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Chief Financial Officer

Princeton Peak Advisory • Full-time • New York, NY, US • 2w ago

Chief Financial Officer

Location: Midtown Manhattan, NY

Schedule: Full-Time, In Office

Company: Confidential

Position Overview

A well-established and growing professional services firm is seeking a strategic and hands-on Controller/CFO to join its leadership team. This individual will oversee the firm’s financial operations, provide high-level strategic guidance, and partner closely with executive leadership to help drive continued growth, profitability, and operational excellence. This is a full-time, in-office position based in Midtown Manhattan.

Key Responsibilities

Lead all financial operations, including budgeting, forecasting, financial reporting, cash flow management, and planning
Serve as a strategic advisor to executive leadership on financial performance, growth initiatives, and long-term business objectives
Oversee preparation and analysis of monthly, quarterly, and annual financial statements
Develop and enhance financial controls, policies, and reporting processes
Monitor key performance indicators and deliver actionable insights to improve business performance
Manage banking relationships, cash management, and overall treasury functions
Oversee tax planning, compliance, audits, and coordination with outside accountants and advisors
Evaluate business opportunities, investments, and operational initiatives from a financial and strategic standpoint
Partner with leadership on organizational planning, resource allocation, and profitability analysis
Lead and mentor the finance and accounting function, helping build a scalable infrastructure for future growth

Qualifications

Proven experience as a CFO, VP of Finance, Controller, or senior financial leader within a professional services, advisory, consulting, or similar environment
Strong background in financial planning and analysis, accounting, reporting, and operational finance
Demonstrated ability to operate both strategically and tactically in a fast-paced environment
Experience partnering with executive leadership and advising on business strategy
Strong understanding of cash flow, budgeting, forecasting, and internal controls
Excellent leadership, communication, and decision-making skills
CPA, MBA, or other relevant advanced credential preferred but not required
Bachelor’s degree in Accounting, Finance, or related field required

Ideal Candidate Profile

Highly analytical and business-minded
Comfortable working in a hands-on leadership role
Strong executive presence with the ability to influence and collaborate across the organization
Skilled at building structure, improving processes, and supporting growth