Chief Financial & Operating Officer -- Single Family Office

Job Description

Job Description

Description:

About Us

D'Orazio Holdings is a single family office based in Burr Ridge, Illinois, with focused investments in real estate and manufacturing. We are family-controlled, acquisitive, and deliberately lean — a small corporate team where the work is done close to the ground, not managed from a distance.

About the Role

We are looking for a senior finance and operations executive to own the financial function of the family office and provide financial oversight across its investments. The role exists because the financial function needs a permanent, senior owner as the portfolio grows and acquisition activity increases — someone who carries it rather than staffs it.

This is a senior role on a lean corporate team, which means the person in it stays close to the work. You will perform the close, build the lender models, prepare the covenant certificates, and sit across from our tax advisors. In the early going you will also step directly into the books of the family office and of an operating company or two — producing the financials yourself. That hands-on start is intentional: it is how you come to know the enterprise, and it is where the title's judgment is earned.

In exchange, you get scope that is hard to find in one seat: the whole financial picture of a real operating portfolio, close proximity to ownership, and exposure to acquisitions as they happen.

Essential Duties and Responsibilities

Family office finance and accounting

• Own the general ledger, month-end close, cash and balance sheet reconciliations, and the monthly management reporting package across all corporate entities.
• Manage treasury functions, including bank account balances, cash positioning, multi-entity cash flow forecasting, and intercompany accounting.
• Oversee payroll, accounts payable, expense management, and rental income.
• Coordinate year-end close and all work with outside accountants, including K-1 compilation and review for the family's investment holdings, consolidated return verification, quarterly estimates, and tax distributions to operating companies.

Lender reporting and covenant compliance

• Prepare all lender reporting across multiple credit facilities, working alongside the relationship owners.
• Review borrowing base certificates and maintain monthly lender reporting models and the quarterly consolidated model.
• Prepare quarterly covenant certificates and own the reporting calendar to ensure timely, complete submission.
• Identify and escalate any developing issue that could become a lender matter.

Operating company accounting — transitional controller

• Step in as controller, on a transitional basis, at operating companies that lack their own finance leadership — performing full-cycle accounting including month-end close, reconciliations, standard entries, and the close file.
• Perform inventory review, standard cost, and margin analysis at manufacturing operations.
• Produce the monthly and periodic management reporting for those companies, and document processes and system improvements.
• Recruit or transition local finance talent to assume the role once the business is stabilized.

Operating company oversight

• Review and provide final signoff on financials produced by operating companies that have their own finance teams.
• Manage annual budget and reforecast cycles, challenging underlying assumptions and surfacing variances.
• Support operating company finance staff on technical questions and close issues.

Portfolio reporting and fund administration

• Maintain the semi-annual portfolio valuation model and quarterly consolidated reporting.
• Administer fund activities, including annual audit, annual report, tax return finalization, LP distributions, and distribution modeling.

Operations, systems, and administration

• Oversee commercial insurance and manage the broker and advisor relationships behind it.
• Administer real estate financial activity and coordinate with property management.
• Maintain internal controls and documentation, and lead systems and process improvement, including an in-progress accounting systems migration.
• Improve reporting cadence, KPIs, and operating rhythm across the portfolio.

Growth and acquisitions

• Support financial diligence, quality-of-earnings review, and modeling on acquisitions.
• Lead post-close integration of accounting, reporting, and controls.
• Assess whether operating-company requests for capital, headcount, or working capital are financially supportable.

Supervisory Responsibilities

This is primarily an individual-contributor role. Direct supervision is minimal and consists primarily of oversight of outside advisors and, on a transitional basis, operating-company finance staff. The role is expected to help build local finance capability at operating companies over time rather than manage a standing corporate finance team.

Requirements:

Required Qualifications

• Bachelor's degree in Accounting or Finance.
• 12+ years of progressive finance and accounting experience, including a senior finance leadership role (CFO, VP Finance, or Controller) in a multi-entity environment.
• Controller-equivalent experience in a manufacturing environment — a thorough, working command of the full close cycle, including inventory, standard cost, and variance analysis. This may have been gained as a controller or through hands-on advisory or consulting work with manufacturers (for example, a Big 4 or consulting background). The title matters less than genuine, detailed command of the mechanics.
• Current, hands-on technical accounting ability, including recent direct responsibility for month-end close (not review only).
• Direct experience with lender reporting, borrowing base mechanics, and covenant compliance.
• Experience with complex entity structures, partnership taxation, K-1s, and fund administration.
• Transaction experience, including diligence, quality of earnings, purchase accounting, and integration.
• Working knowledge of manufacturing operations, gained through operating roles in manufacturing or through consulting to manufacturers.

Preferred Qualifications

• CPA strongly preferred.
• Prior experience in a family office, holding company, closely held business, or private equity-backed portfolio environment.

Knowledge, Skills, and Abilities

• Proficiency in US GAAP.
• Advanced financial modeling and Excel skills; able to build from a blank sheet.
• Proficiency in QuickBooks or comparable accounting software.
• High degree of discretion and confidentiality; the role sits close to a family's financial affairs.
• Sound operating judgment and the ability to work autonomously and build infrastructure where none exists.
• Orientation to a small-company environment, including comfort operating with limited resources and imperfect systems.

Work Environment and Physical Requirements

• Full-time, in-office position based in Burr Ridge, Illinois.
• Regular travel to operating companies is required.
• Standard office environment; extended periods of computer-based work.

Disclaimer

This job description is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, or qualifications. Duties may be modified or added at the discretion of ownership. Employment with D'Orazio Holdings is at-will.