Confidential Chief Financial Officer | CFO Opportunity, Private Investment Platform (Greater LA)
- Full-time
Chief Financial Officer
A privately owned investment platform with multiple operating businesses is seeking a seasoned Chief Financial Officer to partner closely with ownership on financial leadership, capital strategy, and operational scale.
This role is designed for an executive who thrives in complex, multi-entity environments and prefers building structure, clarity, and momentum rather than managing a single, static business.
You will be responsible for creating financial visibility, discipline, and foresight across a portfolio of assets and operating companies including real estate and other private business investments.
Core focus areas include:
- Enterprise-level financial planning and performance oversight
- Capital structure strategy and lender engagement
- Financial governance, controls, and reporting integrity
- Evaluation and execution support for growth initiatives and investments
- Risk assessment and mitigation across entities and assets
You will work directly with ownership and senior leaders, acting as a strategic thought partner while remaining deeply connected to execution.
What success looks like:
- Financial systems and reporting are clear, consolidated, and decision-ready
- Capital resources are aligned with growth priorities
- Leadership has confidence in forecasts, cash flow, and risk exposure
- Infrastructure scales smoothly as the platform grows
This role is well-suited for an executive who:
- Has led finance across multiple entities or business lines
- Is comfortable with debt instruments, lender relationships, and complex cash flows
- Enjoys being close to the business rather than operating from a distance
- Values discretion, trust, and long-term alignment
Experience in private investment environments, real estate-backed platforms, or owner-led businesses is highly relevant.
Competitive executive compensation, inclusive of performance-based incentives and benefits. Long-term upside aligned with platform growth.
Company name and identifying details will be shared selectively after initial conversations to protect confidentiality and ensure mutual alignment.