Chief Financial Officer

The Chief Financial Officer (CFO) is a senior executive responsible for the firm’s financial stewardship, operational integrity, and long‑term financial strategy. This role combines strategic financial leadership with hands‑on operational management, ensuring the firm and its investment products operate efficiently, compliantly, and in alignment with fiduciary obligations. The CFO will serve as a key partner to the CEO, Executive Team, and Board of Directors, partnering on strategic management of the firm, including annual and long‑term planning, organic and inorganic growth goals and programs, compensation and benefit plan implementation, firm ownership transactions, and risk management. Benefits 401(k) with company match Bonus program Company contribution up to 95% for health insurance Hybrid work arrangement How You Will Contribute Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management. Lead enterprise‑wide strategic planning, including multi‑year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives. Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up‑ and down‑market scenarios. Deliver board‑level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long‑term financial positioning. Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post‑merger integration. Provide oversight of Aspiriant’s mutual fund investment vehicles. Lead the firm’s real estate activities, including lease management, office moves, and remodeling across the firm’s portfolio of offices. Manage important banking relationships for the firm, covering deposit accounts, credit lines and long‑term borrowing facilities to support strategic growth, and balance sheet optimization. Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions. Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions. Promote robust internal control environments, strengthening governance, risk management, and audit readiness. Partner closely with external auditors, legal counsel, and advisors to ensure flawless execution of regulatory obligations. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. The attributes and talents that lead to success in the role are: CPA required; and/or MBA preferred. 15+ years of progressive financial leadership experience, including executive‑level responsibility. Wealth management, RIA, or professional services industry experience strongly preferred. Expertise in financial planning and analysis, strategic forecasting, and capital allocation. Experience with mergers and acquisitions, business integration, and enterprise growth initiatives. Strong knowledge of GAAP, financial reporting, treasury management, and internal controls. Experience presenting financial strategy to Boards of Directors and Partners. Proven ability to build collaborative relationships and influence cross‑functional decision‑making. Exceptional analytical, strategic thinking, and executive communication skills. Demonstrated leadership with the ability to develop high‑performing teams and foster accountability. Physical Demands And Work Environment Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in‑person. Equal Opportunity Employment Aspiriant is an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, and is committed to employment practices that ensure employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. #J-18808-Ljbffr