Chief Financial Officer

Ascension Search Partners • Full-time • Dallas-Fort Worth Metroplex, US • 4h ago

Chief Financial Officer

Single Family Office

Ascension Search Partners has been exclusively engaged to recruit a Chief Financial Officer for a sophisticated, fast‑growing single‑family office investment platform. This is a rare opportunity to build and scale the financial infrastructure of a multi‑entity, principal‑led platform operating at institutional standards within a dynamic, entrepreneurial environment.

Reporting to the CEO, the CFO will serve as a strategic partner across all office functions—ensuring financial rigor, transparency, and forward‑looking planning while providing clear visibility, sound governance, and disciplined execution.

Core Responsibilities

Architect and scale the organization’s financial infrastructure, including reporting, controls, liquidity planning, and capital strategy.
Oversee consolidated financial reporting, budgeting, forecasting, and net worth reporting across multiple entities, trusts, and ownership structures.
Manage cash, balance sheet oversight, leverage, credit facilities, and banking relationships, with strong capital markets judgment.
Design and maintain robust internal controls to safeguard assets and ensure reliable financial data.
Partner closely with investment leadership on portfolio construction, underwriting, liquidity planning, risk management, and investment committee discussions.
Support large‑scale private investments and real estate initiatives through underwriting, budgeting, and execution.
Own and drive tax strategy across entities, investments, trusts, and personal structures; oversee external advisors and ensure timely, accurate compliance.
Build and lead a growing finance function with a hands‑on, player‑coach approach.

Experience and Credentials

Prior CFO or senior finance leadership experience within private equity, alternative investments, or an institutional family office.
Minimum of 10 years of progressive finance experience, including 5+ years at the executive level.
Deep expertise in multi‑entity structures, capital markets, tax strategy, complex financing, and risk management.
Experience working directly with ultra‑high‑net‑worth principals in complex business and personal financial ecosystems.
Proven success building scalable financial infrastructure and implementing enabling technology.
Strategic, adaptable leader with high discretion, sound judgment, and a low‑ego, hands‑on mindset.