CFO - Family Office
4 weeks ago
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
4 weeks ago
Dallas, United States Dagen Full timeChief 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
4 weeks ago
Dallas, United States Dagen Full timeChief 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 week ago
Dallas, United States Dagen Full timeChief 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, TX, United States Dagen Personnel Full timeChief 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
2 weeks ago
Dallas, TX, United States Dagen Full timeChief 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...
-
Chief Financial Officer
2 weeks ago
Dallas, TX, United States B2B CFO® Full timeSeeking 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...
-
Executive Assistant to the CFO
1 month ago
Dallas, United States Mack & Associates, Ltd. Full timeMust 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...
-
Executive Assistant to the CFO
1 month ago
Dallas, United States Mack & Associates, Ltd. Full timeMust 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...
-
Executive Assistant to the CFO
1 month ago
Dallas, United States Mack & Associates, Ltd. Full timeMust 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
3 weeks ago
Dallas, Texas, United States CliftonLarsonAllen Full timeCLA 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
3 weeks ago
Dallas, Texas, United States CliftonLarsonAllen Full timeCLA 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
1 week ago
Dallas, Texas, United States CliftonLarsonAllen Full timeCLA 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
1 week ago
Dallas, Texas, United States CliftonLarsonAllen Full timeCLA 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 Advisory Services
4 weeks ago
Dallas, United States East 57th Street Partners Full timeThis is East 57th Street Partners... WE KNOW THE RIGHT PEOPLE. MORE IMPORTANTLY, THE RIGHT PEOPLE KNOW US At East 57th Street our business is professional accounting, human resource, technology, executive search, and strategic business advisory services. Our products are high caliber, self-motivated, and self-managed professionals who provide superior...
-
CFO, Nonprofit
1 week ago
Dallas, United States CliftonLarsonAllen Full timeCLA 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
3 weeks ago
Dallas, United States CliftonLarsonAllen Full timeCLA 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
3 weeks ago
Dallas, United States CliftonLarsonAllen Full timeCLA 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
1 week ago
Dallas, United States CliftonLarsonAllen Full timeCLA 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...
-
Vice President Finance
3 weeks ago
Dallas, United States US Anesthesia Partners Full timeUS Anesthesia Partners is the highest-quality single-specialty anesthesia practice in the United States, with over 5,000 employees distributed across 12 states. Our clinical and non-clinical staff support each other as they work toward a common vision: Empowering people to advance exceptional care. The Vice President of Finance/CFO is responsible for leading...
-
Group Controller
3 weeks ago
Dallas, United States Now CFO Full timeJob 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...