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Head of Finance

$200-250k plus bonus & equity

Remote (Austin, TX Headquarters)

Bell & Associates has been engaged to help our client recruit their next Head of Finance.  The Head of Finance will build and lead the financial architecture for a growing ecosystem of operating companies, investment vehicles, and family office activities. Working directly with senior leadership, this person will serve as the strategic financial quarterback for the organization, bringing visibility, rigor, and forward-looking judgment across an increasingly complex portfolio.

This role is anchored by three core mandates: building world-class financial visibility, creating disciplined capital allocation frameworks, and establishing the infrastructure required to support long-term growth. The Head of Finance will drive forecasting at ecosystem level and at each company, employee financial incentives, investment partner strategy, global cash management, debt strategy, tax planning and strategy, capital deployment oversight, banking relationships, investment inflows, intercompany allocations, and financial governance across multiple entities and business lines. They will build the systems and reporting frameworks that allow leadership to deploy capital intelligently, evaluate opportunities, manage risk, and see around corners before problems emerge. The ideal candidate brings 8–12 years of finance leadership experience within private equity, family office, holding company, investment management, or multi-entity operating environments. Candidates should have firsthand experience deploying capital, managing lender relationships, negotiating debt facilities and credit lines, overseeing sophisticated tax planning initiatives, and supporting complex ownership structures. Corporate accounting and fund accounting expertise needed, alongside fluency operating modern finance platforms such as NetSuite, Adaptive Planning, Anaplan, Carta, or similar systems.

This is not a delegation-heavy executive role. We are looking for a builder who is equally comfortable designing strategy and personally creating the systems required to execute it. The right candidate combines exceptional financial judgment with analytical rigor, intellectual honesty, and a bias toward simplicity. They must be capable of delivering hard truths with clarity and conviction while bringing order to highly complex environments. This role requires high agency, strong business judgment, and deep alignment with what we are building. We are looking for a trusted advisor, capital allocator, and operator capable of helping steward and scale a multi-entity enterprise over the long term. Must deeply believe in the mission.

Responsibilities

• Build ecosystem-level financial visibility across operating companies, investment vehicles, family office activities, and intercompany structures.
• Own consolidated forecasting, budgeting, scenario planning, and liquidity planning across the full platform.
• Create capital allocation frameworks that guide investment decisions, operating company funding, debt usage, and reserve strategy.
• Lead cash management across entities, banks, currencies, operating accounts, investment accounts, and treasury workflows.
• Manage lender relationships, negotiate credit lines, evaluate debt facilities, and support long-term capital structure strategy.
• Build financial reporting packages for senior leadership, investment partners, lenders, and key stakeholders.
• Oversee corporate accounting, fund accounting, intercompany allocations, consolidations, and entity-level financial governance.
• Partner with tax advisors, legal counsel, and leadership to drive tax planning, entity structuring, and ownership-related financial strategy.
• Design employee financial incentive models that align performance, ownership, and long-term value creation.
• Evaluate investment opportunities, capital deployment requests, business plans, and downside risk with clear analytical judgment.
• Implement and optimize finance systems such as NetSuite, Adaptive Planning, Anaplan, Carta, banking platforms, and reporting tools.
• Establish financial controls, approval workflows, reporting cadences, and accountability mechanisms across the ecosystem.
• Deliver hard truths quickly, clearly, and without politics when numbers reveal risk, waste, or weak thinking.
• Build a finance function that scales without becoming bureaucratic.

Requirements

• 8-12 years of finance leadership experience in private equity, family office, holding company, investment management, or multi-entity operating environments.
• Proven experience managing complex ownership structures, intercompany activity, investment vehicles, and operating company financials.
• Strong background in capital allocation, capital deployment oversight, treasury, lender management, and debt strategy.
• Firsthand experience negotiating debt facilities, credit lines, banking relationships, and liquidity structures.
• Deep corporate accounting and fund accounting fluency, including consolidations, allocations, entity reporting, and governance.
• Strong tax planning exposure, with ability to partner intelligently with external tax, legal, and structuring advisors.
• Advanced financial modeling skills across forecasting, scenario analysis, liquidity planning, underwriting, and portfolio-level reporting.
• Experience with NetSuite, Adaptive Planning, Anaplan, Carta, Excel, BI tools, banking portals, and modern finance workflows.
• Bachelor’s degree in finance, accounting, economics, or related field required. CPA, CFA, or MBA preferred but not required.
• Capable of building systems personally, not just directing others to build them.
• Exceptional judgment under ambiguity, with ability to simplify complex financial realities into clear decisions.
• High ownership, high urgency, and no tolerance for sloppy numbers or vague accountability.
• Comfortable working directly with founders, principals, investors, operators, lenders, attorneys, and tax advisors.
• Intellectually honest, direct, and willing to challenge assumptions when the facts demand it.
• Strong alignment with the mission and long-term platform-building mindset.

BETTER TALENT. BETTER OPPORTUNITY. FIND IT HERE.

Bellsearchfirm.com

Bell & Associates, Inc. is a recognized Executive Recruiting & Staffing leader based in Kansas City. We focus and specialize in the following practice areas – Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, Manufacturing/Operations Management.  We provide top talent to our clients on a Direct Hire, Contract, and Contract-to-Hire basis.