Job Description
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Overview
A privately held, entrepreneur-led organization is seeking a hands-on Chief Financial Officer to oversee finance, accounting, and strategic planning across a diversified platform that includes a single-family office and a project-based operating company. This role is ideal for a finance leader who enjoys working closely with ownership, operating in a lean environment, and balancing day-to-day execution with long-term financial stewardship.
Key Responsibilities
- Provide leadership over all accounting, financial reporting, and cash management activities across multiple related entities
- Manage banking relationships, credit facilities, and treasury activities, ensuring appropriate liquidity and risk controls
- Coordinate with external tax, legal, and advisory partners on compliance, structuring, and reporting matters
- Establish and enhance financial systems, controls, and reporting processes in a streamlined, hands-on environment
- Oversee financial operations for a project-driven operating business, including budgeting, forecasting, job cost analysis, and cash flow planning
- Support ownership with financial modeling, scenario analysis, and evaluation of new investments or projects
- Maintain oversight of family office financial matters such as entity accounting, investment tracking, and consolidated reporting
- Serve as a confidential, long-term partner to ownership on financial strategy, governance, and decision-making
Brandon Clark’s LinkedIn profile is open to receive message from anyone, please reach out to inquire.
Ideal Background
- 10+ years of progressive experience in finance and accounting
- Experience in project-based accounting and familiarity with family offices preferred
- Strong technical accounting foundation combined with practical business judgment
- Comfortable operating both strategically and tactically in a lean organization
- Bachelor’s degree in Accounting required & CPA preferred
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Brandon Clark’s LinkedIn profile is open to receive message from anyone, please reach out to inquire.
Job Tags
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