Principal Advisor

Cesna Group

$120K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years of experience in finance, corporate development, or wealth management
  • Proven ability to handle financial and legal matters independently
  • Creative problem solver with a proactive approach
  • Excellent time management skills in fast-paced environments
  • Commitment to high ethical standards and ownership
  • Strong financial literacy with hands-on investment experience
  • Experience managing international business entities
  • High discretion and trustworthiness in dealings with senior principals and stakeholders
  • Exceptional communication and organizational skills
  • Bilingual in Korean and English preferred

Responsibilities

  • Report to and advise the Principal on business agenda items and key decisions
  • Act as primary liaison between the Principal and management
  • Collaborate with senior management to support business operations
  • Review and manage major contracts and legal matters
  • Oversee finance and accounting, ensuring compliance and accuracy
  • Evaluate and manage corporate development initiatives and partnerships
  • Monitor performance of subsidiaries and international entities
  • Lead real estate transactions and investment evaluations
  • Administer the Principal's private wealth management and tax planning
  • Identify and execute cost-saving initiatives while managing cash flow

Benefits

  • Comprehensive health insurance
  • 401K plan
  • Paid time off (PTO)
  • Sick days
Full Job Description
Job Summary
  • We are seeking a Principal Advisor ? a hands-on, autonomous executive who will personally own and
  • execute across a broad portfolio spanning finance, investments, real estate, and multi-entity
  • management. This is not a coordination or delegation role; the right candidate brings at least 7?10 years
  • of deep, cross-disciplinary expertise and operates with the judgment and independence needed to lead
  • high-stakes financial, operational, and international matters directly on behalf of the Principal.
Job Description
  • RESPONSIBILITIES:
  • Executive Administration
  • -Report to Principal on various business agenda items and advise Principal on key decisions
  • -Serve as the Principal's primary liaison with management and key point of contact for business
  • network
  • -Support business operations through collaboration with senior management and department
  • leaders
  • -Review major contracts, help review key legal matters and coordinate with counsel as needed
  • Finance & Accounting
  • -Oversee finance and accounting functions, ensuring accuracy and compliance
  • -Review financial reports and perform financial analysis
  • -Manage cash flow and proactively identify and secure funding resources
  • -Identify and execute cost-saving initiatives
  • Corporate Development
  • -Drive business improvement initiatives and lead strategic planning and execution
  • -Evaluate and advance corporate development opportunities (e.g., strategic partnerships)
  • -Monitor subsidiary performance and oversee reports and major decisions for international
  • entities
  • -Lead transactions related to real property assets
  • Investment Portfolio & Wealth Management
  • -Monitor and manage commercial real estate investment holdings
  • -Serve as primary liaison with investment partners, advisors, and asset managers
  • -Evaluate and execute new investment opportunities on behalf of the Principal
  • -Oversee managing the Principal's private wealth portfolio, and assist in tax and estate planning
Qualifications
  • -Minimum 7?10 years of progressive experience spanning two or more of: corporate finance,
  • corporate development, institutional finance transactions, commercial real estate finance,
  • senior executive operations, private wealth management, family office, or principal advisory
  • services
  • -Demonstrated ability to independently own and execute across finance, legal and operational
  • matters without delegation
  • -Ability to think creatively and proactively find solutions to solve real business challenges
  • -Ability to work in a fast-paced environment and prioritize with a high sense of urgency
  • -Extraordinary ethical standards with a strong sense of ownership
  • -Strong financial acumen, including direct experience with financial reporting, cash management,
  • and investment oversight
  • -Experience managing business entities, including cross-border and international operations
  • -Proven ability to work in high-trust, high-discretion environments with senior principals
  • -Exceptional analytical, organizational, and written communication skills
  • -Comfortable acting as proxy and representative for the Principal across a range of stakeholder
  • interactions
  • -Bilingual Korean and English (strongly preferred)
What's On Offer

Comprehensive health insurance, 401K, PTO, Sick days

Apply online or feel free to contact us directly for more information about the opportunity. Due to the high volume of applicant, we regret to inform that only shortlisted candidates will be notified. Thank you for your understanding.

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