CFOController

Chief Financial Officer / Controller Family Office
Tulsa Oklahoma

POSITION OVERVIEW

The Chief Financial Officer / Controller will oversee the family offices accounting financial reporting cash management and financial operations across multiple entities trusts and investment vehicles.

Serving as a trusted partner to family principals and the CEO this individual will provide clear financial information support business and investment decisions and strengthen processes and internal controls. The CFO / Controller will work closely with staff and outside accounting tax legal and investment advisors.

KEY RESPONSIBILITIES

• Lead day-to-day accounting and financial operations including bill payment account reconciliations and oversight of transactions across family entities and personal accounts.

• Prepare and review monthly quarterly and annual financial statements ensuring accurate and timely reporting to family principals and advisors.

• Manage consolidated reporting across entities trusts LLCs and investment vehicles including intercompany transactions and eliminations.

• Develop dashboards and reporting tools that provide clear visibility into the familys overall financial position.

• Oversee cash management banking relationships cash flow forecasting and liquidity planning.

• Develop and monitor budgets covering operating expenses investment activity and other financial commitments.

• Establish and maintain internal controls over disbursements financial transactions and confidential financial information.

• Evaluate accounting systems and processes recommend improvements and assess opportunities to use outside service providers.

• Coordinate with external tax advisors on tax planning and compliance ensuring accurate records and timely completion of required filings.

• Work with legal and financial advisors to support estate planning wealth transfer entity structuring and philanthropic activities.

• Analyze investment and portfolio financial performance in coordination with the CIO and investment advisors.

• Evaluate healthcare-related costs and benefits for family members and/or employees including plan options and opportunities to manage costs.

• Coordinate external audits or financial reviews as needed and oversee financial risk management.

• Lead and develop staff through clear expectations ongoing feedback and opportunities for professional growth.

• Provide financial analysis for major decisions and lead special projects as needed.

QUALIFICATIONS

• Bachelors degree in Accounting Finance or a related field; CPA and/or MBA preferred.

• At least 10 years of accounting and financial leadership experience ideally within a family office private wealth public accounting or corporate finance environment.

• Strong knowledge of accounting consolidated financial reporting budgeting cash management and internal controls.

• Experience managing accounting and reporting across multiple entities.

• Working knowledge of tax matters and the ability to coordinate effectively with outside tax specialists.

• Experience with accounting systems and financial reporting tools.

• Ability to lead a small hands-on team while remaining actively involved in daily financial operations.

• Strong analytical and communication skills including the ability to explain financial matters clearly to nonfinancial audiences.

PERSONAL ATTRIBUTES

• Sound judgment integrity and discretion when handling sensitive family and financial information.

• Organized and detail-oriented with a practical approach to improving processes.

• Collaborative leadership style and a commitment to a productive supportive office culture.

• A long-term approach to building relationships with family principals colleagues and advisors.

• A service-oriented mindset and willingness to contribute at every level.

• Initiative and the ability to work independently while keeping key stakeholders informed.