Chief Financial Officer

Chief Financial Officer (CFO) In-Office Role for Multi-Location Growing Financial Services Company Denver Tech Center (DTC) Salary: $200K - $300K + Stock, Equity, Bonus & Full Benefits Package

Navigator Recruiting client is a well-established fast-growing multi-office financial services company with goals of continued expansion. The firm is seeking to hire an experienced strategic CFO with a growth mindset who can embrace and drive change but also someone who is very hands-on and who can oversee the growing finance department. Reporting to a visionary CEO, the CFO must be able to operate as a strategic partner to the CEO, lead a multi-entity financial services organization, and bring clarity, discipline, and forward-looking insight to the business and the exciting next chapter of this client. Ideally, the right candidate will have experience in the financial services industry (wealth management in particular), and mergers and acquisitions and private equity experience.

The full benefits package includes stock options, equity, a bonus, 100% employer-paid health, dental, and vision insurance, 4 weeks' paid time off (PTO), 10 company holidays, 401(k) plan with a generous 3% employer match, AD&D, life insurance, LTD, STD, HSA, Flexible Savings Account, commuter/transit costs, employee assistance and pet insurance/wellness and ongoing professional development, certification and licensing support and continuing education opportunities.

NOTE: Only people currently living in the Denver metro area will be considered for this role.

Responsibilities

• Participation on the executive committee to set company strategy and policy.
• Manage, mentor and provide training for an accounting staff of four (4).
• Cash management, reporting and budgeting.
• Oversee financial statement preparation, accounts payable and accounts receivable.
• Manage relationships with all banks and lenders.
• Be knowledgeable and strategize on implementing cost saving measures, discounts and incentive opportunities.
• Evaluate, implement and streamline policies, procedures, systems, controls and methodologies.
• Apply quantitative methodology to understanding status and trends in the firm, and proactively recommend ways to maximize opportunities, mitigate risk, and continually improve efficiency and effectiveness.
• As necessary, provide due diligence support and guidance on mergers and acquisitions activity.
• Lend expertise to special projects as necessary, including supporting another team member’s endeavor or proactively initiating and leading a project that will further enhance the company.
• Monthly preparation of commission reports; apply and manage commissions from multiple sources, ensuring timely calculation and payment to appropriate recipients.
• Oversee Human Resource Administration – Payroll preparation, processing, and execution; benefits administration (vacation/sick days; medical; 410k/profit sharing, etc.); annual 1099-MISC forms preparation and filing.

Requirements

• Bachelor’s Degree in Business, Administration, Financeisrequired.
• CPA is strongly preferred.
• Advanced degree (like MBA or Master's in Finance) is helpful but not required.
• QuickBooks Desktop experience is required.
• MS Excel expert level experience.
• Leadership & people management experience.
• Strong financial analytics & strategic decision-making experience.
• Financial services experience.
• Mergers and acquisitions (M&A)experience.
• Compensation modeling & implementation experience.
• Payroll, benefits and compliance experience.
• High-energy, collaborative, and accountable.
• Thinks like an owner, not a service provider.
• Must be comfortable being in the office, leading people, and owning outcomes.