Chief Financial Officer

Overview

• Lead financial operations for a professional services firm, ensuring strategic growth and operational excellence.
• Develop and implement financial strategies to support organizational expansion and profitability.
• Collaborate with executive leadership to optimize firmwide processes and achieve long-term financial goals.
• Oversee back-office functions, driving efficiency and scalability across multiple offices.
• Enhance financial reporting and analytics to improve transparency and decision-making.
• Support mergers and acquisitions with financial due diligence and integration planning.
• Ensure compliance with policies and optimize partner-level financial operations.
• Foster continuous improvement initiatives to streamline workflows and enhance accuracy.

Key Responsibilities & Duties

• Manage budgeting, forecasting, cash flow planning, and financial reporting processes.
• Oversee accounting, billing, payroll, AP/AR, and administrative infrastructure.
• Implement financial controls and standard operating procedures to ensure accuracy and efficiency.
• Optimize financial technology platforms to support firm growth and scalability.
• Lead financial due diligence and modeling for mergers and acquisitions.
• Provide strategic financial guidance to executive leadership and partner groups.
• Enhance partner-level reporting and profitability analysis.
• Drive operational improvements and streamline administrative processes.

Job Requirements

• Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA preferred.
• 10–20+ years of progressive financial leadership experience in professional services.
• Proven expertise in financial operations, budgeting, forecasting, and internal controls.
• Experience with mergers and acquisitions, including due diligence and integration.
• Strong leadership and collaboration skills within a matrixed organization.
• Proficiency in optimizing financial systems and driving operational improvements.
• Ability to manage cash flow, treasury operations, and banking relationships.
• High integrity, sound judgment, and strategic financial acumen.