We are pleased to have been retained by our highly entrepreneurial client in the search for their next Chief Financial Officer. This is a remote position and can be based anywhere within the United States.

The ideal candidate will bring a track record of success in entrepreneurial settings, demonstrated experience in mergers and acquisitions, and a willingness to be actively involved in the day-to-day financial operations. We seek a CFO who is adaptable, strategic in approach, highly collaborative, and an exceptional communicator.

If you thrive in dynamic environments and are eager to play a key role in driving business growth and operational excellence, we encourage you to apply.

Responsibilities

Family Office – Real Estate, Trusts, Estates, & Other Investments

• Oversee all accounting and financial reporting for the family office, including consolidated statements.
• Manage family real estate portfolio: acquisition analysis, financing, budgeting, lease management, tax optimization, and property performance reporting.
• Monitor investment portfolios (private and public assets), preparing performance and risk analyses.
• Liaise with family members, providing clear financial communications and regular reporting.
• Lead cash flow management and liquidity planning across family entities.

Oil & Gas Enterprise Responsibilities

• Direct all financial and accounting operations for the family’s oil & gas business, including production accounting, revenue recognition, and cost allocation.
• Oversee preparation of joint interest billings, severance tax filings, and royalty distributions.
• Ensure compliance with federal and state regulatory requirements specific to the oil & gas industry.
• Coordinate audits, reserve reports, and valuation analyses.
• Work closely with operational management to analyze and forecast project profitability, capital expenditures, and cost efficiencies.
• Implement and maintain robust internal controls to safeguard company assets.

Family Foundation

• Manage the accounting, budgeting, and financial reporting for the family foundation.
• Ensure compliance with IRS regulations and all reporting requirements for charitable organizations.
• Oversee grant management processes, including application review, funding, and post-grant compliance.
• Collaborate with foundation leadership on investment strategy and endowment management.
• Prepare board meeting materials and presentations on foundation performance and impact.
• Coordinate annual audit and serve as primary contact for external auditors and advisors.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA preferred.
• Minimum 10 years of progressive experience in accounting and finance, with exposure to family offices, real estate, oil & gas, and nonprofit sectors strongly preferred.
• Strong knowledge of GAAP, tax regulations, and industry-specific compliance (oil & gas, foundations).
• Must have experience coordinating with legal and tax advisors to ensure compliance with all relevant laws and documentation.
• Proven ability to communicate complex financial information clearly to both professionals and family stakeholders.
• High ethical standards, discretion, and commitment to confidentiality.
• Proficiency with relevant financial management and accounting systems.

Reporting

• Reports directly to the President and family principals and works closely with external advisors, CPA firm, legal counsel, and other key stakeholders.

Salary Range

$250,000 - $300,000

CBIZ Talent Solutions is an Equal Opportunity Employer.
CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.