Chief Financial Officer (CFO)
Industry: Financial Services
Reports to: Chief Executive Officer
Position Overview
The Chief Financial Officer (CFO) is a key member of the executive leadership team and is responsible for providing strategic financial leadership across the organization. This role oversees Financial Planning & Analysis (FP&A) and Accounting functions and partners closely with senior executives to drive financial performance, operational discipline, and long-term growth.
The CFO plays a critical role in shaping financial strategy, supporting business decision-making, and ensuring the organization maintains strong governance, compliance, and capital stewardship in a dynamic financial services environment.
Key Responsibilities
Strategic Financial Leadership
- Develop and execute financial strategies aligned with organizational objectives and long-term growth plans
- Serve as a trusted advisor to the CEO and executive team on financial performance, risks, and opportunities
- Translate financial results into actionable insights that support strategic and operational decision-making
- Drive financial discipline and performance management across the enterprise
Financial Planning & Analysis (FP&A)
- Lead budgeting, forecasting, and long-range financial planning processes
- Enhance financial modeling, scenario analysis, and performance reporting capabilities
- Ensure FP&A functions deliver timely, accurate, and decision-oriented analysis
- Partner with business leaders to link financial outcomes to operational drivers
Accounting & Financial Reporting
- Oversee accounting operations, financial controls, and reporting in accordance with regulatory and GAAP requirements
- Ensure timely and accurate preparation of financial statements and management reports
- Maintain robust internal controls and promote best practices across financial operations
Risk Management & Compliance
- Ensure compliance with applicable financial regulations, internal policies, and governance standards
- Anticipate and manage financial, operational, and regulatory risks
- Partner with legal, compliance, and audit functions to maintain strong control frameworks
Leadership & Talent Development
- Build, mentor, and retain a high-performing finance organization
- Develop succession plans and promote professional development within the finance team
- Foster a collaborative, high-accountability culture across finance and business partners
Enterprise Leadership
- Act as a unified leader within the executive team, contributing beyond finance to organizational success
- Collaborate cross-functionally to support growth initiatives, operational improvements, and strategic projects
Qualifications
Education
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required
- MBA or other relevant advanced degree preferred
- CPA or comparable professional certification a plus
Experience
- Minimum of 10 years of progressive financial leadership experience, including senior or executive-level roles
- Strong background in financial services or similarly complex, regulated environments
- Demonstrated experience leading FP&A, accounting, and treasury functions
- Experience working with sophisticated owners, investors, or boards strongly preferred
Skills & Competencies
- Strategic Thinker: Ability to design and implement financial strategies that support business growth
- Analytical Excellence: Exceptional financial, analytical, and problem-solving capabilities
- Leadership Presence: Proven ability to inspire, develop, and lead high-performing teams
- Communication Skills: Clear, confident communicator with senior executives, investors, and external partners
- Adaptability: Thrives in fast-paced, evolving environments with competing priorities
- Collaborative Mindset: Strong partner who builds trust and alignment across functions
Work Environment
- Full-time executive role requiring close collaboration with senior leadership
- High-performance culture emphasizing accountability, urgency, and continuous improvement
- Opportunity to influence enterprise-wide strategy in a complex and evolving financial services organization
