Director of Finance and Administration

Director of Finance & Administration

Reporting directly to the CEO of this Family Business Office, Controller manages all financial operations, general accounting, and internal controls for a high-net-worth portfolio. This position is a fully on-site role located in Tulsa, OK, bridging private wealth infrastructure with personnel operations by directing complex cash management across multiple entities and leading the internal Human Resources function.

Job Overview

We are seeking a highly sophisticated, discreet, and strategically minded Family Office Controller to report directly to the CEO on-site at our Tulsa office. Managing a diversified portfolio spanning real estate, investments, and oil and gas (O&G), you will serve in a key leadership position to the CEO, overseeing multi-entity accounting, optimizing high-volume liquidity positions, and leading our Human Resources infrastructure to support family office staff.

Key Responsibilities

Strategic Leadership & Financial Reporting

 Report directly to the CEO, providing clear financial analysis, variance insights, and strategic operational guidance.

 Manage full-cycle accounting for multiple legal entities, trusts, LLCs, and philanthropic foundations.

 Oversee specialized asset accounting, including real estate property financials, tenant billings, accounts receivable

and O&G joint interest billings (JIB)/revenue distributions

 Track investment portfolio performance on private equity distributions and tax planning

 Support external CPAs on tax returns and planning, calculation of estimated tax payments, K-1

generation, and trust compliance.

High-Net-Worth Cash Management & Treasury

 Monitor daily cash balances across dozens of entity-specific bank accounts to optimize yield and cash flows.

 Execute fund movements between entities while maintaining intercompany accounting documentation

 Manage banking relationships

Human Resources

 Administer the company's employee benefits programs

 Handle personnel decisions, hiring, background screening, onboarding, and employee relations with strict privacy

protocols

Qualifications & Skills

 Bachelor’s degree in accounting or finance

 7+ years of progressive accounting experience, ideally within a multi-generational family office, wealth

management firm, or Oklahoma-based energy/real estate sector.

 Strong working knowledge of investment structures, partnership accounting, real estate, and O&G assets.

 Proven experience independently managing corporate HR functions, payroll systems, and benefits programs.

 Experience directly supporting an executive leader or family principal in a high-touch environment.

 Proficiency in family office software (e.g., Creative Solutions Accounting, Yardi, QuickBooks Enterprise, or

specialized HRIS/payroll tools).

 Elite tracking skills, high discretion, and a commitment to maintaining confidentiality

Benefits & Perks

 Comprehensive Employee Health Insurance coverage.

 401(k) Retirement Plan.

 Paid Time Off (PTO) and corporate holidays.