CFO/Controller

Tulsa, OK

Chief Financial Officer / Controller – Family Office
Tulsa, 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.