Rex

Head of Finance

Austin, USA · Exec

Sponsorship not specifiedDetected 43 days ago

OpenAPIFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelTaxLeadershipCommunicationFinancial ReportingNetSuiteUnderwriting

About the role

Working directly with Peter Rex and senior leadership, this person will serve as the strategic financial quarterback for the organization, bringing visibility, rigor, and forward-looking judgment across an increasingly complex portfolio.
Candidates should have firsthand experience deploying capital, managing lender relationships, negotiating debt facilities and credit lines, overseeing sophisticated tax planning initiatives, and supporting complex ownership structures.

Build ecosystem-level financial visibility across operating companies, investment vehicles, family office activities, and intercompany structures.
Own consolidated forecasting, budgeting, scenario planning, and liquidity planning across the full platform.
Create capital allocation frameworks that guide investment decisions, operating company funding, debt usage, and reserve strategy.
Lead cash management across entities, banks, currencies, operating accounts, investment accounts, and treasury workflows.
Manage lender relationships, negotiate credit lines, evaluate debt facilities, and support long-term capital structure strategy.
Build financial reporting packages for Peter Rex, senior leadership, investment partners, lenders, and key stakeholders.
Partner with tax advisors, legal counsel, and leadership to drive tax planning, entity structuring, and ownership-related financial strategy.
Design employee financial incentive models that align performance, ownership, and long-term value creation.
Implement and optimize finance systems such as NetSuite, Adaptive Planning, Anaplan, Carta, banking platforms, and reporting tools.
Deliver hard truths quickly, clearly, and without politics when numbers reveal risk, waste, or weak thinking.

Experience with NetSuite, Adaptive Planning, Anaplan, Carta, Excel, BI tools, banking portals, and modern finance workflows.
Bachelor's degree in finance, accounting, economics, or related field required.
This role is anchored by three core mandates: building world-class financial visibility, creating disciplined capital allocation frameworks, and establishing the infrastructure required to support long-term growth.
The Head of Finance will build the systems, models, dashboards, controls, and operating rhythms required to scale.
Must be missionary to the bone.

building world-class financial visibility, creating disciplined capital allocation frameworks, and establishing the infrastructure required to support long-term growth.
The ideal candidate brings 8-12 years of finance leadership experience within private equity, family office, holding company, investment management, or multi-entity operating environments.
Corporate accounting and fund accounting expertise needed, alongside fluency operating modern finance platforms such as NetSuite, Adaptive Planning, Anaplan, Carta, or similar systems.
This is not a delegation-heavy executive role.
The right candidate combines exceptional financial judgment with analytical rigor, intellectual honesty, and a bias toward simplicity.
They must be capable of delivering hard truths with clarity and conviction while bringing order to highly complex environments.
Must deeply believe in the mission.
Not for mercenaries.

Salary and Bonus opportunity commensurate on experience and market standards Long-Term Alignment: Opportunity for equity participation in investment returns

Comprehensive health, dental, and vision insurance 401(k) with company matching Professional development opportunities to advance
attracting aligned capital partners who share our long-term vision.
The role offers exposure to a uniquely diverse platform; combining institutional-quality real estate and high-growth tech ventures, all aligned under a singular mission-driven vision.
Serve our investors by preserving their wealth first and foremost and secondarily seeking to maximize their return on equity while fostering human progress through stewardship of the assets and companies.
Care about investor stewardship and advancing the vision of catalyzing human flourishing.
Salary and Bonus opportunity commensurate on experience and market standards
Opportunity for equity participation in investment returns

Rex is building a diversified portfolio of AI-powered tech products that solve real operational problems across multifamily, insurance, private equity, and real estate.
We operate across eight live tech products today, driving measurable results in automation, decision-making, compliance, and payments.
From invoice processing and vendor credentialing to maintenance operating systems and conversational AI, our tools are saving thousands of hours and generating real ROI.
Our 500+ teammates are united by a mission to catalyze human flourishing: building, testing, and scaling tools that serve real people in the real economy.
Mindset Fanatical Investor Focus: Serve our investors by preserving their wealth first and foremost and secondarily seeking to maximize their return on equity while fostering human progress through stewardship of the assets and companies.
Ecosystem Alignment: Execute in a spirit of partnership across all components of the Rex ecosystem, including multifamily and other real estate assets as well as tech companies.
Missionary Zeal: Care about investor stewardship and advancing the vision of catalyzing human flourishing.
This role requires high agency, strong business judgment, and deep alignment with what we are building.
We are looking for a trusted advisor, capital allocator, and operator capable of helping steward and scale a multi-entity enterprise over the long term.

This listing is sourced directly from Rex's careers page and normalized into a canonical job model.