Chief Financial Officer

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.