Ready to help lead and scale a high-performing investment bank?

At Copper Run, we’re seeking a Chief Financial Officer to partner closely with the CEO and leadership team as the firm continues to grow and evolve. This role is an integral part of the management team with real influence—shaping financial strategy, strengthening operational discipline, and supporting smart, sustainable growth across the firm and its affiliated entities.

This role is well-suited for a finance leader who combines strategic perspective with operational depth and who values disciplined execution in a collaborative, professional environment. About Copper Run

Copper Run is a growing middle-market investment bank advising private equity firms, sponsor-backed companies, and middle-market businesses on buy-side, sell-side, and strategic M&A transactions. We pride ourselves on delivering thoughtful advice, disciplined execution, and results that matter to our clients.

In addition to our advisory platform, Copper Run manages Grandview Partners, a private equity fund focused on co-investments alongside leading private equity firms. We operate with a team-first mindset, a strong execution culture, and the belief that great outcomes are driven by talented people working together.

What We’re Looking For

We’re seeking a CFO who is:

A strategic finance leader with strong business judgment and operational credibility
Comfortable operating at the executive level while staying closely connected to the details
A trusted partner to the CEO who brings insight, perspective, and sound decision-making
A collaborative leader who builds strong teams and promotes accountability
Adaptable, thoughtful, and motivated by continuous improvement

If you’re energized by building on a solid foundation—strengthening systems, improving processes, and supporting disciplined growth—this role offers meaningful influence and impact.

What You’ll Do

You’ll provide leadership across the firm’s financial, operational, and administrative functions:

Financial Strategy & Leadership

Lead long-term financial planning, budgeting, and forecasting aligned with firm strategy
Deliver clear, actionable financial insights to support leadership decision-making
Manage capital planning, liquidity, and financial risk

Accounting, Controls & Compliance

Oversee all accounting functions, including GAAP financial reporting, payroll, tax compliance, and internal controls
Manage and develop the accounting team and coordinate with external accounting and tax advisors
Oversee bonus, commission, 401(k), and profit-sharing plans

Private Equity Fund Oversight

Provide financial oversight for Grandview Partners, including capital calls, distributions, limited partner reporting, and fund compliance

Operations, IT & HR Oversight

Oversee IT infrastructure and cybersecurity strategy, ensuring secure, scalable systems
Maintain strong internal cost controls, metrics, and reporting processes
Oversee HR operations, compensation structures, and benefits administration in partnership with leadership

Client, Deal & Revenue Management

Lead job costing and profitability analysis by client, team, and engagement
Review and approve client engagement letters with a focus on fee structure, billing terms, and risk management

Growth & Strategic Initiatives

Serve as a key advisor to the CEO on strategic initiatives, new business lines, and affiliated entities
Support internal M&A activity, including financial diligence and structuring
Model a team-first leadership style consistent with Copper Run’s culture

What You Bring

Bachelor’s degree in Accounting, Finance, or a related field (CPA and/or MBA strongly preferred)
10+ years of progressive finance experience, including senior leadership roles (CFO, VP Finance, or Controller)
Experience in investment banking, private equity, or professional services strongly preferred
Deep expertise in budgeting, forecasting, cash flow management, financial controls, and job costing
Proven ability to partner with executive leadership and manage external stakeholders
Strong communication, leadership, and decision-making skills
High personal integrity and sound judgment

What We Offer

Competitive compensation package, commensurate with experience
Comprehensive benefits, including medical, dental, vision, 401(k), disability, and life insurance
Flexible Time Off (FTO)
Daily lunch provided
Collaborative, casual-but-professional work environment
A senior leadership role with the opportunity to shape the firm’s continued success

Ready to help guide the financial strategy of a growing, high-performing investment bank?

Apply today and take the next step in your career at Copper Run.

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Chief Financial Officer (CFO)