Chief Financial Officer

Chief Financial Officer

The Chief Financial Officer (CFO) is a strategic financial leader responsible for overseeing all financial operations, capital strategy, and performance management across a diversified platform including advisory services, capital management, fund management, real estate and other company entities and operations.

This role goes beyond traditional accounting—serving as a key business partner to the CEO and Executive Leadership Team (ELT) to drive profitability, optimize capital allocation, support investment strategies, and build scalable financial infrastructure across all entities.

Direct Oversight:

• Controller (financial reporting, close, controls)
• Financial Reporting Manager (forecasting, modeling, KPIs)

Serve as financial advisor to CEO and ELT on growth, profitability, and risk. Lead enterprise-wide financial strategy across all business lines. Support M&A, capital raises, and investment decisions. Align financial strategy with operational and investment priorities.

Own budgeting, forecasting, and rolling forecasts across entities. Develop consolidated and segmented financial reporting (by business line). Build KPI dashboards aligned with each company's profitability and develop specialized dashboards for each business division based on industry standards. Provide actionable insights to leadership for decision-making.

Oversee financial operations across multiple companies. Ensure proper intercompany accounting, eliminations, and consolidations. Standardize chart of accounts and reporting structures across entities.

Oversee enterprise cash flow, liquidity, and capital allocation. Optimize debt structures, banking relationships, and credit facilities. Partner with investment teams on fund capital deployment and return optimization. Manage distributions, investor returns, and reinvestment strategies.

Ensure accuracy and timeliness of investor reporting, capital account statements, and fund financials (IRR, MOIC, etc.). Partner with fund managers to align financial operations with investor expectations. Support audits, valuations, and fund compliance.

Oversee property-level financials, including NOI, occupancy, rent roll performance, capital expenditures, and ROI analysis. Ensure alignment between property operations and financial goals. Support acquisition and disposition underwriting.

Ensure accurate and timely monthly close across all entities. Establish and maintain strong internal controls and audit readiness. Oversee tax strategy and compliance, external audits, and regulatory reporting, and maintain GAAP compliance and industry-specific requirements.

Lead and mentor finance and IT teams to build a high-performing, accountable finance organization. Define roles, responsibilities, and career paths. Foster a culture of continuous improvement and collaboration.

• Financial Performance
  • EBITDA and operating margin by business line
  • Cash flow and liquidity metrics
  • Forecast accuracy
• Investment & Capital
  • Fund performance metrics (IRR, MOIC support)
  • Return on invested capital
  • Debt service coverage and leverage ratios
• Operational Finance
  • Monthly close cycle time and accuracy
  • Reporting timeliness and quality
  • Cost efficiency ratios
• Real Estate
  • NOI growth
  • Occupancy rates
  • Cap Ex ROI

Development of other KPI's relevant to the companies currently owned and acquired by Larson.

• 12-18+ years in finance leadership roles (CFO, VP Finance, etc.)
• Experience in multi-entity, complex organizations ($75M+ preferred)
• Strong exposure to at least two of the following:
• Capital markets / fund management
• Real estate finance
• Healthcare finance (physician groups)
• Advisory/professional services
• Proven experience leading both finance and technology (via Director of IT or systems teams)

• Bachelor's degree in Finance, Accounting, or related field
• CPA strongly preferred
• MBA or advanced degree a plus

• Strategic financial leadership
• Advanced financial modeling & analytics
• Multi-entity consolidations and reporting
• Capital markets and investment acumen
• Systems thinking and process optimization
• Leadership and team development
• Strong communication with executives and investors

• Strategic thinker with strong operational execution
• Entrepreneurial mindset with the success of operations top of mind
• Comfortable in complex, fast-growing environments
• High accountability and ownership mindset
• Strong collaborator with CEO and ELT
• Data-driven decision maker

• Profit Sharing Bonus Program
• 401(k) with Employer Match (up to 4%)
• Comprehensive Medical, Dental, and Vision Insurance
• Company-paid Long-term Disability, Life Insurance, and EAP
• Voluntary Short-term Disability and…