Position Summary
Ironbeam is seeking a strategic, analytical, and hands-on Chief Financial Officer (CFO) to lead the company’s financial strategy, financial operations, planning, reporting, and performance management.
This is a highly involved leadership role for a CFO who is comfortable operating at both the strategic and execution level. The CFO will serve as a key member of the executive leadership team and will be expected to understand the details behind the numbers, work closely with department leaders, improve financial processes, and actively participate in the day-to-day financial management of the business.
The CFO will oversee budgeting, forecasting, financial analysis, accounting operations, liquidity planning, profitability initiatives, capital management, regulatory financial oversight, and internal financial controls for a growing Futures Clearing Merchant (FCM) and broker-dealer organization.
The ideal candidate combines strong financial leadership, business acumen, regulatory awareness, and a practical, roll-up-your-sleeves approach. This person should be able to move fluidly between board-level strategy, financial modeling, operational problem-solving, regulatory reporting, and detailed review of financial performance.
Key Responsibilities
Strategic Finance & Business Leadership
- Develop and execute the company's financial strategy in alignment with business goals.
- Serve as a key financial advisor to the CEO and executive leadership team.
- Partner with leadership on strategic planning, growth initiatives, pricing, investment decisions, and profitability improvement.
- Provide data-driven analysis and practical recommendations to improve financial and operational performance.
- Evaluate business opportunities, revenue streams, pricing strategies, margins, expenses, and return on investment.
- Work closely with operations, compliance, technology, sales, and other departments to understand business drivers and support better decision-making.
Financial Planning & Analysis
- Lead budgeting, forecasting, and long-term financial planning.
- Manage cash flow forecasting, liquidity planning, and financial modeling.
- Analyze financial performance and provide actionable recommendations.
- Develop and monitor key performance indicators (KPIs) and executive dashboards.
- Support enterprise risk management and internal control initiatives.
Hands-On Operational Leadership
- Take an active role in the day-to-day financial management of the company.
- Build and improve processes rather than simply reporting on results.
- Work directly with team members and department leaders to solve problems and improve performance.
- Lead with urgency, accountability, accuracy, and sound judgment.
- Be willing to roll up your sleeves in a lean, growing, and regulated business environment.
Financial Stewardship
- Maintain strong financial controls and governance practices.
- Oversee banking, audit, tax, and key financial relationships.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
- 10+ years of progressive financial leadership experience.
- Expertise in budgeting, forecasting, financial planning, and analysis.
- Strong analytical, modeling, and business intelligence skills.
- Proven ability to influence executive decision-making.
Preferred
- CPA, MBA, CFA, or similar credential.
- Experience in futures, brokerage, financial services, fintech, or capital markets.
- Knowledge of FCM capital requirements, customer segregation, and regulatory reporting.
- Experience building KPI frameworks and executive reporting dashboards.
Success Measures
- Forecast accuracy and financial performance.
- Capital and regulatory compliance.
- Cost optimization and profitability improvement.
- Quality and timeliness of management reporting.
- Strategic recommendations adopted by leadership.
This position reports directly to the Chief Executive Officer and serves on the executive leadership team.
