ZipRecruiter

Log In

1

Personal Cfo Jobs (NOW HIRING)

Now CFO

Chief Financial Officer

Oklahoma City, OK · Hybrid

$150K - $185K/yr

Chief Financial Officer (CFO) Location: Edmond, OK (Hybrid) Compensation: $150,000 - $185,000 Base Salary + Bonus + Equity Opportunity Company: Confidential Client of NOW CFO Position Overview NOW CF ...

Now CFO

Chief Financial Officer

Bethany, OK · Hybrid

$150K - $185K/yr

Chief Financial Officer (CFO) Location: Edmond, OK (Hybrid) Compensation: $150,000 - $185,000 Base Salary + Bonus + Equity Opportunity Company: Confidential - Client of NOW CFO Position Overview NOW ...

Apply Early

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 ...

New

Apply Early

Now CFO

Chief Financial Officer

Bethany, OK · On-site

$150K - $185K/yr

Chief Financial Officer (CFO) Location: Edmond, OK (Hybrid) Compensation: $150,000 - $185,000 Base Salary + Bonus + Equity Opportunity Company: Confidential - Client of NOW CFO Position Overview NOW ...

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$185 ...

New

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 ...

New

Capital CFO+

Chief Financial Officer

Glens Falls, NY · On-site

$62K - $72K/yr

Capital CFO+ Chief Financial Officer Opportunity Capital CFO+ is the company that cares! We care about our employees, our clients, clear communication, accountability and collaborative problem ...

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 ...

Capital CFO+

Chief Financial Officer

Glens Falls, NY · On-site

$62K - $72K/yr

Wellness resources Capital CFO+ is the company that cares! We care about our employees, our clients, clear communication, accountability and collaborative problem solving. We have a "help first ...

Now CFO

CFO Consultant

Phoenix, AZ · Hybrid

$190K - $210K/yr

Job Title: CFO Consultant Location: Phoenix, AZ Workplace Type: Hybrid Salary: $190k-$210k/yr About NOW CFO: NOW CFO is a leading provider of financial consulting services, dedicated to helping ...

Apply Early

Now CFO

CFO Consultant

Tucson, AZ · Hybrid

$190K - $210K/yr

Job Title: CFO Consultant Location: Phoenix, AZ Workplace Type: Hybrid Salary: $190k-$210k/yr About NOW CFO: NOW CFO is a leading provider of financial consulting services, dedicated to helping ...

Apply Early

Now CFO

CFO Consultant

Tucson, AZ · Hybrid

$190K - $210K/yr

Job Title: CFO Consultant Location: Phoenix, AZ Workplace Type: Hybrid Salary: $190k-$210k/yr About NOW CFO: NOW CFO is a leading provider of financial consulting services, dedicated to helping ...

Now CFO

CFO Consultant

Phoenix, AZ · On-site

$190K - $210K/yr

Job Title: CFO Consultant Location: Phoenix, AZ Workplace Type: Hybrid Salary: $190k-$210k/yr About NOW CFO: NOW CFO is a leading provider of financial consulting services, dedicated to helping ...

Now CFO

CFO Consultant

Phoenix, AZ · Hybrid

$190K - $210K/yr

Job Title: CFO Consultant Location: Phoenix, AZ Workplace Type: Hybrid Salary: $190k-$210k/yr About NOW CFO: NOW CFO is a leading provider of financial consulting services, dedicated to helping ...

Apply Early

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 ...

next page

Showing results 1-20

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 3, 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 June 2026, with employment types broken down into 50% Full Time, and 50% Temporary. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $261,533 per year, or $125.7 per hour.
Chief Financial Officer

Chief Financial Officer

Now CFO

Oklahoma City, OK • Hybrid

$150K - $185K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Chief Financial Officer (CFO)

Location: Edmond, OK (Hybrid)
Compensation: $150,000 - $185,000 Base Salary + Bonus + Equity Opportunity
Company: Confidential Client of NOW CFO

Position Overview

NOW CFO is partnering with a confidential financial services organization seeking a hands-on Chief Financial Officer (CFO) to help build and lead the finance and accounting function of a newly established institution. This is a unique opportunity to join the executive leadership team during a critical growth phase and play a key role in shaping the organization's financial infrastructure, strategy, and long-term success.

Reporting directly to the CEO and working closely with the Board of Directors, the CFO will oversee accounting operations, financial reporting, budgeting, forecasting, capital planning, and strategic financial initiatives. This role is ideal for an experienced Controller, VP of Finance, Finance Director, or CFO who enjoys building processes, creating structure, and operating in a dynamic entrepreneurial environment.

Key Responsibilities

Lead all accounting and financial operations, ensuring accurate and timely financial reporting
Oversee budgeting, forecasting, cash flow management, and financial planning activities
Build and enhance accounting processes, internal controls, and financial infrastructure
Manage the general ledger, financial statements, audits, and external reporting requirements
Develop financial models, projections, and capital planning strategies to support organizational growth
Partner with executive leadership and the Board to support strategic decision-making
Monitor liquidity, profitability, and overall financial performance
Coordinate relationships with auditors, banking partners, regulators, and other external stakeholders
Evaluate and improve financial systems, reporting tools, and operational processes
Build, mentor, and develop the accounting and finance team as the organization grows

Qualifications

Bachelor's degree in Accounting, Finance, or a related field
7+ years of progressive accounting and finance leadership experience
Strong understanding of financial reporting, general ledger management, budgeting, forecasting, and cash flow management
Experience building or improving accounting processes, controls, and financial infrastructure
Demonstrated ability to operate as both a strategic leader and hands-on financial operator
Excellent communication and executive-level presentation skills
Advanced proficiency with financial systems and Microsoft Excel

Preferred Qualifications

CPA designation preferred but not required
Experience within banking, lending, credit unions, mortgage, financial services, or other regulated industries
Experience working within a startup, growth-stage, or entrepreneurial environment
Familiarity with balance sheet management, financial risk analysis, and regulatory reporting concepts
Experience supporting audits, compliance initiatives, or regulatory examinations

Why This Opportunity?

Executive leadership role reporting directly to the CEO
Opportunity to build and shape the finance function from the ground up
Significant visibility and interaction with the Board of Directors
Equity participation opportunity
Ability to make a meaningful impact during a critical growth stage
Collaborative, entrepreneurial environment with long-term growth potential

Compensation & Benefits

Base Salary: $150,000 - $185,000 DOE
Performance-Based Bonus Opportunity
Equity Participation Program
Medical, Dental, and Vision Insurance
401(k)
Paid Time Off

#IND2 #ZR

Apply