Chief Financial Officer

Aspiriant; Mountain View (CA); Hybrid; USD 250,000 - 360,000; Full time

Benefits offered by this job

401(k) with company match

Bonus program

Company health insurance contribution

Hybrid work arrangement

Partnership opportunities

Job summary

Aspiriant, a leading independent wealth management firm, seeks a seasoned CFO to steer financial strategy, governance, and operational integrity across the organization. The role partners with the CEO, Executive Team, and Board to manage long-term planning, growth programs, and fiduciary responsibilities.

The CFO will oversee financial activities, M&A, real estate, treasury, and investor relations for 90+ partner owners, while championing internal controls and regulatory compliance in a hybrid

Qualifications

• CPA certification required; MBA preferred.
• 15+ years of progressive financial leadership experience.
• Wealth management, RIA, or professional services experience preferred.
• Expertise in financial planning and analysis, forecasting, and capital allocation.
• Experience with mergers and acquisitions, business integration, and enterprise growth initiatives.
• Strong knowledge of GAAP, financial reporting, treasury management, and internal controls.
• Experience presenting financial strategy to Boards of Directors and Partners.
• Proven ability to build collaborative relationships and influence cross-functional decision-making.
• Exceptional analytical, strategic thinking, and executive communication skills.
• Demonstrated leadership with the ability to develop high-performing teams and foster accountability.

Responsibilities

• Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.
• Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.
• Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.
• Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.
• Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.
• Provide oversight of Aspiriant's mutual fund investment vehicles.
• Lead the firm's real estate activities, including lease management, office moves, and remodeling across the firm's portfolio of offices.
• Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.
• Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.
• Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.
• Promote robust internal control environments, strengthening governance, risk management, and audit readiness.
• Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.

Skills

Leadership

Strategic thinking

Executive communication

Collaboration

Financial analysis

Forecasting

Risk management

Influence decision-making

Education

CPA certification

MBA

Tools

GAAP knowledge

Job description

The Chief Financial Officer (CFO) is a senior executive responsible for the firm's financial stewardship, operational integrity, and long-term financial strategy. This role combines strategic financial leadership with hands-on operational management, ensuring the firm and its investment products operate efficiently, compliantly, and in alignment with fiduciary obligations.

The CFO will serve as a key partner to the CEO, Executive Team, and Board of Directors, partnering on strategic management of the firm, including annual and long-term planning, organic and inorganic growth goals and programs, compensation and benefit plan implementation, firm ownership transactions, and risk management.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative work environment - Together, We Achieve More
• Partnership Opportunity
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How You Will Contribute

• Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.
• Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.
• Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.
• Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.
• Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.
• Provide oversight of Aspiriant's mutual fund investment vehicles.
• Lead the firm's real estate activities, including lease management, office moves, and remodeling across the firm's portfolio of offices.
• Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.
• Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.
• Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.
• Promote robust internal control environments, strengthening governance, risk management, and audit readiness.
• Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to "a cocker spaniel". We like the comparison. Our relationships with clients are professional first and foremost. They're also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

• CPA required; and/or MBA preferred.
• 15+ years of progressive financial leadership experience, including executive-level responsibility.
• Wealth management, RIA, or professional services industry experience strongly preferred.
• Expertise in financial planning and analysis, strategic forecasting, and capital allocation.
• Experience with mergers and acquisitions, business integration, and enterprise growth initiatives.
• Strong knowledge of GAAP, financial reporting, treasury management, and internal controls.
• Experience presenting financial strategy to Boards of Directors and Partners.
• Proven ability to build collaborative relationships and influence cross-functional decision-making.
• Exceptional analytical, strategic thinking, and executive communication skills.
• Demonstrated leadership with the ability to develop high-performing teams and foster accountability.

Physical Demands And Work Environment

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging.

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future... a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.