Job Description

CBIZ Talent & Compensation Solutions is assisting our client in their search for a CFO .

Responsibilities

Family Office Financial Oversight & Strategy

• Maintain and oversee the family office’s books, ensuring accuracy and compliance.
• Implement and manage financial systems, controls, and reporting for all entities under the family office.
• Assist in cash flow planning, tax structuring, and investment tracking.
• Provide big-picture financial insights, identifying blind spots and unseen opportunities.

Real Estate & Private Equity Financial Modeling & Growth

• Build and maintain financial models for new acquisition opportunities (real estate and private equity).
• Assist in underwriting, risk analysis, and return projections for potential investments.
• Prepare real estate asset performance reports and oversee financial tracking of portfolio properties.
• Help our team analyze market trends and competitor strategies to identify new investment opportunities.
• Help refine long-term capital allocation strategies to maximize returns.

Strategic Financial Vision & Forward-Thinking Growth

• Work alongside leadership to develop a financial vision and strategic growth plan for the company and its investments.
• Provide financial forecasting, scenario modeling, and data-driven insights to guide decision-making.
• Identify future risks and untapped opportunities, ensuring the company remains ahead of industry shifts.
• Serve as a thought partner, challenging assumptions and bringing fresh, strategic perspectives to financial decisions.

Soccer League Financial Oversight & Expansion Strategy

• Oversee and maintain the books for the largest privately owned soccer league in North America.
• Build budgeting models and financial forecasts for the league’s expansion.
• Help craft the financial strategy for growing the league, ensuring scalability and sustainability.
• Identify revenue opportunities, cost efficiencies, and creative financial models to fuel national growth.

Investor & Financial Technology Management

• Help oversee and maintain our investor portal, ensuring transparency and efficiency.
• Implement and improve tech-driven financial reporting tools for all business verticals.
• Drive financial innovation by leveraging AI, automation, and best-in-class financial technology.
• Ensure seamless financial operations across all company affiliated entities.

Requirements

• 5-10+ years of experience in accounting, financial modeling, investment analysis, or strategic finance.
• CPA, CFA, or relevant finance/accounting degree preferred.
• Deep experience with financial modeling, forecasting, and budgeting—you should be able to build and stress-test financial models with ease.
• Strong understanding of real estate, private equity, and investment growth strategies.
• Experience with investor relations, fund accounting, and asset management is a plus.
• Highly organized, analytical, and adaptable, capable of seeing opportunities others overlook.
• A natural problem solver and financial strategist who can challenge assumptions and offer fresh perspectives.
• Tech-driven mindset with expertise in financial software, automation, and data visualization tools.

CBIZ Talent & Compensation Solutions is an Equal Opportunity Employer.
CBIZ Talent & Compensation Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Job Tags

Similar Jobs