Fractional CFO – Family Office (PE/VC Focus)

Charles River CFO is seeking a seasoned Fractional CFO to lead the financial infrastructure buildout for a newly formed Family Office with over $1B in assets, focused on Private Equity and Venture Capital. This role is mission-critical and requires a highly experienced executive who can operate with full autonomy and hit the ground running. The part-time role is a 10-15 hours a week commitment and fully remote. 

Location: United States (Remote), this position is open to U.S.-based candidates. 

Key Responsibilities:

• Establish and manage comprehensive domestic and international banking infrastructure, including U.S. and offshore entities.
• Leverage existing relationships with top-tier banks (e.g., JPMorgan, UBS, Morgan Stanley, etc.) to secure banking services, custody solutions, and credit facilities.
• Coordinate and secure BCLs, SBLCs, and structured credit arrangements as needed for transactions and capital deployment.
• Design and oversee financial reporting, compliance, treasury operations, and FX/cash management.
• Implement best-in-class systems for capital call processes, K-1s, waterfall distribution models, and multi-entity accounting.
• Partner with legal and tax counsel to ensure optimal tax structuring, regulatory compliance, and international asset protection.
• Provide ongoing financial strategy, forecasting, and support for investment decisions and global expansion.

Requirements:

• Prior experience as a CFO or senior finance leader in a family office, PE/VC firm, or ultra-high-net-worth environment.
• Proven track record setting up and managing global banking and financial infrastructure.
• Strong relationships with international private banking and institutional finance desks.
• Deep knowledge of credit instruments, cross-border structuring, and private capital markets.
• No tolerance for learning curves – must bring ready-made solutions and execution capabilities.

This is a high-impact, high-autonomy role with immediate execution requirements. Only candidates with top-tier institutional backgrounds and relevant experience will be considered.

Join Us

Charles River CFO, Inc. is an FAO firm serving companies in the life sciences, high technology, manufacturing, professional services, and nonprofit industries. Our clients are publicly traded, middle-market, and venture-backed emerging growth companies. The successful candidate will be entrepreneurial, strategic, and laser-focused.  Charles River CFO services include financial leadership for strategic transactions (IPOs, mergers and acquisitions, and divestitures), financial management, cloud accounting services, and tax services. We offer start-up and emerging companies a complete accounting and finance function while augmenting existing capabilities at large multinational corporations.   

Some Benefits of joining the CRCFO team include the following:

• A 20-year history of success in the FAO market
• Flexible work options
• Variety of career-building client assignments
• Welcoming team model
• Remote, hybrid, and on-site client opportunities

Learn more about CRCFO and our other open opportunities at https://www.crcfo.com/