CFO - Single Family Office
$400-475k plus bonus
Joplin, MO - must be willing to relocate to the Joplin area
Bell & Associates, Inc. has been engaged to find our client's first CFO for a single-family office with significant assets under management. Our client seeks an experienced Chief Financial Officer to lead the accounting, finance, tax, treasury, financial reporting, budgeting, internal controls, and financial operations functions for a single-family office/private investment management platform. The CFO will be responsible for building and managing a disciplined and technology-forward accounting and finance function that supports complex family entities, trusts, partnerships, investment vehicles, foundations, operating investments, and related personal and business holdings.
This is a senior leadership role requiring both technical financial depth and hands-on management capability. The ideal candidate will combine strong accounting fundamentals, investment-aware financial reporting, high-quality team leadership and communication, discretion, service orientation, and the ability to create structure, accountability, and repeatable processes in a confidential private wealth environment.
This role is best positioned as a senior finance/accounting leadership opportunity for a candidate who enjoys building a high-quality private wealth finance function, managing accounting and tax professionals, improving financial controls and reporting, optimizing through technology, and supporting complex family office and private investment activity. The strongest candidates will have the discipline of a controller, the judgment of a CFO, and the service mindset required for a confidential single family office environment.
Key Responsibilities
Accounting Leadership & Team Management
- Lead, manage, mentor, and hold accountable the accounting, tax, and finance team; establish clear roles, deadlines, quality standards, and escalation protocols.
- Oversee day-to-day accounting operations across family entities, trusts, partnerships, foundations, investment vehicles, real estate holdings, and related companies.
- Drive timely, accurate month-end, quarter-end, and year-end close processes with clear ownership and measurable deadlines.
- Review complex reconciliations, intercompany activity, allocations, investment accounting entries, capital activity, and entity-level reporting packages.
- Develop and document accounting policies, approval workflows, control procedures, and standard operating processes.
Financial Reporting, Analysis & Executive Communication
- Prepare and deliver accurate financial statements, net worth summaries, liquidity reports, cash flow forecasts, budget-to-actual reporting, and management dashboards.
- Translate complex accounting and investment information into clear, decision-ready reporting for principals, executives, investment professionals, trustees, and external advisors.
- Support family office leadership with concise analysis of financial trends, risks, liquidity needs, capital commitments, and cash planning requirements.
- Ensure reporting is consistent, timely, well-controlled, and tailored for a private family office environment.
Treasury, Cash Management & Liquidity Planning
- Oversee banking relationships, cash management, liquidity planning, cash movement controls, bill pay oversight, payroll, debt schedules, credit facilities, and cash forecasting.
- Ensure sufficient liquidity for taxes, investment commitments, capital calls, lifestyle obligations, charitable commitments, operating expenses, and entity-level obligations.
- Implement prudent controls over wires, payments, approvals, vendor setup, and bank account administration.
Tax, Audit & External Advisor Coordination
- Oversee internal tax manager and coordinate with outside tax preparers, auditors, custodians, banks, investment managers, legal advisors, insurance brokers and advisors, valuation providers, and administrative service providers.
- Ensure required information is complete, accurate, timely, and well-organized for tax filings, audits, projections, planning, and compliance workstreams.
- Support tax planning, estate planning, investment structuring, and transaction execution by providing accurate financial data and coordinating with internal teams and subject-matter advisors.
Investment Operations & Private Investment Support
- Coordinate finance and accounting support for private equity, venture capital, real estate, hedge fund, direct investment, co-investment, and other alternative investment activity.
- Oversee tracking of capital calls, distributions, commitments, K-1s, valuations, performance reporting inputs, investment documents, and custodian/platform information.
- Partner with the investment team to ensure investment reporting, cash flow planning, and accounting records are accurate and complete.
Internal Controls, Risk Management & Process Improvement
- Design, implement, and monitor internal controls appropriate for a confidential private wealth environment, including segregation of duties, authorization levels, vendor controls, payment controls, and financial review protocols.
- Identify process improvement opportunities and lead modernization of accounting systems, reporting tools, workflows, document management, and automation where appropriate.
- Promote a culture of client service, responsiveness, accuracy, confidentiality, accountability, and continuous improvement.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, Business, Economics, or related field; CPA strongly preferred.
- 10+ years of progressive accounting and finance experience, including meaningful experience managing accounting teams and financial operations.
- Demonstrated experience overseeing close processes, financial statements, reconciliations, budgeting, cash management, reporting, controls, and external advisor coordination.
- Strong technical accounting foundation and ability to manage complex entity structures, including trusts, partnerships, LLCs, foundations, investment vehicles, and related-party transactions.
- Proven ability to hire, develop, manage, and hold accounting professionals accountable for timeliness, accuracy, responsiveness, and quality of output.
- High degree of discretion, judgment, integrity, and comfort working with confidential personal, family, and investment information.
- Excellent executive communication skills, including the ability to present financial matters clearly to principals, executive leadership, trustees, advisors, and non-financial stakeholders.
- Strong systems orientation, with proficiency using Microsoft Office and financial/accounting/reporting platforms; ability to improve processes and leverage technology.
Preferred Qualifications
- Prior experience in a single family office, multi-family office, private investment firm, private wealth platform, investment management firm, or complex privately held enterprise.
- Public accounting foundation with progression into private-sector leadership, or prior controller/CFO experience in a complex entity environment.
- Experience with alternative investments, partnership accounting, K-1 coordination, capital calls/distributions, custodian reporting, private investment documentation, and investment performance inputs.
- Experience implementing or improving accounting systems, dashboards, reporting packages, workflow tools, and AI-driven automation solutions.
- Comfort working in a lean, high-accountability environment where the CFO must be both strategic and willing to be hands-on when needed.
