Chief Financial Officer

Director of Finance & Fund Operations

Oklahoma City, OK• Full-Time •On-Site

Position Snapshot

Title: Chief Financial Officer (Director of Finance & Fund Operations)

Reports To: Managing Partner

Location: Oklahoma City, OK (On-Site Required)

Employment Type: Full-Time

Benefits: Health Insurance | 401(k) with 100% Match up to 3.5% |Flexible PTO

Target Start Date: Mid-to-Late June 2026

About Our Client

Our client is a growing venture capital firm based in Oklahoma City, Oklahoma, with a dynamic portfolio that spans multiple fund structures and business interests. The firm is actively expanding into agricultural investment with a newly launched agricultural fund and maintains an international investor base that includes overseas fund structures (Cayman Islands / BVI). With seven professionals on staff and an ambitious roadmap to reach $500M in assets under management within 3–5 years, the firm is at an exciting inflection point — building the financial infrastructure and leadership team to support its next phase of growth.

The firm operates with an entrepreneurial, results-driven culture. Team members thrive in a competitive, high-accountability environment where initiative is rewarded and leadership is earned. The firm is developing proprietary investor portal technology that could evolve into a standalone product, adding a compelling fintech dimension to its operations.

The Opportunity

Our client is seeking a seasoned Chief Financial Officer (Director of Finance & Fund Operations) to serve as the firm’s first dedicated finance leader. This is a ground-floor executive opportunity for a finance professional with fund experience who is ready to own the financial architecture of a scaling investment firm. Reporting directly to the Managing Partner, the CFO will establish processes, lead investor reporting, ensure regulatory compliance, and serve as a strategic financial partner to leadership.

This role will evolve — there is a clear path to building a finance team (including analyst hires) as AUM grows, making this both an impactful individual contributor role and a future leadership platform.

Key Responsibilities

Fund Financial Management

Oversee all financial operations for the VC fund and associated business interests
Manage GP/LP fund structure, capital calls, distributions, and waterfall calculations
Conduct balance sheet reviews and establish scalable financial processes from the ground up
Oversee fund accounting, NAV reporting, and financial statement preparation

Investor Relations & Reporting

Produce and distribute quarterly investor letters and portfolio performance reports
Serve as the primary financial liaison for LP investors, including international investors
Oversee the launch and ongoing management of the firm’s proprietary investor portal
Maintain transparency and accuracy in investor communications and capital account statements

Regulatory Compliance & Legal Coordination

Ensure SEC Regulation D compliance across all fund offerings and investor activities
Coordinate with external tax accountants, legal counsel, and third-party advisors
Manage compliance requirements for international fund structures (Cayman Islands / BVI)
Maintain required securities filings and regulatory documentation

Strategic Financial Leadership

Partner with the Managing Partner on firm strategy, capital allocation, and financial planning
Build financial infrastructure to support multiple fund structures and AUM growth to $500M+
Assist in the development of equity compensation and stock option plans
Support future team growth by defining analyst roles and finance department structure

Qualifications

Required

5+ years of finance experience within a PE, VC, or hedge fund environment
Demonstrated experience with SEC Regulation D securities compliance
Strong background in LP/GP fund structures, capital accounts, and investor reporting
Experience building or establishing financial processes in a growing or startup environment
Agile, entrepreneurial mindset with the ability to operate independently and decisively
Strong communication skills for investor-facing and executive-level reporting

Preferred / Nice to Have

CPA certification (commands salary premium within posted range)
Experience with international fund structures, particularly Cayman Islands or BVI entities
Background in tech or AI-adjacent industries or investment verticals
Familiarity with fund administration platforms (e.g., Juniper Square, Allvue, Carta)
Agricultural investment or alternative asset class experience

Compensation & Benefits

Bonus: Performance bonus (structure to be defined by Managing Partner)

Equity: Stock options possible — this hire will help design the plan

Health Insurance: Company-sponsored

401(k): 100% employer match up to 3.5% of salary

PTO: Flexible PTO policy within reason

Work Environment & Culture

Entrepreneurial, high-performance culture — results-oriented with an ownership mentality
On-site, in-office position in Oklahoma City, OK
Occasional after-hours availability expected during active deal periods or investor events
International exposure — firm partners with investors and operators across the Middle East and beyond
Small, tight-knit team of 8 where your impact is immediately visible and valued

Our client is an equal opportunity employer.

Calculated Hire

New Jobs

Chief Financial Officer