Chief Financial Officer

Description:The Chief Financial Officer (CFO) is a strategic financial leader responsible for overseeing all financial operations, capital strategy, and performance management across a diversified platform including advisory services, capital management, fund management, real estate and other company entities and operations.This role goes beyond traditional accounting—serving as a key business partner to the CEO and Executive Leadership Team (ELT) to drive profitability, optimize capital allocation, support investment strategies, and build scalable financial infrastructure across all entities.Organizational StructureDirect Oversight:Controller (financial reporting, close, controls)Financial Reporting Manager (forecasting, modeling, KPIs)Core Responsibilities:Strategic Financial Leadership - Serve as financial advisor to CEO and ELT on growth, profitability, and risk. Lead enterprise-wide financial strategy across all business lines. Support M&A, capital raises, and investment decisions. Align financial strategy with operational and investment prioritiesFinancial Planning & Analysis (FP&A) - Own budgeting, forecasting, and rolling forecasts across entities. Develop consolidated and segmented financial reporting (by business line). Build KPI dashboards aligned with each company’s profitability and develop specialized dashboards for unique to each business division based on industry standards. Provide actionable insights to leadership for decision-making.Multi-Entity Financial Management - Oversee financial operations across multiple companies. Ensure proper intercompany accounting, eliminations, and consolidations. Standardize chart of accounts and reporting structures across entities.Capital & Cash Management - Oversee enterprise cash flow, liquidity, and capital allocation. Optimize debt structures, banking relationships, and credit facilities. Partner with investment teams on fund capital deployment and return optimization. Manage distributions, investor returns, and reinvestment strategies.Fund & Investor Financial Oversight - Ensure accuracy and timeliness of: Investor reporting, Capital account statements, Fund financials (IRR, MOIC, etc.). Partner with fund managers to align financial operations with investor expectations. Support audits, valuations, and fund complianceReal Estate Financial Oversight - Oversee property-level financials, including: NOI, occupancy, rent roll performance, capital expenditures and ROI analysis. Ensure alignment between property operations and financial goals. Support acquisition and disposition underwriting.Accounting, Controls & Compliance - Ensure accurate and timely monthly close across all entities. Establish and maintain strong internal controls and audit readiness. Oversee tax strategy and compliance, external audits and regulatory reporting, and maintain GAAP compliance and industry-specific requirements.Team Leadership & Development - Lead and mentor finance and IT team to build a high-performing, accountable finance organization. Define roles, responsibilities, and career paths. Foster a culture of continuous improvement and collaborationKey Performance Indicators (KPIs)Financial Performance EBITDA and operating margin by business lineCash flow and liquidity metricsForecast accuracyInvestment & CapitalFund performance metrics (IRR, MOIC support)Return on invested capitalDebt service coverage and leverage ratiosOperational FinanceMonthly close cycle time and accuracyReporting timeliness and qualityCost efficiency ratiosReal EstateNOI growthOccupancy ratesCapEx ROIDevelopment of other KPI’s relevant to the companies currently owned and acquired by Larson.Requirements:Qualifications:12–18+ years in finance leadership roles (CFO, VP Finance, etc.)Experience in multi-entity, complex organizations ($75M+ preferred)Strong exposure to at least two of the following:Capital markets / fund managementReal estate financeHealthcare finance (physician groups)Advisory/professional servicesProven experience leading both finance and technology (via Director of IT or systems teams)Education & CertificationsBachelor’s degree in Finance, Accounting, or related fieldCPA strongly preferredMBA or advanced degree a plusCore CompetenciesStrategic financial leadershipAdvanced financial modeling & analyticsMulti-entity consolidations and reportingCapital markets and investment acumenSystems thinking and process optimizationLeadership and team developmentStrong communication with executives and investorsLeadership ProfileStrategic thinker with strong operational executionEntrepreneurial mindset with the success of operations top of mindComfortable in complex, fast-growing environmentsHigh accountability and ownership mindsetStrong collaborator with CEO and ELTData-driven decision makerLarson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:Profit Sharing Bonus Program401(k) with Employer Match (up to 4%)Comprehensive Medical, Dental, and Vision InsuranceCompany-paid Long-term Disability, Life Insurance, and EAPVoluntary Short-term Disability and Supplemental InsuranceGenerous PTO (112 hours after 90 days) + 12 Paid HolidaysTraining, Development, and Educational OpportunitiesCompany Events, Recognition Awards, and Team Activities