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Job description
Position: Chief Financial Officer — Family Office
Location: Tulsa, OK
Pay: $180k-$200k/year
The Chief Financial Officer (CFO) oversees the financial operations, reporting, and strategic tax planning for the family office. This role combines hands-on financial management (bill pay, accounting, consolidated reporting) with high-level advisory responsibilities (tax strategy, healthcare cost analysis, and financial planning) to protect and grow family wealth across multiple entities.
Responsibilities
Oversee day-to-day cash management, including bill payment processes across all family entities and personal accounts, plus banking relationships, cash flow forecasting, and liquidity planning
Establish and maintain internal controls over disbursements and financial transactions
Prepare and review monthly, quarterly, and annual financial statements for all family entities, ensuring accurate, timely reporting to family principals and advisors
Develop dashboards and reporting tools to give the family clear visibility into overall financial position
Manage consolidated financial reporting across multiple entities, trusts, LLCs, and investment vehicles, including intercompany transactions and eliminations
Coordinate with outside accountants/auditors on consolidated audits or reviews, if applicable
Analyze and report on healthcare-related costs and benefits for family members and/or employees, including evaluating plan options, self-insurance strategies, and cost-containment opportunities
Develop and implement proactive tax planning strategies across income, estate, and gift tax matters
Coordinate with external tax advisors, CPAs, and legal counsel on entity structuring and tax compliance, and oversee preparation and filing of tax returns across all entities
Monitor changes in tax law and assess impact on the family's financial strategy
Serve as a trusted financial advisor to family principals on major financial decisions, including estate planning, wealth transfer strategies, and philanthropic planning
Evaluate and monitor investment performance in coordination with investment advisors
Qualifications
Bachelor's degree in Accounting, Finance, or related field; CPA and/or MBA strongly preferred
10+ years of progressive financial leadership experience, ideally in a family office, private wealth, public accounting, or corporate finance environment
Deep knowledge of tax strategy, entity structuring, and consolidated financial reporting
Experience with multi-entity accounting systems and financial reporting tools
High level of discretion and trustworthiness given access to sensitive family financial information
Strong communication skills, able to translate complex financial matters for non-financial family members
Fuse3 Solutions is an Equal Opportunity Employer. Fuse3 Solutions provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.
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Worksite address
tulsa, OK, 74145, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.