
Chief Financial Officer (CFO)
Confidential, New York, NY, United States
Chief Financial Officer (CFO)
About the Company
Accomplished financial services firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Financial Officer (CFO) to be a key executive leader in driving financial strategy, governance, and operational excellence. The successful candidate will be responsible for comprehensive financial reporting, ensuring regulatory compliance, and upholding accounting standards to maintain the organization's integrity. This role involves close collaboration with senior leadership to align financial operations with strategic business objectives, leading modernization efforts for financial systems, and developing a high-performing finance team. The CFO will also be tasked with managing relationships with external auditors, regulators, and stakeholders to ensure transparency and trust, as well as contributing to the organization's strategic growth through the optimization of financial operations and resource allocation.
Applicants for the CFO position at the company must have a Bachelor of Science degree, with a mandatory CPA certification, and a minimum of 15 years of progressive finance experience, including at least 5 years in senior leadership roles. In-depth knowledge of SEC or FINRA regulatory frameworks, technical expertise in derivatives and structured products under US GAAP regulations, and a proven track record in financial systems modernization and technology integration are essential. The role requires exceptional communication skills, strong leadership abilities, and a demonstrated success in regulated financial services environments. Key responsibilities for the CFO include leading financial reporting processes, developing and enforcing accounting policies, overseeing regulatory reporting and capital compliance, and driving intercompany arrangements and financial optimization strategies.
Travel Percent
Less than 10%
Functions
Finance
About the Company
Accomplished financial services firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Financial Officer (CFO) to be a key executive leader in driving financial strategy, governance, and operational excellence. The successful candidate will be responsible for comprehensive financial reporting, ensuring regulatory compliance, and upholding accounting standards to maintain the organization's integrity. This role involves close collaboration with senior leadership to align financial operations with strategic business objectives, leading modernization efforts for financial systems, and developing a high-performing finance team. The CFO will also be tasked with managing relationships with external auditors, regulators, and stakeholders to ensure transparency and trust, as well as contributing to the organization's strategic growth through the optimization of financial operations and resource allocation.
Applicants for the CFO position at the company must have a Bachelor of Science degree, with a mandatory CPA certification, and a minimum of 15 years of progressive finance experience, including at least 5 years in senior leadership roles. In-depth knowledge of SEC or FINRA regulatory frameworks, technical expertise in derivatives and structured products under US GAAP regulations, and a proven track record in financial systems modernization and technology integration are essential. The role requires exceptional communication skills, strong leadership abilities, and a demonstrated success in regulated financial services environments. Key responsibilities for the CFO include leading financial reporting processes, developing and enforcing accounting policies, overseeing regulatory reporting and capital compliance, and driving intercompany arrangements and financial optimization strategies.
Travel Percent
Less than 10%
Functions
Finance