Fractional CFO Needed for Multi-Entity Family Business Portfolio

We are a husband and wife founder team based in Los Angeles operating across multiple businesses — a nonprofit grant program, a for-profit media and podcast company, a production company, real estate holdings, and entrepreneurial ventures. We are actively building a family trust and need one experienced fractional CFO who can hold the full financial picture across all of it. This is a strategic seat, not a bookkeeping role.

Scope of work

Build and maintain a unified financial dashboard across all entities — nonprofit, for-profit, production, real estate, and trust

Revenue modeling and cash flow forecasting across media, production, and real estate

Structure intercompany transactions between nonprofit and for-profit entities cleanly and compliantly

Real estate equity strategy — advise on when to hold, pull equity, or acquire

Coordinate trust structuring alongside our legal team

Model sponsorship and partnership revenue as our media assets scale

Deliver a clear long-term wealth building roadmap across the full portfolio

What we are looking for

Proven experience managing finances across multiple business entities simultaneously — tell us what they were

Background in media, entertainment, nonprofit, or real estate finance — ideally more than one

Familiarity with family trust structures and generational wealth planning

Ability to work directly with two founders and communicate without jargon

Strong Upwork job score and verifiable client references — not logos, names

Apply Now

Apply Now