Chief Financial Officer (CFO)
Location: Chicago
Compensation: $350,000-375,000 + bonus + profit sharing
Benefits: Comprehensive medical, dental, vision, and 401(k) match
A confidential family office and affiliated investment organization is seeking an experienced and hands‑on Chief Financial Officer (CFO) to lead financial operations across multiple entities, including an established holding company with a control position in a publicly traded operating company, as well as the family office of the principal. This full‑time role is based in Chicago and reports to the Head of Family Office with a dotted line to the family principal. The role offers a unique opportunity for a technically strong, highly discreet financial leader to oversee a sophisticated mix of entities, trusts, investments, and philanthropic structures.
The ideal candidate will be a strategic and operational finance executive capable of managing complexity, building institutional‑quality reporting, and providing both high‑level insight and hands‑on execution.
Responsibilities:
- Lead internal accounting personnel while managing key external relationships with banks, advisors, attorneys, tax experts, and other professional service providers.
- Oversee all aspects of cash flow, liquidity planning, and capital allocation, including preparing cash projections and reporting.
- Manage all financial reporting responsibilities, including financial statements, forecasts, investment reporting, and coordination of multiple audits.
- Ensure accurate and timely tax filings for all family members and entities; monitor regulatory changes in tax, estate planning, and compliance.
- Oversee compliance for trades, philanthropic and political contributions, and conflict‑of‑interest requirements related to both the family office and the operating company.
- Review and maintain insurance coverage for family members and associated entities to ensure proper risk protection.
- Support philanthropic and foundation‑related activities, ensuring compliance with nonprofit requirements.
- Manage trusts and estate planning matters, including structuring vehicles to minimize estate tax exposure and maintain compliance with governing documents.
Required Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA preferred).
- 25+ years of progressive finance experience, including at least 10+ years in a senior leadership
- Strong GAAP knowledge and demonstrated experience managing complex entities (LLCs, partnerships, trusts, estates, foundations).
- Proven ability to function both strategically and tactically, including willingness to be hands‑on with details when required.
- High level of discretion, judgment, and trustworthiness; ability to communicate clearly with non‑financial stakeholders.
Benefits & Compensation:
- Comprehensive medical, dental, and vision coverage
- 401(k) with company match
- Paid time off and company holidays
- Executive‑level benefits package
Work Hours:
9a-5p, Monday–Friday
Employment Type:
Full‑time
Job Location:
Chicago, IL
Job Location Type:
On‑site
If you are interested in the Chief Financial Officer position, please apply today for immediate consideration!
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
