Chief Financial Officer

7 days ago

Cornelius, United States Financial Independence Group, LLC Full time
Job DescriptionJob Description

WHO WE ARE:

Financial Independence Group is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in all 50 states.

We value:

  • The highest ethical standards from…
  • Commitment to excellence from…
  • Respect of individuals from…
  • Investment in…
  • Accountability from…

our internal team members, external partners, and affiliated advisors.

JOIN OUR TEAM TODAY

The Chief Financial Officer position is accountable for the financial and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.

YOUR ROLE:

  • Oversee the accounting and finance teams
  • Assist in formulating the company's future direction and supporting tactical initiatives
  • Monitor and direct the implementation of strategic business plans
  • Develop financial and tax strategies
  • Manage capital requests and budgeting processes
  • Develop performance measures and monitoring systems that support the company's strategic direction
  • Participate in key decisions as a member of the executive management team
  • Maintain in-depth relations with all members of the management team
  • Oversee the financial operations of affiliated companies
  • Audit consolidated statements of affiliated companies
  • Lead M&A strategy and execution within FIG and affiliated companies
  • Manage any third parties to which accounting or finance functions have been outsourced
  • Oversee the company's transaction processing systems
  • Oversee employee benefit plans, with emphasis on maximizing a cost-effective benefits package
  • Supervise acquisition due diligence and negotiate acquisitions
  • Oversee the issuance of financial information
  • Report financial results to the ownership team
  • Understand and mitigate key elements of the company's risk profile
  • Construct and monitor reliable control systems
  • Ensure that the company complies with all legal and regulatory requirements
  • Ensure that record keeping meets the requirements of auditors and government agencies
  • Monitor cash balances and cash forecasts
  • Arrange for debt financing and equity financing

WHY YOU ARE THE RIGHT PERSON:

  • Master’s degree in Accounting or Business Administration, or equivalent business experience
  • Meticulous organization, speed, diligence, accuracy, initiative, and professionalism
  • Must be able to work independently
  • Experience in partnering with an executive team and should have a high level of written and oral communication skills
  • A strong commitment to team culture and positive attitude is required

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