Chief Financial Officer

Job Description

REQUIREMENTS

• CPA and/or MBA preferred
• 8–10+ years in senior finance leadership; family office, multi-entity, or holding company experience strongly preferred
• Demonstrated ability to manage finances across diverse, fast-moving business lines
• High discretion, integrity, and comfort working directly with ownership
• Strong Excel/financial systems proficiency
• Entrepreneurial mindset — comfortable building structure where it doesn’t yet exist

RESPONSIBILITIES

• Oversee financial operations, reporting, and cash flow across all verticals
• Build and maintain financial systems, controls, and reporting cadences for a multi-entity structure
• Manage budgeting, forecasting, and treasury functions
• Liaise with banks, accountants, attorneys, and outside advisors
• Provide clear, regular financial reporting to ownership/leadership
• Support strategic decision-making across active and emerging business lines
• As trust is established, contribute to business development initiatives tied to growth across verticals

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