Senior Finance Executive

2 weeks ago


Dallas, Texas, United States Thoma Family Office Full time

Position Overview

The Thoma Family Office is in search of a seasoned Chief Financial Officer to oversee financial operations and strategic planning. This pivotal role will encompass comprehensive financial management, including investment oversight, compliance with tax regulations, and the overall financial health of the organization.

The ideal candidate will possess extensive experience in financial leadership, with a focus on strategic analysis and operational efficiency. This position demands a visionary approach, ensuring that all financial activities align with the organization's long-term objectives.

Key Responsibilities:

  • Act as a strategic financial advisor to the leadership team.
  • Manage daily financial operations, including transaction processing, invoice assessments, and contract negotiations.
  • Lead the finance and accounting team, establishing policies that enhance efficiency and security.
  • Supervise the preparation of financial statements on a monthly, quarterly, and annual basis.
  • Generate a variety of financial and operational reports as needed by the leadership.
  • Ensure accurate preparation and submission of tax returns, with a focus on multi-state nonprofit compliance.
  • Oversee banking and investment partnerships, serving as the primary liaison with external financial professionals.
  • Evaluate and refine procedures for financial approvals and processing.
  • Act as a key contact during investment transactions.
  • Maintain an organized system for financial documentation, including records and reports.

Qualifications:

  • A minimum of 10 years of experience in a similar financial leadership role within a family office.
  • Advanced degree in finance or accounting; CPA designation preferred but not mandatory.
  • Comprehensive understanding of nonprofit financial management, trusts, and estate planning.
  • Proficient in Excel and the Microsoft Office Suite.
  • A collaborative mindset, eager to work within a dynamic and innovative team.
  • Technologically adept, with experience in digital file management and financial software.


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