We are currently seeking an experienced, highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office. The position will collaborate with the Leadership Team, the Board of Directors and the Accounting Team. Selected candidate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and experience working in a high-growth wealth management platform.
Responsibilities:
Provide leadership to the organization that supports the company’s business plan and overall strategic vision
Develop financial goals and operational targets consistent with the company’s 5 year plan by spearheading the development, communication and execution of effective growth strategies and processes
Develop operational model to achieve organic and inorganic revenue
Accurately forecast cash flows and manage capital structure to ensure sufficient capital and liquidity are available to achieve growth plans
Work with the CEO to obtain favorable financial results with respect to profitability, cash flow, mergers and acquisitions, systems, reporting and controls
Create effective measurement tools to evaluate the proficiency and effectiveness of internal and external processes
Work closely with members of the leadership team to build, implement and roll out plans for operational processes, internal infrastructures, reporting procedures and company policies all designed to foster growth, profitably and efficiencies within the company
Refine corporate budgeting process to prepare for Board approval prior to start of new fiscal year
Coordinate operational due diligence with business unit leaders and lead oversight of quality of earnings / financial data review
Qualifications
Bachelor’s degree required (Finance, Business or Economics preferred)
5-10+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
Excellent interpersonal and verbal/written skills
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Experience working with a multi-site workforce
Successful track record implementing first time audit processes and upgrading financial/reporting systems
Numbers & Facts
Location
Newport Beach, CA
Skills
Accountingunmatched
Brokerageunmatched
Budgetingunmatched
Business Planunmatched
Cash Flowunmatched
Corporate Policiesunmatched
Customer Support/Serviceunmatched
Due Diligenceunmatched
Economicsunmatched
Financeunmatched
Financial Operationsunmatched
Financial Planningunmatched
Financial Reportingunmatched
Financial Systemsunmatched
Forecastingunmatched
Head of Financeunmatched
High Net Worthunmatched
Interpersonal Skillsunmatched
Investment Managementunmatched
Investment Servicesunmatched
Leadershipunmatched
Liquidityunmatched
Mergers and Acquisitionsunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Operations Planningunmatched
Operations Processesunmatched
Presentation/Verbal Skillsunmatched
Product/Service Launchunmatched
Profit & Lossunmatched
Registered Investment Advisor (RIA)unmatched
Wealth Managementunmatched
Writing Skillsunmatched
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