[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.ResponsibilitiesBuild ecosystem-level financial visibility across operating companies, investment vehicles, family office activities, and intercompany structuresOwn consolidated forecasting, budgeting, scenario planning, and liquidity planning across the full platformCreate capital allocation frameworks that guide investment decisions, operating company funding, debt usage, and reserve strategyLead cash management across entities, banks, currencies, operating accounts, investment accounts, and treasury workflowsManage lender relationships, negotiate credit lines, evaluate debt facilities, and support long-term capital structure strategyBuild financial reporting packages for Peter Rex, senior leadership, investment partners, lenders, and key stakeholdersOversee corporate accounting, fund accounting, intercompany allocations, consolidations, and entity-level financial governancePartner with tax advisors, legal counsel, and leadership to drive tax planning, entity structuring, and ownership-related financial strategyDesign employee financial incentive models that align performance, ownership, and long-term value creationEvaluate investment opportunities, capital deployment requests, business plans, and downside risk with clear analytical judgmentImplement and optimize finance systems such as NetSuite, Adaptive Planning, Anaplan, Carta, banking platforms, and reporting toolsEstablish financial controls, approval workflows, reporting cadences, and accountability mechanisms across the ecosystemDeliver hard truths quickly, clearly, and without politics when numbers reveal risk, waste, or weak thinkingBuild a finance function that scales without becoming bureaucraticSkills10–15 years of finance leadership experience within private equity, family office, holding company, investment management, or multi-entity operating environmentsFirsthand experience deploying capital, managing lender relationships, negotiating debt facilities and credit lines, overseeing sophisticated tax planning initiatives, and supporting complex ownership structuresCorporate accounting and fund accounting expertise neededFluency operating modern finance platforms such as NetSuite, Adaptive Planning, Anaplan, Carta, or similar systemsExceptional financial judgment with analytical rigorHigh agency, strong business judgment, and deep alignment with the missionBachelor's degree in finance, accounting, economics, or related field requiredCPA, CFA, or MBA preferred but not required8-12 years of finance leadership experience in private equity, family office, holding company, investment management, or multi-entity operating environmentsStrong background in capital allocation, capital deployment oversight, treasury, lender management, and debt strategyDeep corporate accounting and fund accounting fluency, including consolidations, allocations, entity reporting, and governanceStrong tax planning exposure, with ability to partner intelligently with external tax, legal, and structuring advisorsAdvanced financial modeling skills across forecasting, scenario analysis, liquidity planning, underwriting, and portfolio-level reportingExperience with NetSuite, Adaptive Planning, Anaplan, Carta, Excel, BI tools, banking portals, and modern finance workflowsBenefitsOpportunity for equity participation in investment returnsComprehensive health, dental, and vision insurance401(k) with company matchingProfessional development opportunities to advance personal and professional growthFully remote work flexibility, with travel required for occasional strategic engagementsCompany OverviewRex is a tech-based firm that focuses on developing innovative solutions to tackle significant challenges within the real estate industry. It was founded in 2018, and is headquartered in Austin, Texas, USA, with a workforce of 501-1000 employees. Its website is https://rex.com/.