Strategic CFO for Wealth & Private Funds Growth

Pennington Partners & Co.; Baltimore (MD); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Competitive salary and target bonus

Comprehensive benefits package

$100/month health and wellness stipend

20 days PTO and unlimited sick leave

$4,000 childcare stipend

Job summary

A premier financial services firm is seeking a Chief Financial Officer (CFO) to lead financial management and strategic initiatives. The ideal candidate will have over 8 years of experience in finance, particularly in a multi-family office or similar environment. Key responsibilities include overseeing accounting and financial operations, managing investor relationships, and developing innovative financial strategies. This role offers competitive compensation and a vibrant culture focused on integrity and collaboration.

Qualifications

• Minimum 8+ years of progressive finance leadership experience.
• Deep understanding of partnership accounting and fund structures.
• Exceptional organizational and interpersonal skills.

Responsibilities

• Lead financial management including accounting, FP&A, and treasury.
• Oversee budgeting, forecasting, and risk assessment.
• Build and mentor a high-performing finance team.

Skills

Leadership

Financial Management

Communication

Analytical Skills

Strategic Thinking

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA

MBA or advanced degree

Tools

Sage Intacct

Job description

A premier financial services firm is seeking a Chief Financial Officer (CFO) to lead financial management and strategic initiatives. The ideal candidate will have over 8 years of experience in finance, particularly in a multi-family office or similar environment. Key responsibilities include overseeing accounting and financial operations, managing investor relationships, and developing innovative financial strategies. This role offers competitive compensation and a vibrant culture focused on integrity and collaboration.