Director of Finance and Administration

Reporting directly to the CEO of this Family Business Office, Controller manages all financial operations, general accounting, and internal controls for a high-net-worth portfolio. This position is a fully on-site role located in Tulsa, OK
, bridging private wealth infrastructure with personnel operations by directing complex cash management across multiple entities and leading the internal Human Resources function.

We are seeking a highly sophisticated, discreet, and strategically minded Family Office Controller to report directly to the CEO on-site at our Tulsa office. Managing a diversified portfolio spanning real estate, investments, and oil and gas (O&G), you will serve in a key leadership position to the CEO, overseeing multi-entity accounting, optimizing high-volume liquidity positions, and leading our Human Resources infrastructure to support family office staff.

• Report directly to the CEO, providing clear financial analysis, variance insights, and strategic operational guidance.
• Manage full-cycle accounting for multiple legal entities, trusts, LLCs, and philanthropic foundations.
• Oversee specialized asset accounting, including real estate property financials, tenant billings, accounts receivable
• and O&G joint interest billings (JIB)/revenue distributions
• Track investment portfolio performance on private equity distributions and tax planning
• Support external CPAs on tax returns and planning, calculation of estimated tax payments, K-1
• generation, and trust compliance.

• Monitor daily cash balances across dozens of entity-specific bank accounts to optimize yield and cash flows.
• Execute fund movements between entities while maintaining intercompany accounting documentation
• Manage banking relationships

• Administer the company's employee benefits programs
• Handle personnel decisions, hiring, background screening, onboarding, and employee relations with strict privacy
• protocols

• Bachelor’s degree in accounting or finance
• 7+ years of progressive accounting experience, ideally within a multi-generational family office, wealth management firm, or Oklahoma-based energy/real estate sector.
• Strong working knowledge of investment structures, partnership accounting, real estate, and O&G assets.
• Proven experience independently managing corporate HR functions, payroll systems, and benefits programs.
• Experience directly supporting an executive leader or family principal in a high-touch environment.
• Proficiency in family office software (e.g., Creative Solutions Accounting, Yardi, Quick Books Enterprise, or specialized HRIS/payroll tools).
• Elite tracking skills, high discretion, and a commitment to maintaining confidentiality
• Comprehensive Employee Health Insurance coverage.
• 401(k) Retirement Plan.
• Paid Time Off (PTO) and corporate holidays.