We are recruiting a Chief Financial Officer role for a wealth management firm in Greater Salt Lake City with $50 million in annual revenue. The CFO will lead a team of one and report directly to the COO, President and CEO.
The CFO will serve as an integral member of the senior management team, the CFO will be responsible and have the authority for the development of the financial management strategy and contribute to the development of the organization’s strategic goals. In addition to the strategic components, the CFO will be charged with developing and implementing more sophisticated policies and procedures both in the finance and general operational realms.
This position will have the opportunity for creative problem-solving and change management to join in a high-growth (30% YOY), mission-driven organization.
Responsibilities:
- Income statements, balance sheets, account reconciliations & P&L analysis
- Manage payroll, accounts payable, and accounts receivable
- Create annual budgets and projections, and on a monthly basis forecast and manage budgets and financial goals
- Prepare and present monthly cash-flow and commissions reports
- Apply and manage commissions from multiple sources
- Run point on all M&A opportunities, as our client is growing both organically and inorganically
- Evaluate, implement and streamline policies, procedures, controls & methodologies
- Research, plan and implement department initiatives including software and systems implementation and other departmental improvements
- Be knowledgeable and strategize on implementing cost saving measures, discounts and incentive opportunities
- Review and approve preparation and finalization of monthly and annual financial reporting materials and metrics.
- Oversee budgeting, financial forecasting, and cash flow for administration, existing initiatives, and proposed new sites/locations.
- Manage small team (one Staff Accountant)
- Coordinate all audit activities.
Required Experience / Expertise:
- Bachelors degree in Accounting, Finance or other related field
- CPA
- Has done the full monthly, quarterly and annual accounting inside of a company, not just audit.
- Month-end closing
- Budgeting and budget creation
- QuickBooks and Excel expertise
- Managing banking relationships
- Lending / financing exposure
- AR, AP experience
- Payroll exposure with commission caldulations
- Experience or exposure to M&A
- HR/benefits experience
Benefits:
- 401(k) + matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Referral program
- Vision insurance
