Head of Finance

About the role

This role exists to build and lead the financial architecture for a growing ecosystem of operating companies, investment vehicles, and family office activities. This role exists to give leadership clear visibility, disciplined judgment, and real-time control across a complex, multi-entity platform. This person will work directly with Peter Rex and senior leadership as the strategic financial quarterback for the organization.

Responsibilities

• Build ecosystem-level financial visibility across operating companies, investment vehicles, family office activities, and intercompany structures.
• Own consolidated forecasting, budgeting, scenario planning, and liquidity planning across the full platform.
• Create capital allocation frameworks that guide investment decisions, operating company funding, debt usage, and reserve strategy.
• Led cash management across entities, banks, currencies, operating accounts, investment accounts, and treasury workflows.
• Manage lender relationships, negotiate credit lines, evaluate debt facilities, and support long-term capital structure strategy.
• Lead financial reporting packages for Peter Rex, senior leadership, investment partners, lenders, and key stakeholders.
• Oversee corporate accounting, fund accounting, intercompany allocations, consolidations, and entity-level financial governance.
• Partner with tax advisors, legal counsel, and leadership to drive tax planning, entity structuring, and ownership-related financial strategy.
• Design employee financial incentive models that align performance, ownership, and long-term value creation.
• Evaluate investment opportunities, capital deployment requests, business plans, and downside risk with clear analytical judgment.
• Implement and optimize finance systems such as NetSuite, Adaptive Planning, Anaplan, Carta, banking platforms, and reporting tools.
• Establish financial controls, approval workflows, reporting cadences, and accountability mechanisms across the ecosystem.
• Deliver hard truths quickly, clearly, and without politics when numbers reveal risk, waste, or weak thinking.
• Build a finance function that scales without becoming bureaucratic.

Requirements

8-12 years of finance leadership experience in private equity, family office, holding company, investment management, or multi-entity operating environments.

Proven experience managing complex ownership structures, intercompany activity, investment vehicles, and operating company financials.

Strong background in capital allocation, capital deployment oversight, treasury, lender management, and debt strategy.

Firsthand experience negotiating debt facilities, credit lines, banking relationships, and liquidity structures.

Deep corporate accounting and fund accounting fluency, including consolidations, allocations, entity reporting, and governance.

Advanced financial modeling skills across forecasting, scenario analysis, liquidity planning, underwriting, and portfolio-level reporting.

Experience with NetSuite, Adaptive Planning, Anaplan, Carta, Excel, BI tools, banking portals, and modern finance workflows.

Bachelor’s degree required. CPA, CFA, or MBA preferred but not required.

Capable of building systems personally, not just directing others to build them.

Exceptional judgment under ambiguity, with ability to simplify complex financial realities into clear decisions.

High ownership, high urgency, and no tolerance for sloppy numbers or vague accountability.

Comfortable working directly with founders, principals, investors, operators, lenders, attorneys, and tax advisors.

Intellectually honest, direct, and willing to challenge assumptions when the facts demand it.

Strong alignment with the Rex mission and long-term platform-building mindset.