implement financial and accounting systems, processes, tools and control systems and ensure maintenance of appropriate internal controls and financial procedures.

Ensure timeliness, accuracy and usefulness of financial and management reporting.

Partner with VP, Tax to ensure timely and accurate filing of all tax returns.

Serve as a key point of contact for external auditors; manage preparation and support of all external audits.

Ensure legal and regulatory compliance regarding all financial functions.

Review all month-end closing activities including general ledger maintenance, balance sheet reconciliations and cost allocations.

Entity Standards and Oversight

Ensure effective financial planning and management, including budget preparation, cash flow management and re-forecasting.

Ensure appropriate, timely financial compliance and reporting for all entities served by the family office.

Ensure compliance with relevant legal requirements, regulations and minimum standards.

Ensure appropriate and necessary controls are in place and documented to pass audit or inspection by any governing body.

Develop and maintain systems of internal controls to safeguard financial assets of the family, trusts and family office entities, including but not limited to independent auditors and regulatory compliance review.

Ensure timely and accurate disbursement of funds.

Client Service Provision

Oversee finance and accounting services such as reporting, risk management, bill pay, and payroll administration.

Support financing and financial operations related to residential holdings and acquisitions.

Work with the Family Offices’ Real Estate director in managing real estate holdings.

Plan and ensure attainment of short- and long-term financial goals and support ventures in achievement of broader strategic and operational goals.

Ensure all team members who interact directly with client companies, family members and internal stakeholders bring an outstanding customer service orientation and make our team a pleasure to work with.

Qualifications:

 CPA Required

Relevant experience in the family office/wealth management industry/private trust company with an emphasis on trusts

Demonstrated skills and experience in providing quality financial management, accounting, and tax compliance for individuals, trusts, partnerships, and other entities

Solid foundation in fiduciary accounting and standards

Solid foundation in reporting for individuals, trusts, and entities held by trusts

Solid foundation in individual, partnership, and trust income tax and estate tax planning

Strong understanding of financial reporting, cash flow and liquidity statements, and projections for trusts

Solid understanding of investment reporting for individuals, partnerships, and trusts

Knowledgeable about all areas of wealth management, risk management, and family generational planning across a broad range of asset classes

Prior experience working with/advising multigenerational families of significant wealth with both directly held assets and assets held in trusts

Prior experience working with/advising a private trust company

Who We Are

About Cox 

We are the Cox family of businesses. We’ve been making our mark since 1898 by building and evolving world-class businesses, staying true to our values, and encouraging top talent to always look for growth and impact while building a career with us.  Our primary divisions – Cox Communications and Cox Automotive – are driving a new wave of innovation, powering smart cities with powerhouse broadband communications and pioneering greener, more progressive transportation alternatives for individuals and fleet operators.  We’re also expanding into new spaces like cleantech and healthcare to rev up our momentum toward building a better future for the next generation.  We’re looking for the talent today who will be our leaders tomorrow. Sound intriguing? Learn more about where we are today, where we hope you’ll be going with us, and the common purpose that unites us at coxenterprises.com. 

Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO).  For more details on what benefits you may be offered, visit our benefits page.

Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

Statement to ALL Third-Party Agencies and Similar Organizations:  Cox accepts resumes only from agencies with which we formally engage their services.   Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.