CFO: Growth, M&A & Execution for Wealth Firm

Confidential Careers; New York (NY); On-site; USD 250,000 - 450,000; Full time

Benefits offered by this job

Equity option

Performance bonus

Job summary

Confidential Careers is seeking a Chief Financial Officer for a fast-growing wealth management firm. The role owns financial strategy, operations, and growth funding, including acquisitions and integrations.

You will build the financial model, oversee close processes, and partner with lenders and investors at the table with the founder and board. You will lead budgeting, forecasting, and long-range planning; manage treasury across entities; develop scalable controls and a high-performing finance

Qualifications

• 10+ years in finance with senior leadership at a growing company.
• Hands-on M&A experience: modeling, diligence, structuring and integration.
• Track record raising capital and managing lender and investor relationships.
• Strong financial modeling and valuation skills.
• Experience building a finance function: close, controls, systems and team.
• Clear communicator with the CEO, board and lenders.
• CPA, CFA or MBA.

Responsibilities

• Capitals and investors: lead debt and equity raises to fund acquisitions; manage lender relationships and covenants; own quarterly equity valuation and cap table; prepare board/investor materials.
• M&A: build valuation and deal models; lead due diligence, structuring and purchase price allocation; integrate acquired firms into finance, billing and reporting.
• Planning and reporting: own budgeting, forecasting and long-range planning; review monthly close with Controller; track metrics; manage cash, treasury and working capital across entities.
• Operations and control: collaborate with Controller on accounting, payroll, fee billing and audit; build scalable controls and systems; coordinate with tax, legal and compliance; lead and grow finance team.

Skills

Finance leadership

M&A execution

Capital raising

Financial modeling

Board communications

Education

CPA

CFA or MBA

Job description

Confidential Careers is seeking a Chief Financial Officer for a fast-growing wealth management firm. The role owns financial strategy, operations, and growth funding, including acquisitions and integrations.

You will build the financial model, oversee close processes, and partner with lenders and investors at the table with the founder and board. You will lead budgeting, forecasting, and long-range planning; manage treasury across entities; develop scalable controls and a high-performing finance