The Chief Financial Officer (CFO) is a strategic financial leader responsible for overseeing all financial operations, capital strategy, and performance management across a diversified platform including advisory services, capital management, fund management, real estate and other company entities and operations.

This role goes beyond traditional accounting—serving as a key business partner to the CEO and Executive Leadership Team (ELT) to drive profitability, optimize capital allocation, support investment strategies, and build scalable financial infrastructure across all entities.

Organizational Structure

Direct Oversight:

Controller (financial reporting, close, controls)
Financial Analyst (forecasting, modeling, KPIs)

Core Responsibilities:

Strategic Financial Leadership - Serve as financial advisor to CEO and ELT on growth, profitability, and risk. Lead enterprise-wide financial strategy across all business lines. Support M&A, capital raises, and investment decisions. Align financial strategy with operational and investment priorities

Financial Planning & Analysis (FP&A) - Own budgeting, forecasting, and rolling forecasts across entities. Develop consolidated and segmented financial reporting (by business line). Build KPI dashboards aligned with each company’s profitability and develop specialized dashboards for unique to each business division based on industry standards. Provide actionable insights to leadership for decision-making.

Multi-Entity Financial Management - Oversee financial operations across multiple companies. Ensure proper intercompany accounting, eliminations, and consolidations. Standardize chart of accounts and reporting structures across entities.

Capital & Cash Management - Oversee enterprise cash flow, liquidity, and capital allocation. Optimize debt structures, banking relationships, and credit facilities. Partner with investment teams on fund capital deployment and return optimization. Manage distributions, investor returns, and reinvestment strategies.

Fund & Investor Financial Oversight - Ensure accuracy and timeliness of: Investor reporting, Capital account statements, Fund financials (IRR, MOIC, etc.). Partner with fund managers to align financial operations with investor expectations. Support audits, valuations, and fund compliance

Real Estate Financial Oversight - Oversee property-level financials, including: NOI, occupancy, rent roll performance, capital expenditures and ROI analysis. Ensure alignment between property operations and financial goals. Support acquisition and disposition underwriting.

Accounting, Controls & Compliance - Ensure accurate and timely monthly close across all entities. Establish and maintain strong internal controls and audit readiness. Oversee tax strategy and compliance, external audits and regulatory reporting, and maintain GAAP compliance and industry-specific requirements.

Team Leadership & Development - Lead and mentor finance and IT team to build a high-performing, accountable finance organization. Define roles, responsibilities, and career paths. Foster a culture of continuous improvement and collaboration

Key Performance Indicators (KPIs)

Financial Performance EBITDA and operating margin by business line

Cash flow and liquidity metrics
Forecast accuracy

Investment & Capital

Fund performance metrics (IRR, MOIC support)
Return on invested capital
Debt service coverage and leverage ratios

Operational Finance

Monthly close cycle time and accuracy
Reporting timeliness and quality
Cost efficiency ratios

Real Estate

NOI growth
Occupancy rates
CapEx ROI

Development of other KPI’s relevant to the companies currently owned and acquired by Larson.

Qualifications:

12–18+ years in finance leadership roles (CFO, VP Finance, etc.)
Experience in multi-entity, complex organizations ($75M+ preferred)
Strong exposure to at least two of the following:
Capital markets / fund management
Real estate finance
Healthcare finance (physician groups)
Advisory/professional services
Proven experience leading both finance and technology (via Director of IT or systems teams)

Education & Certifications

Bachelor’s degree in Finance, Accounting, or related field
CPA strongly preferred
MBA or advanced degree a plus

Core Competencies

Strategic financial leadership
Advanced financial modeling & analytics
Multi-entity consolidations and reporting
Capital markets and investment acumen
Systems thinking and process optimization
Leadership and team development
Strong communication with executives and investors

Leadership Profile

Strategic thinker with strong operational execution
Entrepreneurial mindset with the success of operations top of mind
Comfortable in complex, fast-growing environments
High accountability and ownership mindset
Strong collaborator with CEO and ELT
Data-driven decision maker

Larson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:

Profit Sharing Bonus Program
401(k) with Employer Match (up to 4%)
Comprehensive Medical, Dental, and Vision Insurance
Company-paid Long-term Disability, Life Insurance, and EAP
Voluntary Short-term Disability and Supplemental Insurance
Generous PTO (112 hours after 90 days) + 12 Paid Holidays
Training, Development, and Educational Opportunities
Company Events, Recognition Awards, and Team Activities

Larson Financial

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Chief Financial Officer