Vice President Finance
2 days ago
Houston
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Position Summary The Vice President of Finance reports directly to the Chairman and serves as a trusted partner supporting his efforts across three key areas: board and shareholder communications, family office financial management, and the firm’s financial oversight. This role requires a strategic, highly organized professional who can coordinate internal teams and external advisors to ensure accurate, timely, and insightful financial execution. Key Responsibility Area 1: Board & Shareholder Communication and Reporting • Support the Chairman in preparing comprehensive board packages, including quarterly performance summaries, and all materials provided to shareholders., • Manage the process of gathering and presenting information required for board meetings, shareholder updates, and other corporate communications., • Coordinate valuations, tender offers, and corporate transactions impacting ownership or capital structure, ensuring the Chairman has all necessary information and documentation., • Prepare clear, accurate financial narratives and supporting analyses that reflect the business’s performance, strategy, and progress against key metrics and objectives., • Continuously track financial and operational indicators to monitor performance versus expectations, proactively identifying variances and preparing recommendations to address gaps or capitalize on opportunities. Key Responsibility Area 2: Family Office Support and Personal Financial Management • Serve as the primary point of contact coordinating all aspects of the Chairman’s family office, working with third-party service providers handling financial reporting, risk management, tax compliance, estate planning, and daily administration., • Monitor activities, deliverables, and the achievement of defined financial goals to confirm that all personal financial matters are completed accurately and on schedule., • Provide recommendations to the Chairman regarding balance sheet optimization, investment decisions, and expense management in alignment with objectives and performance benchmarks., • Facilitate execution of estate planning and other financial strategies, ensuring confidentiality and discretion., • Establish and maintain a system to track key financial and operational metrics related to the family office, regularly reviewing progress and proposing adjustments to improve results and maintain alignment with long-term plans. Key Responsibility Area 3: Firm Financial Management, Planning & Optimization • Support the Chairman by managing the preparation of financial statements, budgets, forecasts, and operational reports for the business., • Coordinate with department leaders on budgeting, resource planning, and financial decision-making to ensure alignment with strategic goals and measurable performance targets., • Evaluate and help implement balance sheet strategies, financing opportunities, and capital allocation initiatives to optimize financial outcomes., • Supervise processes and timelines to confirm that all reporting, compliance, and financial management activities are completed accurately and efficiently., • Develop and maintain dashboards and reporting tools to track performance against key financial and operational metrics, providing timely insights and recommendations when performance deviates from expectations or targets. Qualifications and Competencies Education and Credentials • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required; MBA, CPA, or another advanced financial credential strongly preferred. Professional Experience • Minimum of 10 years of progressive experience in senior finance roles, ideally within a privately held company, investment firm, family office, or multi-entity organization., • Demonstrated experience supporting executive leadership with board reporting, constituent communication, and strategic financial analysis., • Background managing or coordinating family office activities, including oversight of tax, estate, and investment matters, is highly desirable., • Strong familiarity with financial transactions, business valuations, and balance sheet optimization strategies. Technical Expertise • Proficiency in financial statement preparation, budgeting, forecasting, and performance reporting., • Working knowledge of accounting principles, tax considerations, and regulatory compliance requirements for complex organizations and family entities., • Competence with financial systems, reporting tools, and data visualization to track and present key metrics effectively. Skills and Competencies • Exceptional attention to detail and a high standard of accuracy in all work., • Strong analytical mindset with the ability to track key metrics, monitor performance versus goals, and develop actionable recommendations., • Goal-oriented and process-driven approach, consistently delivering high-quality work on time and meeting deadlines., • Outstanding organizational skills with the ability to balance a large and varied workload while maintaining clarity and focus., • Highly collaborative, team-oriented mindset with the ability to work effectively across functions and build rapport with a wide range of personalities., • Flexible, hands-on professional who is willing to do whatever is needed to support the Chairman’s objectives and ensure the success of the organization., • Excellent written and verbal communication skills, including the ability to translate complex financial information into clear, compelling presentations., • High degree of discretion and professionalism in handling sensitive personal and corporate financial matters. Compensation Structure: • Guaranteed compensation will be commensurate with experience, • Quarterly bonuses based on the value added to the organization, • Participation in profit sharing, • Eligibility to participate in the Firm’s matching 401(k) plan after 30 days of employment., • Generous PTO plan along with an excellent Benefits Package