Role Description
Rex is seeking a Head of Finance to build and lead the financial architecture for a growing ecosystem of operating companies, investment vehicles, and family office activities. This role exists to give leadership clear visibility, disciplined judgment, and real-time control across a complex, multi-entity platform.
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Work directly with Peter Rex and senior leadership as the strategic financial quarterback for the organization.
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Own financial reporting, forecasting, capital allocation, cash management, debt strategy, tax strategy, governance, and decision support across companies, funds, entities, and business lines.
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Build systems, models, dashboards, controls, and operating rhythms required to scale.
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Turn complexity into clarity, establish disciplined capital deployment frameworks, strengthen banking and lender relationships, manage investment inflows, and ensure leadership can see risk and opportunity before they become obvious.
Qualifications
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8-12 years of finance leadership experience in private equity, family office, holding company, investment management, or multi-entity operating environments.
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Proven experience managing complex ownership structures, intercompany activity, investment vehicles, and operating company financials.
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Strong background in capital allocation, capital deployment oversight, treasury, lender management, and debt strategy.
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Firsthand experience negotiating debt facilities, credit lines, banking relationships, and liquidity structures.
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Deep corporate accounting and fund accounting fluency, including consolidations, allocations, entity reporting, and governance.
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Strong tax planning exposure, with ability to partner intelligently with external tax, legal, and structuring advisors.
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Advanced financial modeling skills across forecasting, scenario analysis, liquidity planning, underwriting, and portfolio-level reporting.
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Experience with NetSuite, Adaptive Planning, Anaplan, Carta, Excel, BI tools, banking portals, and modern finance workflows.
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Bachelor’s degree in finance, accounting, economics, or related field required. CPA, CFA, or MBA preferred but not required.
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Capable of building systems personally, not just directing others to build them.
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Exceptional judgment under ambiguity, with ability to simplify complex financial realities into clear decisions.
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High ownership, high urgency, and no tolerance for sloppy numbers or vague accountability.
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Comfortable working directly with founders, principals, investors, operators, lenders, attorneys, and tax advisors.
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Intellectually honest, direct, and willing to challenge assumptions when the facts demand it.
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Strong alignment with the Rex mission and long-term platform-building mindset.
Requirements
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Build ecosystem-level financial visibility across operating companies, investment vehicles, family office activities, and intercompany structures.
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Own consolidated forecasting, budgeting, scenario planning, and liquidity planning across the full platform.
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Create capital allocation frameworks that guide investment decisions, operating company funding, debt usage, and reserve strategy.
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Lead cash management across entities, banks, currencies, operating accounts, investment accounts, and treasury workflows.
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Manage lender relationships, negotiate credit lines, evaluate debt facilities, and support long-term capital structure strategy.
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Build financial reporting packages for Peter Rex, senior leadership, investment partners, lenders, and key stakeholders.
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Oversee corporate accounting, fund accounting, intercompany allocations, consolidations, and entity-level financial governance.
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Partner with tax advisors, legal counsel, and leadership to drive tax planning, entity structuring, and ownership-related financial strategy.
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Design employee financial incentive models that align performance, ownership, and long-term value creation.
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Evaluate investment opportunities, capital deployment requests, business plans, and downside risk with clear analytical judgment.
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Implement and optimize finance systems such as NetSuite, Adaptive Planning, Anaplan, Carta, banking platforms, and reporting tools.
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Establish financial controls, approval workflows, reporting cadences, and accountability mechanisms across the ecosystem.
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Deliver hard truths quickly, clearly, and without politics when numbers reveal risk, waste, or weak thinking.
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Build a finance function that scales without becoming bureaucratic.
Benefits
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Base Salary: Salary and Bonus opportunity commensurate on experience and market standards.
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Long-Term Alignment: Opportunity for equity participation in investment returns.
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Comprehensive health, dental, and vision insurance.
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401(k) with company matching.
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Professional development opportunities to advance personal and professional growth.
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Fully remote work flexibility, with travel required for occasional strategic engagements.
