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Family Cfo Jobs (NOW HIRING)

Now CFO

CFO Consultant

Salt Lake City, UT

Job Summary We are seeking a highly skilled and experienced CFO Consultant to join our team, supporting a variety of companies in the Salt Lake City area. This role is responsible for overseeing ...

Now CFO

CFO Consultant

West Jordan, UT

Job Summary We are seeking a highly skilled and experienced CFO Consultant to join our team, supporting a variety of companies in the Salt Lake City area. This role is responsible for overseeing ...

Ascent CFO Solutions

Fractional CFO

Denver, CO · On-site

At Ascent CFO Solution s, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses ...

Now CFO

CFO Consultant

Salt Lake City, UT

Job Summary We are seeking a highly skilled and experienced CFO Consultant to join our team, supporting a variety of companies in the Salt Lake City area. This role is responsible for overseeing ...

Now CFO

CFO Consultant

North Salt Lake, UT

Job Summary We are seeking a highly skilled and experienced CFO Consultant to join our team, supporting a variety of companies in the Salt Lake City area. This role is responsible for overseeing ...

Ascent CFO Solutions, LLC

Interim CFO

$120 - $140/hr

Interim Chief Financial Officer (1099 Contractor) Ascent CFO Solutions At Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and ...

W S DARLEY & CO

Chief Financial Officer (CFO)

Itasca, IL · On-site

$300K - $500K/yr

The CFO will partner closely with the President/CEO and Board of Directors to ensure Darley consistently makes sound, well-timed decisions around capital deployment, liquidity, and enterprise risk.

WFA Staffing Group

Be Seen First

Chief Financial Officer CFO

Milwaukee, WI · On-site

$160K - $200K/yr

Chief Financial Officer (CFO) Due to an upcoming retirement, a well-established Milwaukee-area contractor is seeking an experienced Chief Financial Officer (CFO) to join its leadership team. The CFO ...

W S Darley & Co

Chief Financial Officer (CFO)

Itasca, IL · On-site

$300K - $500K/yr

The CFO will partner closely with the President/CEO and Board of Directors to ensure Darley consistently makes sound, well-timed decisions around capital deployment, liquidity, and enterprise risk.

W S DARLEY & CO

Chief Financial Officer (CFO)

Itasca, IL · On-site

$300K - $500K/yr

The CFO will partner closely with the President/CEO and Board of Directors to ensure Darley consistently makes sound, well-timed decisions around capital deployment, liquidity, and enterprise risk.

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Family Cfo information

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$58K

$151.3K

$306.5K

How much do family cfo jobs pay per year?

As of Jun 10, 2026, the average yearly pay for family cfo in the United States is $151,302.00, according to ZipRecruiter salary data. Most workers in this role earn between $101,500.00 and $182,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Family CFO, and why are they important?

To thrive as a Family CFO, you need a strong background in financial planning, investment management, and accounting, often supported by a degree in finance or accounting and experience in wealth management. Familiarity with financial planning software, tax preparation systems, and portfolio management tools is typically required, along with certifications such as CPA or CFP. Exceptional communication, discretion, and organizational skills help build trust and effectively coordinate with family members and external advisors. These skills ensure the family's assets are managed wisely, financial goals are met, and confidential matters are handled with the utmost professionalism.

What are some typical challenges a Family CFO faces when managing multi-generational wealth and how do they navigate them?

A Family CFO often encounters the challenge of balancing differing financial goals and risk tolerances among family members from different generations. Navigating these requires strong communication skills, the ability to educate family members on financial matters, and the implementation of clear governance structures. They also coordinate with external advisors, such as estate planners and tax professionals, to ensure comprehensive wealth management. Proactively addressing these challenges helps maintain family harmony and supports sustainable financial decision-making.

What is a Family CFO?

A Family CFO, or Chief Financial Officer, is a financial professional who manages the personal finances of an individual or family, much like a CFO would for a business. Their responsibilities typically include budgeting, investment planning, tax strategy, estate planning, and oversight of major financial decisions. Family CFOs often work closely with accountants, attorneys, and other advisors to ensure the family's financial goals are met and risks are minimized. They may serve wealthy families, business owners, or anyone seeking comprehensive financial oversight. The role is becoming increasingly popular among families seeking to professionalize their financial management.
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Chief Financial Officer (Outsourced Services)

Chief Financial Officer (Outsourced Services)

Preferred CFO

UT • Remote

Full-time, Part-time

Posted 29 days ago

Job description

Chief Financial Officer

(Outsourced Services)


JOB TYPE: Full-Time/Part-Time

JOB LOCATION: Utah (virtual work from home office and visit client locations)

CATEGORY: Finance and Accounting


JOB SUMMARY:

Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking an experienced individual to assume the outsourced CFO position for a select group of our existing clients. This position delivers part-time/fractional CFO services to a variety of companies simultaneously. Being a key team member for several different clients provides the CFO with the opportunity to deliver immediate results and influence meaningful impact within the assigned client companies. As a trusted advisor to the executive management teams within these companies, the CFO oversees the tactical finance and accounting function within the company from a high-level, while providing practical, strategic, CFO-level guidance and oversight focused on maximizing and uncovering value and mitigating potential risk.


ESSENTIAL FUNCTIONS:

  • Oversee the work of the controller and senior accountant assigned to the client
  • Assist with month-end reconciliation workbook, as required
  • Provide monthly financial reporting package to client each month (no later than 10th day following month end)
  • Create and maintain a robust financial forecast and budget (expected to master the PCFO forecasting tools and methodology)
  • Create and maintain a 13-week cash flow forecast
  • Meet with the client regularly to review in detail the monthly reporting package and the forecast
  • Provide clients with strategic insight into the financial performance of the company
  • Analyze financial statement trends and KPIs and make recommendations for client actions to address insights from such
  • Develop strong working relationships with clients and other stakeholders
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good, sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company's procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors

QUALIFICATIONS:

  • Bachelor's degree in accounting or finance required (CPA, MBA or MAcc a plus)
  • 2+ years of CFO experience (will coach the right candidate with controller only experience)
  • Advanced working knowledge of GAAP accounting
  • Strong understanding of forecasting methodologies
  • QuickBooks knowledge
  • Strong financial analysis abilities
  • Advanced Microsoft Excel skills required
  • Ability to plan, direct, and control the strategic accounting function for multiple client companies at any given time
  • A decisive individual who possesses a "big picture" perspective and is well versed in implementing and maintaining effective accounting controls and systems
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
  • Willing to travel to local and regional client locations (out-of-state travel is very limited)
  • Exceptional ability to motivate, coach, and develop junior accounting professionals
  • Impeccable communication and interpersonal skills
  • Ability to present reports accurately and concisely to the assigned CFO and/or executive management team
  • Unquestionable business ethics and personal integrity

Job Posted by ApplicantPro