A confidential search for a financial leader who wants real ownership, not a seat in a corporate org chart. This is a small, discreet team where the CFO works directly with the principal and shapes how the whole finance function runs.
What You'll Do
Own financial reporting, consolidations, and the monthly and annual close across a multi-entity structure of trusts, LLCs, real estate, and investments
Manage cash, treasury, banking relationships, and capital calls and distributions
Coordinate tax planning and compliance with outside CPAs, attorneys, and trustees
Track performance across investment, real estate, and private business holdings and report it to the principal
Build budgets, forecasts, and cash flow models for family and entity-level decisions
Lead accounting staff, vendors, and systems
Tighten controls and keep the books audit-ready
Handle sensitive family financial matters with complete discretion
What You Need
10+ years in finance or accounting leadership
CPA required; MBA or CFA a plus
Family office, wealth management, private equity, real estate, or public accounting background strongly preferred
Working knowledge of trusts, partnerships, and multi-entity tax structures
Experience reporting on alternative and private investments
Strong Excel and accounting systems skills
Sound judgment and the ability to work one-on-one with a principal
What You'll Get
Direct access to the principal and a real voice in decisions
Freedom to build the finance function your way
Stable, long-term private ownership
Competitive base plus bonus
Ready to Make a Move? Send your resume. All inquiries are confidential.
