Chief Financial Officer (CFO/COO) Texas-Based, National Search

$450,000 - $450,000/Yr

Unclassified - Houston, TX

Full-time - Senior

Houston, TX

About the position

The Chief Financial Officer (CFO) will play a pivotal role in managing the financial operations of a Texas-based family office. This position involves overseeing a diverse portfolio of financial interests, providing fiduciary oversight, and ensuring effective financial management across various entities. The CFO will work closely with the founder and the Managing Partner, focusing on financial growth, risk management, and supporting the family's ventures.

Responsibilities

• Enhance and implement financial systems, processes, tools, and internal controls
• Ensure timely and accurate financial and management reporting
• Oversee external audits and ensure compliance with legal and regulatory standards
• Review month-end closing activities, including general ledger maintenance and reconciliations
• Manage the annual budget process for all family households and businesses
• Collaborate with the family's Investment Committee to develop portfolio strategies
• Provide transparency to beneficiary members by managing cash flow decisions
• Lead financial planning reports and forecasts at both consolidated and entity levels
• Conduct financial analysis and due diligence on private equity and venture capital deals
• Lead income and estate tax planning in partnership with accountants, tax advisors, and attorneys
• Implement the family's portfolio strategy, overseeing investment policies and asset allocation
• Manage relationships with external advisors to ensure sound risk management
• Ensure effective liquidity planning and cash management for family needs
• Oversee financial planning and management across all entities
• Maintain robust internal controls to safeguard financial assets
• Lead efforts to ensure audit compliance and regulatory review readiness
• Manage financial reporting processes and ensure timely fund disbursements
• Provide client services such as tax preparation, risk management, and payroll administration
• Support financial operations related to residential holdings and acquisitions
• Plan and manage real estate holdings to support the family's strategic goals

Requirements

• 10-15 years of experience in accounting, financial planning, compliance, or treasury
• At least 5 years advising or working for family-owned businesses
• Experience with foundations, trusts, S-Corporations, Partnerships, LLCs, and Real Estate Partnerships
• Bachelor's degree required; CPA strongly preferred
• Proven experience in team management and performance leadership
• Strong expertise in budgeting, fiscal management, and nonprofit financial principles
• Ability to work across diverse legal entities and develop internal control systems
• Proficient in ERP systems, financial software, and Microsoft Excel

Benefits

• Relocation assistance
• Full corporate benefits package
• Competitive salary starting at $450K+, depending on experience