Strategic CFO & Advisory Leader (Hybrid)

Institute of Management Accountants, Inc.; New York (NY); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Institute of Management Accountants, Inc. in New York, NY is seeking a Controller to lead financial strategy and operations for a diverse client base in a hybrid work setting.

You will guide scalable finance processes, support fund launches and restructurings, and strengthen advisory capabilities across service lines. You will work closely with executive teams to drive growth, ensure high-quality financial reporting, and provide hands-on leadership within a collaborative, multidisciplinary

Qualifications

• Bachelor of Arts in finance, accounting, or related field.
• Minimum 8 years of experience (15 preferred).
• Proven expertise in financial planning, reporting, and scaling operations.
• Strong leadership and team/client relationship management.
• Familiarity with hybrid work environments.
• Experience in advisory services and scalable finance processes.
• Exceptional communication and collaboration across multidisciplinary teams.

Responsibilities

• Provide outsourced CFO leadership and financial advisory services to clients.
• Guide financial planning, capital management, and performance optimization.
• Lead major financial initiatives including growth strategies and fund restructurings.
• Supervise teams across multiple client relationships to ensure quality and delivery.
• Collaborate with tax, HR, insurance, and technology to deliver integrated solutions.
• Develop new client relationships and expand advisory opportunities.
• Oversee financial reporting structures for diverse business models.
• Support advisory capability development and firm growth.

Skills

leadership

communication

collaboration

financial planning

financial reporting

advisory services

Education

BA in finance/accounting

Job description

Institute of Management Accountants, Inc. in New York, NY is seeking a Controller to lead financial strategy and operations for a diverse client base in a hybrid work setting.

You will guide scalable finance processes, support fund launches and restructurings, and strengthen advisory capabilities across service lines. You will work closely with executive teams to drive growth, ensure high-quality financial reporting, and provide hands-on leadership within a collaborative, multidisciplinary