Chief Financial Officer (Rapidly Growing RIA)

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

Chief Financial Officer: Fast-Growing Wealth Management Firm

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.