Director of Finance and Administration

Job Description

Job Description

Director of Finance & Administration

Reporting directly to the CEO of this Family Business Office, Controller manages all financial operations, general accounting, and internal controls for a high-net-worth portfolio. This position is a fully on-site role located in Tulsa, OK , bridging private wealth infrastructure with personnel operations by directing complex cash management across multiple entities and leading the internal Human Resources function.

Job Overview

We are seeking a highly sophisticated, discreet, and strategically minded Family Office Controller to report directly to the CEO on-site at our Tulsa office. Managing a diversified portfolio spanning real estate, investments, and oil and gas (O&G) , you will serve in a key leadership position to the CEO, overseeing multi-entity accounting, optimizing high-volume liquidity positions, and leading our Human Resources infrastructure to support family office staff.

Key Responsibilities

Strategic Leadership & Financial Reporting

 Report directly to the CEO, providing clear financial analysis, variance insights, and strategic operational guidance.

 Manage full-cycle accounting for multiple legal entities, trusts, LLCs, and philanthropic foundations.

 Oversee specialized asset accounting, including real estate property financials, tenant billings, accounts receivable

and O&G joint interest billings (JIB)/revenue distributions

 Track investment portfolio performance on private equity distributions and tax planning

 Support external CPAs on tax returns and planning, calculation of estimated tax payments, K-1

generation, and trust compliance.

 

High-Net-Worth Cash Management & Treasury

 Monitor daily cash balances across dozens of entity-specific bank accounts to optimize yield and cash flows.

 Execute fund movements between entities while maintaining intercompany accounting documentation

 Manage banking relationships

Human Resources

 Administer the company's employee benefits programs

 Handle personnel decisions, hiring, background screening, onboarding, and employee relations with strict privacy

protocols

Qualifications & Skills

 Bachelor’s degree in accounting or finance

 7+ years of progressive accounting experience, ideally within a multi-generational family office, wealth

management firm, or Oklahoma-based energy/real estate sector.

 Strong working knowledge of investment structures, partnership accounting, real estate, and O&G assets.

 Proven experience independently managing corporate HR functions, payroll systems, and benefits programs.

 Experience directly supporting an executive leader or family principal in a high-touch environment.

 Proficiency in family office software (e.g., Creative Solutions Accounting, Yardi, QuickBooks Enterprise, or

specialized HRIS/payroll tools).

 Elite tracking skills, high discretion, and a commitment to maintaining confidentiality

Benefits & Perks

 Comprehensive Employee Health Insurance coverage.

 401(k) Retirement Plan.

 Paid Time Off (PTO) and corporate holidays.