Finance Manager
3 weeks ago
Chief Financial Officer / CFO
Relocation assistance available.)
Relocation
Yes – flexible. Travel
Management
Lead Finance and Accounting organizations for portfolio of companies.
Full-Time, W2, Direct Hire
Medical, Dental, Vision health insurance. Life and Disability Insurance. The CFO is responsible for the finance and accounting departments of the portfolio of businesses. Though this position is responsible for accounting, finance, and tax of each business, it will also involve a focus on M&A and other strategic capital markets activities.
This is an opportunity for an experienced finance and M&A practitioner to develop expertise in the retirement and wealth management industries.
The owner has a portfolio of businesses primarily based in the retirement and wealth management industries. There are three portfolio companies worth highlighting at varying stages in their lifecycle that this role will focus attention on: a wealth management technology platform that is in the process of scaling, an RIA actively embarking in opportunistic AUM acquisitions, and an annuity and life insurance distribution organization that is in the process of considering strategic opportunities over the coming months. Build efficient finance and accounting organizations by attracting and retaining a high-quality team and utilizing software over manual processes.
Lead integration or consolidation of accounting functions for acquired entities.
Lead annual external audit and coordinates with external tax accountants.
Work closely with businesses executives to review financial trends and KPIs.
Participate in all aspects of M&A activity.
Direct the company's strategic planning initiatives and help to build out strong practices around FP&A.
Partner with all members of the senior management team and other company leadership on business strategy.
Direct resource allocation, monitor company expenditures and help review and negotiate customer and vendor agreements.
10+ years of finance/accounting experience.
CFO, controller, or senior leadership experience in finance/accounting required.
Fundraising, M&A, or other capital markets experience required.
Candidate must be based Scottsdale, AZ (relocation assistance available).
The company is unable to sponsor a Visa.
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