Chief Financial Officer

Heritage Restaurant Group • Full-time • Middletown, RI, US • 2m ago

Position Summary

Bellevue Capital Partners is expanding and seeking a highly experienced Chief Financial Officer (CFO) to lead the financial strategy, operations, and governance of a growing portfolio of diversified holdings. The CFO will guide financial planning, risk management, capital structure, and compliance for a multi-entity organization while serving as a strategic partner to executive leadership. This role requires a seasoned financial expert with deep knowledge of GAAP, tax strategy, public accounting, and complex, multi-company structures.

The ideal candidate is a CPA with a strong background in public accounting, diversified investments or multi-entity holdings, and expertise in raising capital, optimizing financial systems, and scaling organizations sustainably.

Objectives of the Role

Oversee all financial operations, including cash management, investments, insurance, budgeting, forecasting, and financial reporting.
Drive the company’s long-term financial strategy, capital planning, and organizational staffing needs.
Lead the development, coordination, and management of annual operating, capital, and program budgets.
Ensure consistent, accurate financial reporting and well-controlled internal financial operations.
Oversee day‑to‑day accounting, internal controls, audit processes, and regulatory compliance.
Develop best practices, systems, and tools that support strong fiscal management, operational flexibility, workflow efficiency, and cross-team communication.
Maintain compliance with national, state, and local financial regulations by monitoring legislation and implementing necessary actions.
Coordinate external audit processes to ensure timely, accurate annual audits.

Key Responsibilities

Establish and maintain corporate financial policies and procedures ensuring full compliance with GAAP and direct experience with SEC filings and SEC regulations.
Partner with senior leadership to develop, evaluate, and monitor annual budgets, business plans, and performance metrics.
Conduct financial modeling, evaluate economic conditions, and identify opportunities for revenue growth, operational efficiencies, and cost reduction.
Lead enterprise-wide risk management, including analysis of liabilities, investments, financial exposure, and capital allocation.
Manage the organization’s capital structure, financing arrangements, and relationships with lenders, investors, and financial institutions.
Monitor organizational performance using analytical tools, reporting dashboards, and KPIs; develop corrective action plans when needed.
Oversee finance personnel and financial IT systems to ensure accuracy, reliability, and regulatory compliance (FASB, IRS, etc.).
Support corporate initiatives related to mergers, acquisitions, divestitures, and restructuring.

Required Skills and Qualifications

10+ years of executive financial leadership experience, preferably with multi-entity or diversified holding companies.
Certified Public Accountant (CPA) required.
Significant experience in public accounting, financial reporting, and audit coordination.
Demonstrated success managing financial operations for complex organizational structures or diversified investments.
Proven expertise in data analysis, forecasting, capital planning, and risk management.
Deep understanding of advanced accounting principles, regulatory frameworks, and tax planning strategies.
Strong leadership and organizational skills with impeccable integrity and sound judgment.
Excellent verbal, written, and visual communication abilities.
Master’s degree in Accounting, Finance, Business Administration, or equivalent practical experience.
Experience leading mergers and acquisitions from financial due diligence through integration.
Ability to operate strategically while maintaining oversight of daily financial operations.