CFO - Family Office

1 month ago


Dallas, United States Dagen Full time

Chief Financial Officer – Family Office


Company Profile:

A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes.


CFO Role:

The CFO reports directly to the President and Chairman, both of whom are family members. The CFO is involved in several areas of the family office: accounting, financial reporting, cash management, investment reporting, tax preparation and review.


Firm Values:

  • Self-motivated individuals willing to work in a small family office environment.
  • An eye for detail and ability to focus on multiple deliverables.
  • Good communication to coordinate upcoming transactions in a timely manner.


Core Responsibilities:

  • Oversee and manage corporate finances.
  • Manage financial and operating budgets.
  • Manage accounting responsibilities within the monthly, quarterly, and annual closing cycles.
  • Reconcile internal investments and bank accounts.
  • Prepare family office reports for various entities.
  • Cash management between various entities.
  • Manage requests for capital calls, distributions, and reporting for the family investments.
  • Work with outside tax professionals to coordinate tax returns and filings.
  • At times, coordinate with outside estate planning attorneys and other legal counsel.
  • Maintain efficient internal controls and business processes.
  • Flexibility to complete projects as needed, depending on underlying investments.
  • Oversee firm HR operations by coordinating with external service providers (ex: payroll, benefits, etc.) and other aspects of HR.


Preferred Skills and Qualifications:

  • Excellent leadership skills and exceptional verbal, written and visual communication skills.
  • 5+ years of accounting experience in a combination of public accounting (either audit or tax), investing firm or family office.
  • Experience with alternative investments, private equity and partnership accounting.
  • Familiarity with tax reporting, including partnerships, corporations, foundations, and individuals.
  • B.A. or B.S. in Accounting or a related field.
  • Professional certification such as CPA (Certified Public Accountant).
  • Exceptional skills with Excel and QuickBooks.
  • Ability to be proactive in dealing with issues that may arise.


  • CFO - Family Office

    1 month ago


    Dallas, United States Dagen Full time

    Chief Financial Officer – Family OfficeCompany Profile:A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes.CFO Role:The CFO reports directly to the...

  • CFO - Family Office

    2 weeks ago


    Dallas, United States Dagen Full time

    Chief Financial Officer – Family OfficeCompany Profile:A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes.CFO Role:The CFO reports directly to the...

  • CFO - Family Office

    1 month ago


    Dallas, United States Dagen Full time

    Chief Financial Officer – Family OfficeCompany Profile:A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes.CFO Role:The CFO reports directly to the...

  • CFO, Family Office

    3 weeks ago


    Dallas, TX, United States Dagen Personnel Full time

    Chief Financial Officer – Family Office Company Profile: A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes. CFO Role: The CFO reports directly to...

  • CFO - Family Office

    3 weeks ago


    Dallas, TX, United States Dagen Full time

    Chief Financial Officer – Family Office Company Profile: A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes. CFO Role: The CFO reports directly to...


  • Dallas, TX, United States B2B CFO® Full time

    Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building...


  • Dallas, United States Mack & Associates, Ltd. Full time

    Must be willing to relocate (relocation package included) to the South West Central States area:An industry leader in the consumer products industry is looking for an experienced Executive Assistant to support the CFO, which will include highly visible communications with the Board of Directors/Senior Leadership teams. The Executive Assistant position is a...


  • Dallas, United States Mack & Associates, Ltd. Full time

    Must be willing to relocate (relocation package included) to the South West Central States area:An industry leader in the consumer products industry is looking for an experienced Executive Assistant to support the CFO, which will include highly visible communications with the Board of Directors/Senior Leadership teams. The Executive Assistant position is a...

  • CFO, Nonprofit

    2 weeks ago


    Dallas, Texas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • CFO, Nonprofit

    2 weeks ago


    Dallas, Texas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • CFO, Nonprofit

    4 weeks ago


    Dallas, Texas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • CFO, Nonprofit

    4 weeks ago


    Dallas, Texas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • CFO, Nonprofit

    4 weeks ago


    Dallas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 locations, and a global reach, we promise to know you and...

  • CFO, Nonprofit

    2 weeks ago


    Dallas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 locations, and a global reach, we promise to know you and...


  • Dallas, Texas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • CFO, Nonprofit

    4 weeks ago


    Dallas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • CFO, Nonprofit

    2 weeks ago


    Dallas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...


  • Dallas, Texas, United States Nexus Recovery Services Full time

    Nexus Family Recovery Center is seeking an experienced Chief Financial Officer (CFO) to join our team This position will be responsible for financial strategy, planning, analysis, reports, healthcare/fee for service billing, audits, compliance, and Chief Financial Officer, Financial, Officer, Accounting, Chief, Healthcare, Banking

  • Group Controller

    4 weeks ago


    Dallas, United States Now CFO Full time

    Job DescriptionJob DescriptionJob Title: Group ControllerLocation: Dallas, TXJob Overview:Our client is looking for a Full-time Group Controller to lead their accounting team. The Group Controller is tasked with the preparation, review, and analysis of monthly financial statements for various group entities, ensuring accuracy and compliance across the...

  • Group Controller

    3 weeks ago


    Dallas, United States Now CFO Full time

    Job DescriptionJob DescriptionJob Title: Group ControllerLocation: Dallas, TXJob Overview:Our client is looking for a Full-time Group Controller to lead their accounting team. The Group Controller is tasked with the preparation, review, and analysis of monthly financial statements for various group entities, ensuring accuracy and compliance across the...