Chief Financial Officer; Family Office

The Connexa Search Group is working with a privately held, entrepreneur‑led organization that seeks a hands‑on Chief Financial Officer to oversee finance, accounting, and strategic planning across a diversified platform including a single‑family office. This role is ideal for a finance leader who enjoys working closely with ownership, operating in a lean environment, and balancing day‑to‑day execution with long‑term financial stewardship.

Key Responsibilities

• Provide leadership over all accounting, financial reporting, and cash management activities across multiple related entities
• Manage banking relationships, credit facilities, and treasury activities, ensuring appropriate liquidity and risk controls
• Coordinate with external tax, legal, and advisory partners on compliance, structuring, and reporting matters
• Establish and enhance financial systems, controls, and reporting processes in a streamlined, hands‑on environment
• Oversee financial operations for a project‑driven operating business, including budgeting, forecasting, job cost analysis, and cash flow planning
• Support ownership with financial modeling, scenario analysis, and evaluation of new investments or projects
• Maintain oversight of family office financial matters such as entity accounting, investment tracking, and consolidated reporting
• Serve as a confidential, long‑term partner to ownership on financial strategy, governance, and decision‑making

Ideal Background

• 10+ years of progressive experience in finance and accounting
• Experience in project‑based accounting and familiarity with family offices preferred
• Strong technical accounting foundation combined with practical business judgment
• Comfortable operating both strategically and tactically in a lean organization
• Bachelor’s degree in Accounting required & CPA preferred

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Chelsea Hoyes (Linked In)

Tommy Martincic (Linked In)

Executive

Full‑time

Accounting/Auditing and Finance

Construction, Real Estate, and Investment Management

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Disability insurance