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Personal Cfo Jobs (NOW HIRING)

Now CFO

Chief Financial Officer

Oklahoma City, OK · Hybrid

$150K - $190K/yr

Chief Financial Officer (CFO) Location: Edmond, OK (Full-Time, Hybrid) Company: Confidential Client of NOW CFO Position Overview We are seeking a strategic and hands-on Chief Financial Officer (CFO) ...

Now CFO

Chief Financial Officer

Bethany, OK · Hybrid

$150K - $190K/yr

Chief Financial Officer (CFO) Location: Edmond, OK (Full-Time, Hybrid) Company: Confidential - Client of NOW CFO Position Overview We are seeking a strategic and hands-on Chief Financial Officer (CFO ...

Now CFO

Chief Financial Officer

Bethany, OK · On-site

$150K - $190K/yr

Chief Financial Officer (CFO) Location: Edmond, OK (Full-Time, Hybrid) Company: Confidential - Client of NOW CFO Position Overview We are seeking a strategic and hands-on Chief Financial Officer (CFO ...

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 ...

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

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 ...

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 · 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 ...

CAPITAL CFO+ LLC

Chief Financial Officer

Glens Falls, NY · On-site +1

$62K - $72K/yr

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" mentality, with our ...

Now CFO

CFO Consultant

Thornton, 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 ...

CAPITAL CFO+ LLC

Chief Financial Officer

Glens Falls, NY · On-site +1

$62K - $72K/yr

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" mentality, with our ...

CAPITAL CFO+ LLC

Chief Financial Officer

Glens Falls, NY · On-site +1

$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

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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Personal Cfo information

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$52K

$261.5K

$400K

How much do personal cfo jobs pay per year?

As of Jun 8, 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 May 2026, with employment types broken down into 1% As Needed, 94% Full Time, and 5% Contract. Highlights an 79% Physical, 9% Hybrid, and 12% 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 - $190K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Chief Financial Officer (CFO)

Location: Edmond, OK (Full-Time, Hybrid)
Company: Confidential Client of NOW CFO

Position Overview

We are seeking a strategic and hands-on Chief Financial Officer (CFO) to oversee all accounting and financial operations for a growing organization in the financial services/banking space. This individual will play a key leadership role in building out the finance function, driving financial strategy, and ensuring regulatory compliance while partnering closely with executive leadership and the Board. This is a direct hire, permanent opportunity on our client's team.

Key Responsibilities
  • Oversee all accounting and financial operations, ensuring accuracy, timeliness, and compliance
  • Lead financial planning, budgeting, forecasting, and long-term capital strategy
  • Build and scale the accounting and finance function, including processes, systems, and team structure
  • Manage regulatory and financial reporting, including financial statements and required filings
  • Monitor and manage cash flow, liquidity, and funding projections, including interest rate risk
  • Oversee asset/liability management (ALCO), balance sheet strategy, and financial risk analysis
  • Partner with executive leadership and Board to drive strategic initiatives and profitability
  • Maintain relationships with auditors, regulators, banking partners, and external stakeholders
  • Support ERP implementation and ongoing financial systems improvements
  • Lead and develop the finance and accounting team
Must-Have Qualifications
  • Bachelors degree in Accounting, Finance, or related field
  • 710+ years of progressive experience in finance/accounting, with strong exposure to banking or financial services
  • Strong background in banking regulations, approvals/accreditation processes, and compliance
  • Experience with cash flow management, funding strategies, and financial projections
  • Prior involvement in ERP implementations or system upgrades
  • Proven ability to assess and manage financial risks, including interest rate risk
  • Experience building or scaling accounting/finance functions or working in a growing environment
  • Strong leadership and communication skills, with the ability to partner with executive stakeholders
  • Advanced Excel and financial systems proficiency
Nice-to-Have Qualifications
  • CPA or similar professional certification
  • Experience working in a startup or newly chartered banking environment
  • Highly self-motivated with strong ownership and accountability mindset
Compensation & Benefits
  • Base Salary: ~$150K $190K+ (DOE)
  • 401k
  • PTO, Medical, Dental and Vision Insurance

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