Chief Financial Officer

Chief Financial Officer Overview

• The Chief Financial Officer (CFO) will lead financial strategies and operations for a dynamic investment organization, ensuring fiscal health and compliance.
• Collaborate with executive leadership to drive financial planning, risk management, and strategic decision-making.
• Provide oversight for CLO and credit fund accounting, ensuring accuracy and adherence to industry standards.
• Develop and implement financial policies, procedures, and controls to optimize organizational performance.
• Lead financial reporting, budgeting, and forecasting processes to support organizational goals.
• Ensure compliance with regulatory requirements and maintain relationships with external auditors and stakeholders.
• Mentor and manage a high-performing finance team, fostering professional growth and development.
• Contribute to the strategic growth of the organization by identifying and evaluating investment opportunities.

Chief Financial Officer Key Responsibilities & Duties

• Oversee all financial operations, including accounting, budgeting, and financial reporting.
• Lead the development and implementation of financial strategies and policies.
• Manage CLO and credit fund accounting processes, ensuring compliance and accuracy.
• Collaborate with executive leadership to align financial goals with organizational objectives.
• Ensure compliance with financial regulations and maintain relationships with external auditors.
• Provide financial analysis and insights to support strategic decision-making.
• Monitor financial performance and implement corrective actions as needed.
• Mentor and develop finance team members, fostering a culture of excellence.

Chief Financial Officer Job Requirements

• Bachelor of Arts (BA) in Finance, Accounting, or a related field required.
• Minimum of 12 years of experience in financial leadership roles, with 15 years preferred.
• Proven expertise in CLO and credit fund accounting within the investment sector.
• Strong knowledge of financial regulations and compliance requirements.
• Exceptional leadership and team management skills, with a track record of mentoring professionals.
• Excellent analytical and strategic thinking abilities to drive organizational success.
• Experience with hybrid work environments and the ability to adapt to flexible arrangements.