Family Office CFO

We are pleased to have been retained by our highly entrepreneurial client in the search for their next Chief Financial Officer This is a remote position and can be based anywhere within the United States.

The ideal candidate will bring a track record of success in entrepreneurial settings, demonstrated experience in mergers and acquisitions, and a willingness to be actively involved in the day-to-day financial operations. We seek a CFO who is adaptable, strategic in approach, highly collaborative, and an exceptional communicator.

If you thrive in dynamic environments and are eager to play a key role in driving business growth and operational excellence, we encourage you to apply.

Responsibilities

Family Office – Real Estate, Trusts, Estates, & Other Investments

• Oversee all accounting and financial reporting for the family office, including consolidated statements.
• Manage family real estate portfolio : acquisition analysis, financing, budgeting, lease management, tax optimization, and property performance reporting.
• Monitor investment portfolios (private and public assets), preparing performance and risk analyses.
• Liaise with family members, providing clear financial communications and regular reporting.
• Lead cash flow management and liquidity planning across family entities.

Oil & Gas Enterprise Responsibilities

Family Foundation

Qualifications

Reporting

Salary Range

$250,000 - $300,000

CBIZ Talent Solutions is an Equal Opportunity Employer. CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

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