Chief Financial Officer

The Overture Group, LLC • Full-time • Schaumburg, IL, US • $250k - $350k / year • 1d ago

A private family office is seeking a highly capable Chief Operating Officer / Chief Financial Officer to lead administrative, financial, operational, investment reporting, real estate accounting, and family office support functions.

Reporting directly to family leadership, this executive will oversee internal staff and a broad network of external advisors, including legal, tax, estate planning, investment, real estate, banking, and consulting partners. The role requires a hands-on, highly trusted leader who can combine financial discipline, operational oversight, advisor management, and family office service.

Key Responsibilities

The COO/CFO will lead all functions of the family office, including:

Accounting, bookkeeping, budgeting, cash management, financial reporting, and long-term cash flow forecasting
Investment tracking, performance reporting, back-office operations, and execution of Investment Committee decisions
Trust, estate, tax, charitable foundation, insurance, and risk management oversight
Real estate accounting, reporting, pricing review, contract review, and coordination with external professionals
Human resources, office administration, systems, processes, controls, and technology improvements
External advisor management, including bankers, attorneys, tax advisors, investment advisors, real estate advisors, and consultants
Financial reporting and balance sheet reporting for individual family units and related entities
Treasurer-level support for a related nonprofit organization, including board-related financial and administrative responsibilities

Ideal Candidate Profile

The successful candidate will bring a blend of CFO-level financial expertise, COO-level operational leadership, and family office judgment. This person should be comfortable working in a private, high-trust environment where discretion, responsiveness, accuracy, and sound decision-making are essential.

Strong candidates will have experience with:

Family office, private wealth, closely held business, real estate, investment accounting, or complex entity structures
Oversight of tax, estate, trust, foundation, and regulatory compliance matters
Investment reporting, performance analysis, and portfolio administration
Real estate development, property transactions, contracts, and external advisor coordination
Leading small professional teams while managing outsourced expert relationships
Building systems, controls, reporting processes, and accountability across an office environment

Leadership Expectations

This role requires a leader who can:

Establish clear goals and hold staff and advisors accountable
Improve office systems, reporting, controls, and technology
Anticipate family office needs and proactively solve problems
Communicate clearly with family stakeholders, staff, and outside advisors
Maintain high standards of confidentiality, accuracy, and service
Serve as a trusted senior advisor on financial, operational, investment, real estate, and administrative matters

Why This Role

This is a unique opportunity for a senior finance and operations executive to step into a broad, influential leadership role within a private family office. The position offers meaningful responsibility across finance, investments, real estate, estate planning, foundation administration, and family office operations.

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