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Personal Cfo Jobs (NOW HIRING)

BLUEPRINT SERVICES LLC

Personal CFO

Scottsdale, AZ · On-site

The Personal CFO will be the principals' primary financial resource, responsible for managing and coordinating all financial matters across their personal balance sheets, real estate portfolios, and ...

New

BLUEPRINT SERVICES LLC

Personal CFO

Scottsdale, AZ · On-site

The Personal CFO will be the principals' primary financial resource, responsible for managing and coordinating all financial matters across their personal balance sheets, real estate portfolios, and ...

New

Now CFO

Chief Financial Officer

Portland, OR

$170K - $185K/yr

Consulting CFO - Portland, Oregon NOW CFO is seeking an experienced Consulting CFO to join our team in the Portland, Oregon area. This is a full-time opportunity offering a base salary of $170,000 ...

Now CFO

Chief Financial Officer

Portland, OR · On-site

$170K - $185K/yr

Consulting CFO - Portland, Oregon NOW CFO is seeking an experienced Consulting CFO to join our team in the Portland, Oregon area. This is a full-time opportunity offering a base salary of $170,000 ...

Now CFO

Chief Financial Officer

Portland, OR

$170K - $185K/yr

Consulting CFO Portland, Oregon NOW CFO is seeking an experienced Consulting CFO to join our team in the Portland, Oregon area. This is a full-time opportunity offering a base salary of $170,000$185 ...

Now CFO

Chief Financial Officer

Englewood, CO · Hybrid

$230K - $260K/yr

Chief Financial Officer (CFO) Direct Hire | Englewood, CO - 80112 (Hybrid) NOW CFO is partnering with a confidential client to identify a strategic and hands-on Chief Financial Officer (CFO) to join ...

New

Now CFO

Chief Financial Officer

Englewood, CO · On-site

$230K - $260K/yr

Chief Financial Officer (CFO) Direct Hire | Englewood, CO - 80112 (Hybrid) NOW CFO is partnering with a confidential client to identify a strategic and hands-on Chief Financial Officer (CFO) to join ...

New

Capital CFO+

Chief Financial Officer

Saratoga Springs, NY · On-site

$30 - $35/hr

Company parties Chief Financial Officer (PT and FT opportunities available) Job Title: CFO Pay rate: $35-$40 hourly rate, depending on experience; part-time and full-time opportunities available ...

Now CFO

Chief Financial Officer

Las Vegas, NV · On-site

$230K - $260K/yr

Chief Financial Officer Location: Reno, NV - onsite (re-location provided) Compensation: $230,000 to $260,000 base salary Employment Type: Full-Time, Direct Hire Position Summary A well-established ...

Now CFO

Chief Financial Officer

Reno, NV

$230K - $260K/yr

Chief Financial Officer Location: Reno, NV (Primary) | Las Vegas, NV Compensation: $230,000 to $260,000 base salary Employment Type: Full-Time, Direct Hire Position Summary A well-established and ...

Now CFO

CFO Consultant

Salt Lake City, UT

About NOW CFO NOW CFO is a leading provider of financial consulting services, dedicated to helping businesses achieve their financial objectives. We deliver expert guidance in financial reporting ...

Now CFO

Chief Financial Officer

Reno, NV

$230K - $260K/yr

Chief Financial Officer Location: Reno, NV (Primary) | Las Vegas, NV Compensation: $230,000 to $260,000 base salary Employment Type: Full-Time, Direct Hire Position Summary A well-established and ...

Now CFO

Chief Financial Officer

Reno, NV · On-site

$230K - $260K/yr

Chief Financial Officer Location: Reno, NV (Primary) | Las Vegas, NV Compensation: $230,000 to $260,000 base salary Employment Type: Full-Time, Direct Hire Position Summary A well-established and ...

Now CFO

CFO Consultant

Denver, CO

$95 - $110/hr

JOB SUMMARY NOW CFO is seeking an accomplished and hands-on CFO Consultant to serve a dynamic portfolio of companies throughout the Denver, Colorado market. This is a high-impact role demanding deep ...

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All JobsPersonal Cfo Jobs

Personal Cfo information

See salary details

$52K

$261.5K

$400K

How much do personal cfo jobs pay per year?

As of Jul 25, 2026, the average yearly pay for personal cfo in the United States is $261,533.00, according to ZipRecruiter salary data. Most workers in this role earn between $141,000.00 and $400,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Personal CFO, you need expertise in financial planning, investment management, and tax strategy, often supported by a degree in finance or accounting and certifications like CPA or CFP. Proficiency in financial analysis software, portfolio management tools, and accounting systems is typically required. Exceptional interpersonal skills, discretion, and proactive problem-solving help build trust and deliver tailored financial advice. These skills ensure clients receive comprehensive, strategic guidance to optimize their wealth and achieve long-term financial goals.

What is a Personal CFO?

A Personal CFO (Chief Financial Officer) is a financial professional who manages and coordinates all aspects of an individual’s or family’s financial life. This includes budgeting, investment management, tax planning, estate planning, retirement strategies, and risk management. A Personal CFO acts as a trusted advisor, helping clients make informed decisions to achieve their long-term financial goals. They often collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive and integrated financial planning.

What are the typical responsibilities of a Personal CFO, and how do they differ from traditional financial advisors?

A Personal CFO manages all aspects of an individual’s or family’s financial life, acting as a trusted advisor who coordinates between accountants, attorneys, investment managers, and other professionals. Unlike traditional financial advisors who may focus primarily on investments, a Personal CFO oversees cash flow planning, tax strategy, estate planning, risk management, and philanthropic goals. This role often involves proactively anticipating client needs, maintaining a holistic view of their finances, and regularly communicating with both clients and their other advisors to ensure all financial strategies are aligned. The position is highly collaborative and requires attention to detail, discretion, and strong interpersonal skills.

What is the difference between Personal Cfo vs Financial Advisor?

AspectPersonal CfoFinancial Advisor
CredentialsCertifications like CFP, CPA, or CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentWorks closely with high-net-worth individuals, managing comprehensive financial plansProvides investment advice and financial planning, often working independently or for firms
Employer & IndustryPrivate clients, wealth management firms, or as independent consultantsFinancial services firms, banks, or as independent advisors
Search & Comparison IntentPeople seeking comprehensive personal financial managementIndividuals looking for investment or financial planning advice

The main difference is that a Personal Cfo offers holistic, personalized financial management, including estate planning, taxes, and investments, while a Financial Advisor primarily focuses on investment strategies and financial planning. Both roles require similar credentials and often serve high-net-worth clients, but the scope of services differs.

More about Personal Cfo jobs
What job categories do people searching Personal Cfo jobs look for? The top searched job categories for Personal Cfo jobs are:
Personal Cfo jobs near you
Infographic showing various Personal Cfo job openings in the United States as of July 2026, with employment types broken down into 64% Full Time, 1% Part Time, 34% Nights, and 1% Summer. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $261,533 per year, or $125.7 per hour.

Personal CFO

BLUEPRINT SERVICES LLC

Scottsdale, AZ • On-site

Full-time

Posted 2 days ago

Job description

Position Overview

We are seeking a highly experienced and versatile finance professional to serve as Personal CFO / Director of Finance for three real estate principals. This is a senior, hands-on role that sits at the intersection of personal wealth management, real estate investment, and operating company finance.


The Personal CFO will be the principals’ primary financial resource, responsible for managing and coordinating all financial matters across their personal balance sheets, real estate portfolios, and affiliated business ventures.


In addition, the role will provide accounting and financial reporting support to Soltrust Advisors, the external manager of Soltrust Residential REIT, though it will not be responsible for property-level reporting for Soltrust Residential REIT’s owned portfolio.


The CFO-level responsibilities for Soltrust Residential REIT itself - including oversight of the REIT’s books and financial reporting, its owned buildings, investor reporting, audit coordination, and broader fund-level leadership - may be folded into the role over time if the individual proves to be the right long-term fit and the organization is ready for that transition.


Reporting Structure

The Personal CFO reports directly to the three principals and works in close coordination with their outside advisors, including tax preparers, attorneys, lenders, insurance brokers, and third-party property managers. The existing Investment Controller would be a direct report to this position.


Key Responsibilities Personal Financial Management
  • Prepare and maintain personal financial statements for each principal, including balance sheets, income statements, and net worth summaries
  • Coordinate and manage each principal’s overall balance sheet, tracking assets,

liabilities, and equity across all holdings

  • Liaise with outside tax preparers to ensure timely preparation and filing of all required federal, state, and local tax returns
  • Manage cash flow planning and liquidity across personal and investment accounts, including daily treasury management
  • Coordinate with attorneys, bankers, insurance brokers, and other outside professionals on financial matters
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Real Estate Portfolio – Principals’ Owned Properties
  • Gather, record, and consolidate property-level income and expense data from third-party

property managers across the principals’ portfolio

  • Maintain accurate books and records for all principal-owned properties
  • Analyze rental property cash flows and work with third-party property managers to optimize leasing, occupancy, and revenue performance
  • Prepare and present periodic financial reports on portfolio performance, including variance analysis and key operating metrics
  • Provide ongoing property-level accounting and financial reporting for properties owned directly by the principals
  • Liaise with outside tax preparers to ensure timely preparation and filing of all required federal, state, and local tax returns and distribution of K-1’s
Development Projects & Capital Transactions
  • Build and maintain financial models for development opportunities, including pro formas, return analyses, and scenario modeling
  • Prepare loan packages, draw requests, and supporting financial documentation for construction and permanent financing from third-party lenders
  • Manage the financial oversight of properties under construction, including budgeting, cost tracking, forecasting, and reporting against construction budgets
  • Monitor development timelines and flag financial risks or cost variances to the principals
Investment Management
  • Track and report on the principals’ active and passive investment portfolios, including

real estate partnerships, private equity, and other alternative investments

  • Monitor investment performance, distributions, capital calls, and compliance requirements
  • Assist in underwriting and evaluating new investment opportunities as directed by the principals
Soltrust Advisors – External Manager Support
  • Provide day-to-day accounting, bookkeeping, and financial reporting for Soltrust Advisors, the management company for Soltrust Residential REIT
  • Support Soltrust Advisors management-company reporting, including management fee calculations, operating budgets, internal reporting, and advisor-level financial controls
  • Coordinate with the Soltrust Residential REIT’s auditors, legal counsel, and other service providers only as needed for Soltrust Advisors’ management-company responsibilities
Other Business Ventures
  • Support accounting, bookkeeping, and financial reporting for the principals’ affiliated

business entities and ventures

  • Maintain organized financial records and entity-level books across multiple LLCs, partnerships, or other structures
  • Assist in structuring and tracking intercompany transactions, loans, and distributions
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Qualifications & Experience Required
  • Bachelor’s degree in Accounting, Finance, or a related field; CPA strongly preferred
  • Minimum 8–10 years of progressive experience in real estate finance, personal financial management, family office, or a combination thereof
  • Demonstrated experience with real estate investment accounting, including rental properties, development projects, and multi-entity structures
  • Strong financial modeling skills, including development pro formas and cash flow analysis
  • Experience coordinating with third-party property managers, lenders, tax advisors, and legal counsel
  • Proficiency with real estate accounting software (e.g., Yardi, AppFolio, or equivalent) and general ledger platforms (QuickBooks, Sage, or similar)
  • Advanced Microsoft Excel skills
Preferred
  • Prior experience in a family office, high-net-worth individual advisory, or multi-principal environment
  • Familiarity with REIT structures, fund-level accounting, or investment manager operations
  • Experience supporting construction financing, including draw management and lender reporting
  • Working knowledge of trust, partnership, and LLC accounting


Key Competencies
  • High degree of discretion and professionalism in handling confidential personal and financial information
  • Strong organizational skills and ability to manage multiple priorities across diverse entities and asset classes
  • Excellent written and verbal communication skills; ability to present complex financial information clearly to non-financial audiences
  • Self-starter with the ability to operate independently and proactively identify issues
  • Collaborative working style with the ability to build effective relationships with the principals and outside advisors
  • Detail-oriented with a strong commitment to accuracy and timeliness


Compensation & Structure

This is a full-time, direct-hire position. Compensation will be commensurate with experience and will include a competitive base salary, performance bonus opportunity, and benefits package.

Specific terms will be discussed with qualified candidates.