CFO, Single-Family Office: Tech-Forward Finance Leader

And Simple ApS; Joplin (MO); On-site; USD 400,000 - 475,000; Full time

Job summary

Bell & Associates, Inc. has been engaged to identify the first CFO for a single-family office in Joplin, MO. This senior role leads accounting, finance, tax, treasury, and reporting for complex family entities, trusts, partnerships, and investment vehicles.

The ideal candidate combines strong technical depth with hands-on leadership, confidentiality, and a track record of building a technology-forward finance function. Relocation to the Joplin area is required.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Economics, or related field; CPA strongly preferred.
• 10+ years of progressive accounting and finance experience, including managing teams.

Responsibilities

• Lead accounting, tax, and finance team; establish roles, deadlines, and standards.
• Oversee day-to-day accounting across entities, trusts, partnerships, foundations, and investment vehicles.
• Manage month-/quarter-/year-end close with ownership and deadlines.
• Review complex reconciliations, intercompany activity, allocations, and reporting packages.
• Develop and document policies, approvals, control procedures, and SOPs.
• Prepare and deliver financial statements, net worth summaries, liquidity reports, and dashboards.
• Translate complex accounting/investment info into decision-ready reports for principals and advisors.
• Support leadership with analysis of financial trends, liquidity, and cash planning.
• Oversee treasury, cash management, debt schedules, and bank relationships.
• Coordinate tax, audits, and external advisor collaboration.
• Support investment operations and capital calls/distributions tracking.
• Design and monitor internal controls; drive process improvements and tech modernization.

Skills

Team leadership

Financial reporting

Budgeting

Cash management

Internal controls

Communication

Microsoft Office

Education

Bachelor’s degree in Accounting/Finance/Business/Economics

Tools

Microsoft Office

Job description

Bell & Associates, Inc. has been engaged to identify the first CFO for a single-family office in Joplin, MO. This senior role leads accounting, finance, tax, treasury, and reporting for complex family entities, trusts, partnerships, and investment vehicles.

The ideal candidate combines strong technical depth with hands-on leadership, confidentiality, and a track record of building a technology-forward finance function. Relocation to the Joplin area is required.