Chief Financial Officer

About the role

Location: Tulsa, OK. The Chief Financial Officer (CFO) oversees the financial operations, reporting, and strategic tax planning for the family office. This role combines hands-on financial management (bill pay, accounting, consolidated reporting) with high-level advisory responsibilities (tax strategy, healthcare cost analysis, and financial planning) to protect and grow family wealth across multiple entities.

Responsibilities

• Oversee day-to-day cash management, including bill payment processes across all family entities and personal accounts, plus banking relationships, cash flow forecasting, and liquidity planning
• Establish and maintain internal controls over disbursements and financial transactions
• Prepare and review monthly, quarterly, and annual financial statements for all family entities, ensuring accurate, timely reporting to family principals and advisors
• Develop dashboards and reporting tools to give the family clear visibility into overall financial position
• Manage consolidated financial reporting across multiple entities, trusts, LLCs, and investment vehicles, including intercompany transactions and eliminations
• Coordinate with outside accountants/auditors on consolidated audits or reviews, if applicable
• Analyze and report on healthcare-related costs and benefits for family members and/or employees, including evaluating plan options, self-insurance strategies, and cost-containment opportunities
• Develop and implement proactive tax planning strategies across income, estate, and gift tax matters
• Coordinate with external tax advisors, CPAs, and legal counsel on entity structuring and tax compliance, and oversee preparation and filing of tax returns across all entities
• Monitor changes in tax law and assess impact on the family's financial strategy
• Serve as a trusted financial advisor to family principals on major financial decisions, including estate planning, wealth transfer strategies, and philanthropic planning
• Evaluate and monitor investment performance in coordination with investment advisors

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA and/or MBA strongly preferred
• 10+ years of progressive financial leadership experience, ideally in a family office, private wealth, public accounting, or corporate finance environment
• Deep knowledge of tax strategy, entity structuring, and consolidated financial reporting
• Experience with multi-entity accounting systems and financial reporting tools
• High level of discretion and trustworthiness given access to sensitive family financial information
• Strong communication skills, able to translate complex financial matters for non-financial family members

Pay

$180k-$200k/year