8–12 years of progressive finance and/or accounting experiencePrior leadership experience within finance or accounting functionsCPA preferred; MBA a plusExperience within financial services, wealth management, or professional services environments highly preferredStrong analytical, communication, and business partnering skillsAbility to operate effectively in a fast-paced, high-growth environmentStrategic mindset with willingness to remain hands-on when needed. Newly created leadership role with high visibility and executive exposureFast-growing organization with an active acquisition strategyAward-winning culture focused on collaboration, people, and long-term growthStrong employee tenure and leadership development opportunitiesClear “Pathway to Partnership” program within the organizationOpportunity to influence strategic decisions and company directionCollaborative, team-oriented environment that values work-life balance and culture.