Overview

A privately held, entrepreneur-led organization is seeking a hands-on Chief Financial Officer to oversee finance, accounting, and strategic planning across a diversified platform that includes a single-family office and a project-based operating company. This role is ideal for a finance leader who enjoys working closely with ownership, operating in a lean environment, and balancing day-to-day execution with long-term financial stewardship.

Key Responsibilities

• Provide leadership over all accounting, financial reporting, and cash management activities across multiple related entities
• Manage banking relationships, credit facilities, and treasury activities, ensuring appropriate liquidity and risk controls
• Coordinate with external tax, legal, and advisory partners on compliance, structuring, and reporting matters
• Establish and enhance financial systems, controls, and reporting processes in a streamlined, hands-on environment
• Oversee financial operations for a project-driven operating business, including budgeting, forecasting, job cost analysis, and cash flow planning
• Support ownership with financial modeling, scenario analysis, and evaluation of new investments or projects
• Maintain oversight of family office financial matters such as entity accounting, investment tracking, and consolidated reporting
• Serve as a confidential, long-term partner to ownership on financial strategy, governance, and decision-making

Ideal Background

• 10+ years of progressive experience in finance and accounting
• Experience in project-based accounting and familiarity with family offices preferred
• Strong technical accounting foundation combined with practical business judgment
• Comfortable operating both strategically and tactically in a lean organization
• Bachelor’s degree in Accounting required & CPA preferred