CFO
Company: Regal Executive Search
Location: Newport Beach
Posted on: October 29, 2024
Job Description:
Job DescriptionCFOWe 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. The 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 institutions. 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 models 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, profitability, and efficiencies within
the company.
- Refine corporate budgeting process to prepare for Board
approval prior to the start of the 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.
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Keywords: Regal Executive Search, San Marcos , CFO, Executive , Newport Beach, California
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