Chief Financial Officer / Sr. Controller

PPB Capital Partners; Conshohocken (Montgomery County); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading firm in the financial services industry seeks an experienced Chief Financial Officer/Senior Controller. This role involves managing financial strategy, operations, compliance, and providing thought leadership for business growth. The ideal candidate will possess significant experience and a strong educational background in finance, collaborating closely with executive management to drive the firm's success.

Qualifications

• 7+ years in financial services at a senior level as CFO/Controller.
• Experience in investment management compliance roles is a plus.
• Strong technical skills with accounting platforms.

Responsibilities

• Oversee financial operations, risk management, and budgeting.
• Prepare financial reports and communicate trends to the CEO and Board.
• Develop and implement financial policies and internal controls.

Skills

Self-management

Communication

Leadership

Education

Bachelor’s degree in accounting or finance

Master of Accounting or Master of Business Administration

Tools

Accounting software

Job description

PPB Capital Partners, LLC is top leader in the Financial Services industry! Due to our extensive growth, we are currently seeking an experienced, full-time Chief Financial Officer / Senior Controller. The ideal candidate will be responsible for financial strategy and planning, fund reconciliation,, tax and compliance, and financial operations oversight. They will collaborate with the CEO and senior management to make decisions regarding the firm's financial strategy, compliance and positioning. The candidate will possess a strong background in finance and management.

Key Responsibilities :

• Effectively manage and oversee the firm’s financial operations, cash management, financial planning, risk management, budgeting and forecasting.
• Provide strategic planning and effective thought-leadership regarding business growth strategies, risk mitigation oversight, profitability, SWOT analyses, sales and business operational practices and other key areas.
• Oversee the firm’s accounting processes, payables / receivables, payroll, general ledger, bank / credit card statements and fund investment accounting reconciliations.
• Administer review and reconciliation of expense reports and expense tracking to monitor cost management and reduce costs and liabilities.
• Develop and implement financial policies, procedures and internal controls to ensure efficient financial management and effective business practices.
• Monitor and analyze financial performance and provide recommendations to the CEO and Board to improve profitability and efficiency.
• Prepare financial reports, including monthly, quarterly and annual financial statements, P&L and EBITA, and communicate trends and key metrics to the CEO and Board on a regular basis.
• Collaborate with cross-functional teams to support business operations, strategies and initiatives.
• Effectively manage relationships with key stakeholders, auditors, tax agencies, and the firm’s consultants at both internal and external levels to the organization.
• Administer all required corporate and investment tax reporting and ensure compliance with state and federal financial regulations and accounting standards.
• Lead the firm’s strategy regarding industry trends and changes to financial regulations.
• Provide oversight for regulatory requirements within the investment management space.
• Ability to understand industry-specific compliance and regulatory practices in relation to the firm’s business.Give oversight and guidance to ensure compliance.

Knowledge, Skills and Attributes :

• Bachelor’s degree in accounting or finance is required; Master of Accounting and / or Master of Business Administration is preferred.
• Minimum of 7 years’ experience working within the financial services industry in a senior-level role as CFO / Controller within an alternative investment management firm is required.
• Experience within investment management firm compliance roles, specifically as a Chief Compliance Officer, or a similar senior-level role is a plus.
• Ability to work efficiently with an intrinsic, self-management approach; willingness to do what it takes to successfully achieve job requirements and support financial and regulatory processes at all levels for the firm.
• Top-notch, “can do” mindset to work both independently and as a key contributor of the team.
• Thought leader with an ability to direct and implement effective solutions and strategic insight to ensure the overall success of the firm.
• Strong technical skills and experience using top-level software accounting platforms and structures is a definite plus.
• Excellent communication skills with the ability to coordinate projects and processes to work efficiently within tight deadlines and competing priorities.

PPB Capital Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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Financial Controller • Conshohocken, PA, United States