Connexa Search Group ยท 1 day ago
Chief Financial Officer (Family Office)
Foley, AL
Full-time
Onsite
Director/Executive
10+ years expConnexa Search Group is working with a privately held, entrepreneur-led organization seeking a hands-on Chief Financial Officer to oversee finance, accounting, and strategic planning. This role involves providing leadership across multiple entities and supporting ownership with financial modeling and decision-making.
Staffing & Recruiting
Hiring Manager
Brandon Clark
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
Qualification
Required
10+ years of progressive experience in finance and accounting
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
Preferred
Experience in project-based accounting and familiarity with family offices
CPA preferred
Company
Connexa Search Group
Office@ConnexaSearch.com 864-900-5271 The Connexa Search Group is a privately owned, nationwide recruiting firm specializing in legal, accounting, finance, tax, HR, sales, purchasing, and supply chain roles.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tommy Martincic
Managing Partner
Company data provided by crunchbase