Chief Financial Officer

The Quest Organization; New York (NY); On-site; USD 750,000 - 950,000; Full time

Benefits offered by this job

Bonus tied to firm growth

Equity option

Job summary

The Quest Organization Inc. is seeking a Chief Financial Officer to lead financial strategy and operations for a fast-growing, nationally recognized wealth management firm in the New York area.

You will own planning, capital formation, and the integration of acquisitions, while presenting timely insights to the board, founder and senior leadership. This is a hands-on role with responsibility for the finance team and controls.

Qualifications

• 10+ years in finance with senior leadership experience.
• Hands-on M&A: modeling, due diligence, structuring and integration.
• Proven track record raising capital and managing lender/investor relationships.
• CPA, CFA or MBA is required.

Responsibilities

• Lead debt and equity raises to fund acquisitions and manage lender relationships and covenants.
• Build valuation and deal models; lead financial due diligence and integration of acquisitions.
• Own budgeting, forecasting and long-range planning; oversee monthly close and key metrics.
• Partner with accounting, tax and compliance to scale controls and the finance function.

Skills

Financial modeling

Valuation

Leadership

Communication

Education

CPA, CFA or MBA

Job description

A nationally recognized, fast-growing independent wealth management firm seeks it Chief Financial Officer. The firm has grown rapidly through both organic growth and regular acquisitions, and has a strong deal pipeline. The CFO will own financial strategy and operations, fund growth, lead acquisitions and integrations, and give leadership and the board a clear, timely view of the business. This is a hands-on role: you will set strategy, build the model, review the close and sit across from lenders.

Why This Role

• Build the function: set the team, systems and standards
• Deal flow: be at the table for every acquisition.
• Direct access: report to the founder and CEO and present to an experienced board with independent and investor directors.
• Ownership: competitive cash, a bonus tied to firm growth and the option of equity.

Key Responsibilities

• Capital and investors: lead debt and equity raises to fund acquisitions, manage lender relationships and covenants, own the quarterly equity valuation and cap table (including rollover equity and profits interests), and prepare board and investor materials.
• M&A: build valuation and deal models, lead financial due diligence, structuring and purchase price allocation, and integrate acquired firms into finance, billing and reporting.
• Planning and reporting: own budgeting, forecasting and long-range planning, review the monthly close with the Controller, track key metrics (revenue, EBITDA, organic growth, margins, advisor economics), and manage cash, treasury and working capital across entities.
• Operations and control: partner with the Controller on accounting, payroll, fee billing and audit, build controls and systems that scale with acquisitions, partner with tax, legal and compliance on entity structure and filings, and lead and grow the finance team.

Qualifications

• 10+ years in finance, including 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.

A Plus

• Experience at an RIA, wealth manager or other financial services firm.
• Background in investment banking, private equity or transaction services.
• Experience with PE-backed or acquisitive roll-up businesses.