Chief Financial Officer

Overview

• Lead financial strategy and governance, ensuring operational excellence and alignment with organizational goals.
• Oversee financial reporting, compliance, and accounting standards to maintain integrity and transparency.
• Collaborate with senior leadership to drive strategic initiatives and optimize financial operations.
• Enhance financial systems through modernization efforts, improving efficiency and data accuracy.
• Develop and lead a high-performing finance team, fostering growth and excellence.
• Ensure compliance with regulatory frameworks, maintaining robust internal controls and governance.
• Manage relationships with auditors, regulators, and stakeholders to uphold trust and transparency.
• Contribute to strategic growth by optimizing resource allocation and financial operations.

Key Responsibilities & Duties

• Direct financial reporting processes, including consolidation and month-end close activities.
• Develop and enforce accounting policies for structured products under US GAAP.
• Oversee regulatory reporting and compliance for SEC-registered entities.
• Collaborate with compliance teams on risk management and regulatory initiatives.
• Partner with technology teams to modernize financial systems and reporting capabilities.
• Establish and maintain rigorous internal controls and governance frameworks.
• Build and sustain relationships with external auditors, regulators, and stakeholders.
• Drive intercompany arrangements, transfer pricing, and financial optimization strategies.

Job Requirements

• Bachelor of Science degree required; CPA certification mandatory.
• Minimum 15 years of progressive finance experience, including 5 years in senior leadership roles.
• Expertise in SEC or FINRA regulatory frameworks and compliance standards.
• Technical knowledge of derivatives and structured products under US GAAP.
• Proven experience in financial systems modernization and technology integration.
• Success in regulated financial services environments.
• Exceptional communication skills to articulate complex financial concepts.
• Strong leadership abilities to cultivate and manage high-performing teams.