[Remote] Head of Finance

Note: The job is a remote job and is open to candidates in USA. Rex is a privately held ecosystem of entrepreneurial ventures focused on real estate private equity, technology, insurance, and AI. They are seeking a Head of Finance to build and lead the financial architecture for a growing ecosystem of operating companies and investment vehicles, ensuring financial visibility and strategic capital allocation.

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 Peter Rex, 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

Skills

• 10–15 years of finance leadership experience within private equity, family office, holding company, investment management, or multi-entity operating environments
• 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
• Fluency operating modern finance platforms such as NetSuite, Adaptive Planning, Anaplan, Carta, or similar systems
• Exceptional financial judgment with analytical rigor
• High agency, strong business judgment, and deep alignment with the mission
• Bachelor's degree in finance, accounting, economics, or related field required
• CPA, CFA, or MBA preferred but not required
• 8-12 years of finance leadership experience in private equity, family office, holding company, investment management, or multi-entity operating environments
• Strong background in capital allocation, capital deployment oversight, treasury, lender management, and debt strategy
• 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

Benefits

• Opportunity for equity participation in investment returns
• Comprehensive health, dental, and vision insurance
• 401(k) with company matching
• Professional development opportunities to advance personal and professional growth
• Fully remote work flexibility, with travel required for occasional strategic engagements

Company Overview