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Posted May 9, 2026

Fractional CFO Needed for Multi-Entity Family Business Portfolio

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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
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