Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

About the Company

Career-fast-track finance leadership role at a growing asset management firm.

Industry
Investment Management

Type
Privately Held

About the Role

The Company is seeking a Chief Financial Officer (CFO) to join their team. The CFO will be responsible for a wide range of financial activities, including assisting in the preparation of monthly P&L statements, managing A/R, A/P, and payroll, overseeing the production of KPIs, and conducting revenue and expense variance analysis. The role also involves reconciling financial data, processing monthly accruals, and generating various financial reports. The successful candidate will serve as the firm's financial representative on a board that oversees multiple mutual funds and ETFs, and will be expected to lead external financial audits and tax work. Applicants for the CFO position at the company should have a Bachelor's degree, with a CPA being preferred, and at least 10 years' experience in progressively senior accounting roles. Leadership experience in previous organizations is essential, and a background in asset management or finance is a plus. The role requires a candidate who is adept at managing a team, is detail-oriented, and can work effectively in a fast-paced, dynamic environment. The CFO will also be involved in overseeing an office manager and must be prepared to take on a hybrid role that includes both financial and operational responsibilities.

Functions

• Finance