Chief Financial Officer (CFO)

Ready to help lead and scale a high-performing investment bank?
At Copper Run, we’re seeking a Chief Financial Officer to partner closely with the CEO and leadership team as the firm continues to grow and evolve. This role is an integral part of the management team with real influence—shaping financial strategy, strengthening operational discipline, and supporting smart, sustainable growth across the firm and its affiliated entities.
This role is well-suited for a finance leader who combines strategic perspective with operational depth and who values disciplined execution in a collaborative, professional environment.
In addition to our advisory platform, Copper Run manages Grandview Partners, a private equity fund focused on co-investments alongside leading private equity firms. We operate with a team-first mindset, a strong execution culture, and the belief that great outcomes are driven by talented people working together.
What We’re Looking For
We’re seeking a CFO who is:

• A strategic finance leader with strong business judgment and operational credibility
• Comfortable operating at the executive level while staying closely connected to the details
• A trusted partner to the CEO who brings insight, perspective, and sound decision-making
• A collaborative leader who builds strong teams and promotes accountability
• Adaptable, thoughtful, and motivated by continuous improvement

If you’re energized by building on a solid foundation—strengthening systems, improving processes, and supporting disciplined growth—this role offers meaningful influence and impact.
What You’ll Do
You’ll provide leadership across the firm’s financial, operational, and administrative functions:
Financial Strategy & Leadership

• Lead long-term financial planning, budgeting, and forecasting aligned with firm strategy
• Deliver clear, actionable financial insights to support leadership decision-making
• Manage capital planning, liquidity, and financial risk

Accounting, Controls & Compliance

• Oversee all accounting functions, including GAAP financial reporting, payroll, tax compliance, and internal controls
• Manage and develop the accounting team and coordinate with external accounting and tax advisors
• Oversee bonus, commission, 401(k), and profit-sharing plans

Private Equity Fund Oversight

• Provide financial oversight for Grandview Partners, including capital calls, distributions, limited partner reporting, and fund compliance

Operations, IT & HR Oversight

• Oversee IT infrastructure and cybersecurity strategy, ensuring secure, scalable systems
• Maintain strong internal cost controls, metrics, and reporting processes
• Oversee HR operations, compensation structures, and benefits administration in partnership with leadership

Client, Deal & Revenue Management

• Lead job costing and profitability analysis by client, team, and engagement
• Review and approve client engagement letters with a focus on fee structure, billing terms, and risk management

Growth & Strategic Initiatives

• Serve as a key advisor to the CEO on strategic initiatives, new business lines, and affiliated entities
• Support internal M&A activity, including financial diligence and structuring
• Model a team-first leadership style consistent with Copper Run’s culture

What You Bring

• Bachelor’s degree in Accounting, Finance, or a related field (CPA and/or MBA strongly preferred)
• 10+ years of progressive finance experience, including senior leadership roles (CFO, VP Finance, or Controller)
• Experience in investment banking, private equity, or professional services strongly preferred
• Deep expertise in budgeting, forecasting, cash flow management, financial controls, and job costing
• Proven ability to partner with executive leadership and manage external stakeholders
• Strong communication, leadership, and decision-making skills
• High personal integrity and sound judgment

What We Offer

• Competitive compensation package, commensurate with experience
• Comprehensive benefits, including medical, dental, vision, 401(k), disability, and life insurance
• Flexible Time Off (FTO)
• Daily lunch provided
• Collaborative, casual-but-professional work environment
• A senior leadership role with the opportunity to shape the firm’s continued success

Ready to help guide the financial strategy of a growing, high-performing investment bank?
Apply today and take the next step in your career at Copper Run.

EEO STATEMENT (Equal Employment Opportunity)
Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.

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