CFO/Controller

Chief Financial Officer / Controller – Family OfficeTulsa, Oklahoma

POSITION OVERVIEW

The Chief Financial Officer / Controller will oversee the family office’s accounting, financial reporting, cash management, and financial operations across multiple entities, trusts, and investment vehicles.

Serving as a trusted partner to family principals and the CEO, this individual will provide clear financial information, support business and investment decisions, and strengthen processes and internal controls. The CFO / Controller will work closely with staff and outside accounting, tax, legal, and investment advisors.

KEY RESPONSIBILITIES

• Lead day-to-day accounting and financial operations, including bill payment, account reconciliations, and oversight of transactions across family entities and personal accounts.

• Prepare and review monthly, quarterly, and annual financial statements, ensuring accurate and timely reporting to family principals and advisors.

• Manage consolidated reporting across entities, trusts, LLCs, and investment vehicles, including intercompany transactions and eliminations.

• Develop dashboards and reporting tools that provide clear visibility into the family’s overall financial position.

• Oversee cash management, banking relationships, cash flow forecasting, and liquidity planning.

• Develop and monitor budgets covering operating expenses, investment activity, and other financial commitments.

• Establish and maintain internal controls over disbursements, financial transactions, and confidential financial information.

• Evaluate accounting systems and processes, recommend improvements, and assess opportunities to use outside service providers.

• Coordinate with external tax advisors on tax planning and compliance, ensuring accurate records and timely completion of required filings.

• Work with legal and financial advisors to support estate planning, wealth transfer, entity structuring, and philanthropic activities.

• Analyze investment and portfolio financial performance in coordination with the CIO and investment advisors.

• Evaluate healthcare-related costs and benefits for family members and/or employees, including plan options and opportunities to manage costs.

• Coordinate external audits or financial reviews, as needed, and oversee financial risk management.

• Lead and develop staff through clear expectations, ongoing feedback, and opportunities for professional growth.

• Provide financial analysis for major decisions and lead special projects as needed.

QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or a related field; CPA and/or MBA preferred.

• At least 10 years of accounting and financial leadership experience, ideally within a family office, private wealth, public accounting, or corporate finance environment.

• Strong knowledge of accounting, consolidated financial reporting, budgeting, cash management, and internal controls.

• Experience managing accounting and reporting across multiple entities.

• Working knowledge of tax matters and the ability to coordinate effectively with outside tax specialists.

• Experience with accounting systems and financial reporting tools.

• Ability to lead a small, hands-on team while remaining actively involved in daily financial operations.

• Strong analytical and communication skills, including the ability to explain financial matters clearly to nonfinancial audiences.

PERSONAL ATTRIBUTES

• Sound judgment, integrity, and discretion when handling sensitive family and financial information.

• Organized and detail-oriented, with a practical approach to improving processes.

• Collaborative leadership style and a commitment to a productive, supportive office culture.

• A long-term approach to building relationships with family principals, colleagues, and advisors.

• A service-oriented mindset and willingness to contribute at every level.

• Initiative and the ability to work independently while keeping key stakeholders informed.