Chief Financial Officer

Global Recruiters of Mid-Cities (GRN); Salt Lake City (UT); On-site; USD 150,000 - 230,000; Full time

Job summary

Global Recruiters of Mid-Cities (GRN) is assisting a wealth management firm in Greater Salt Lake City to hire a Chief Financial Officer. The CFO will lead financial strategy, oversee a small team, report to the COO, President and CEO, and drive budgeting, reporting, cash flow and policy improvements.

The ideal candidate holds a CPA and a Bachelor's in Accounting or Finance, with full-cycle accounting, QuickBooks and Excel proficiency, and banking relationships.

Qualifications

• Minimum a bachelor's degree in accounting or finance.
• CPA certification required or actively pursuing CPA.
• Experience doing full monthly, quarterly and annual accounting—not just audits.
• Proficient month-end closing, budgeting and forecasting.
• Strong QuickBooks and Excel skills; banking relationships experience.
• Knowledge of AR/AP and payroll with commissions.

Responsibilities

• Prepare and present monthly cash-flow and financial metrics.
• Oversee income statements, balance sheets, and reconciliations.
• Lead budgeting, forecasts, and variance analysis.
• Manage payroll, AP/AR, and banking relationships.
• Coordinate audits and internal controls.
• Lead M&A activities and integration efforts.

Skills

Strategic planning

Budgeting

Financial analysis

Cash flow management

Leadership

M&A experience

Internal controls

Policy development

Financial reporting

Education

Bachelor's degree in Accounting or Finance

CPA

Tools

QuickBooks

Excel

Job description

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