Are you a strategic financial leader who thrives in fast-paced, entrepreneurial environments? Do you enjoy transforming financial complexity into actionable business insight and partnering with executive leadership to drive sustainable growth? If you are a forward-thinking finance executive who values operational excellence, accountability, and innovation, we'd love to meet you.
This is a growing financial services organization committed to helping independent financial services professionals and their clients build confident financial futures. We are seeking an experienced Chief Financial Officer (CFO) to provide strategic financial leadership across the organization, strengthen operational efficiencies, and position the business for long-term success.
This executive role will serve as a key strategic partner to Company Owners, President and other senior leaders, overseeing all financial operations while helping shape organizational strategy and business performance.
What You'll Do
- Lead the organization's overall financial strategy, planning, and performance management
- Oversee accounting, treasury, budgeting, forecasting, financial reporting, tax strategy, and cash flow management
- Provide strategic financial insight and recommendations to executive leadership
- Develop and monitor KPIs, dashboards, and financial models to support decision-making and growth initiatives
- Ensure timely and accurate financial reporting, audits, and regulatory compliance
- Identify opportunities to improve profitability, operational efficiencies, and financial processes
- Partner cross-functionally to support acquisitions, expansion strategies, and new business initiatives
- Lead annual budgeting and long-range financial planning processes
- Manage banking, financing relationships, and capital allocation strategies
- Build, mentor, and develop a high-performing finance and accounting team
- Evaluate risk management strategies and ensure strong internal controls are in place
What You Bring
- Bachelor's degree in Finance, Accounting, Business, or related field
- CPA, MBA, or advanced financial designation
- 10+ years of progressive financial leadership experience, including executive-level oversight
- Previous experience as a CFO, VP of Finance, Controller, or senior finance executive
- Strong background in strategic financial planning, forecasting, and operational finance
- Experience leading accounting, FP&A, treasury, and compliance functions
- Exceptional analytical, leadership, and business partnership skills
- Experience in financial services, wealth management, insurance, or a highly regulated industry - preferred
- Experience in private equity strategy and mergers/acquisitions - preferred
- Strong communication skills with the ability to translate financial information into business strategy
Our Benefits
- Competitive compensation and comprehensive benefits
- 4 weeks of accrued PTO, plus 9 paid holidays
- Medical, dental, vision, life insurance, and 401(k)
- 8 hours of paid volunteer time off (VTO)
- A collaborative team that values expertise, initiative, and growth
Why You'll Love Working Here
We set high expectations, but we back them with support, collaboration, and opportunities to grow. If you're positive, driven, and enjoy working alongside motivated teammates, you'll feel right at home.
If you are a strategic, hands-on financial leader who enjoys driving results while building strong teams and partnerships, we encourage you to apply.
Job Type: Full-time
Work Location: In person
