Strategic CFO | Growth & Governance (Hybrid)

Aspiriant; Mountain View (CA); Hybrid; USD 250,000 - 360,000; Full time

Benefits offered by this job

401(k) with company match

Bonus program

Company health insurance contribution

Hybrid work arrangement

Partnership opportunities

Job summary

Aspiriant, a leading independent wealth management firm, seeks a seasoned CFO to steer financial strategy, governance, and operational integrity across the organization. The role partners with the CEO, Executive Team, and Board to manage long-term planning, growth programs, and fiduciary responsibilities.

The CFO will oversee financial activities, M&A, real estate, treasury, and investor relations for 90+ partner owners, while championing internal controls and regulatory compliance in a hybrid

Qualifications

• CPA certification required; MBA preferred.
• 15+ years of progressive financial leadership experience.
• Wealth management, RIA, or professional services experience preferred.
• Expertise in financial planning and analysis, forecasting, and capital allocation.
• Experience with mergers and acquisitions, business integration, and enterprise growth initiatives.
• Strong knowledge of GAAP, financial reporting, treasury management, and internal controls.
• Experience presenting financial strategy to Boards of Directors and Partners.
• Proven ability to build collaborative relationships and influence cross-functional decision-making.
• Exceptional analytical, strategic thinking, and executive communication skills.
• Demonstrated leadership with the ability to develop high-performing teams and foster accountability.

Responsibilities

• Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.
• Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.
• Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.
• Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.
• Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.
• Provide oversight of Aspiriant's mutual fund investment vehicles.
• Lead the firm's real estate activities, including lease management, office moves, and remodeling across the firm's portfolio of offices.
• Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.
• Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.
• Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.
• Promote robust internal control environments, strengthening governance, risk management, and audit readiness.
• Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.

Skills

Leadership

Strategic thinking

Executive communication

Collaboration

Financial analysis

Forecasting

Risk management

Influence decision-making

Education

CPA certification

MBA

Tools

GAAP knowledge

Job description

Aspiriant, a leading independent wealth management firm, seeks a seasoned CFO to steer financial strategy, governance, and operational integrity across the organization. The role partners with the CEO, Executive Team, and Board to manage long-term planning, growth programs, and fiduciary responsibilities.

The CFO will oversee financial activities, M&A, real estate, treasury, and investor relations for 90+ partner owners, while championing internal controls and regulatory compliance in a hybrid