Overview
Chief Financial Officer Jobs in Schaumburg, IL at The Overture Group, LLC
Title: Chief Financial Officer
Company: The Overture Group, LLC
Location: Schaumburg, IL
A private family office is seeking a highly capable Chief Operating Officer / Chief Financial Officer to lead administrative, financial, operational, investment reporting, real estate accounting, and family office support functions.
Reporting directly to family leadership, this executive will oversee internal staff and a broad network of external advisors, including legal, tax, estate planning, investment, real estate, banking, and consulting partners. The role requires a hands-on, highly trusted leader who can combine financial discipline, operational oversight, advisor management, and family office service.
Key Responsibilities
The COO/CFO will lead all functions of the family office, including:
- Accounting, bookkeeping, budgeting, cash management, financial reporting, and long-term cash flow forecasting
- Investment tracking, performance reporting, back-office operations, and execution of Investment Committee decisions
- Trust, estate, tax, charitable foundation, insurance, and risk management oversight
- Real estate accounting, reporting, pricing review, contract review, and coordination with external professionals
- Human resources, office administration, systems, processes, controls, and technology improvements
- External advisor management, including bankers, attorneys, tax advisors, investment advisors, real estate advisors, and consultants
- Financial reporting and balance sheet reporting for individual family units and related entities
- Treasurer-level support for a related nonprofit organization, including board-related financial and administrative responsibilities
Ideal Candidate Profile
The successful candidate will bring a blend of CFO-level financial expertise, COO-level operational leadership, and family office judgment. This person should be comfortable working in a private, high-trust environment where discretion, responsiveness, accuracy, and sound decision-making are essential.
Strong candidates will have experience with:
- Family office, private wealth, closely held business, real estate, investment accounting, or complex entity structures
- Oversight of tax, estate, trust, foundation, and regulatory compliance matters
- Investment reporting, performance analysis, and portfolio administration
- Real estate development, property transactions, contracts, and external advisor coordination
- Leading small professional teams while managing outsourced expert relationships
- Building systems, controls, reporting processes, and accountability across an office environment
Leadership Expectations
This role requires a leader who can:
- Establish clear goals and hold staff and advisors accountable
- Improve office systems, reporting, controls, and technology
- Anticipate family office needs and proactively solve problems
- Communicate clearly with family stakeholders, staff, and outside advisors
- Maintain high standards of confidentiality, accuracy, and service
- Serve as a trusted senior advisor on financial, operational, investment, real estate, and administrative matters
Why This Role
This is a unique opportunity for a senior finance and operations executive to step into a broad, influential leadership role within a private family office. The position offers meaningful responsibility across finance, investments, real estate, estate planning, foundation administration, and family office operations.
