Current jobs related to Client Chief Financial Officer - Annapolis - FinStrat Management LLC

  • Chief Executive Officer

    3 weeks ago

    Annapolis, Maryland, United States CLevelCrossing Full time

    Position OverviewThe CLevelCrossing is in search of an innovative and strategic Chief Executive Officer who possesses a strong history of building and nurturing relationships with a variety of stakeholders. This role demands a leader with extensive experience in organizational management and proven capabilities in fundraising.Key ResponsibilitiesAs the CEO,...

  • Chief Compliance Officer

    2 days ago

    Annapolis, Maryland, United States Scarborough Capital Management Full time

    Job SummaryScarborough Capital Management, an independent wealth management firm, is seeking a seasoned compliance professional to assume the role of Chief Compliance Officer (CCO) and Operations Manager. As a key member of the management team, you will be responsible for ensuring the firm's compliance with regulatory requirements and developing policies and...

  • Staff Accountant

    3 weeks ago

    Annapolis, Maryland, United States Creative Financial Staffing Full time

    About the Opportunity:A unique local non-profit focused on affordable housing is seeking a temporary Staff Accountant (Payroll) to join their team.Potential for permanent position with great benefits.Opportunity for growth in the affordable housing industry.Position located in a set schedule, in-office work only.Reporting to the Chief Financial...

  • Chief Innovation Officer

    2 weeks ago

    Annapolis, Maryland, United States State of Maryland Full time

    Job SummaryThe State of Maryland is seeking a highly skilled and experienced Chief Innovation Officer to lead its Innovation Team. The successful candidate will be responsible for executing the vision of the Innovation Team and managing the day-to-day operations of the team.Key ResponsibilitiesLead the Innovation Team: The Chief Innovation Officer will lead...

  • Financial Advisor

    2 months ago

    Annapolis, United States Financial Growth Partners Full time

    DescriptionOverview: Are you passionate about serving others? We're looking for caring, dynamic, and experienced Financial Advisors to grow our team across the Mid-Atlantic with those who share our passion and values. Our Financial Advisor role is an investment-related sales position that is expected to progress into the Insurance Business....

  • Legal Advisor

    3 weeks ago

    Annapolis, Maryland, United States Creative Financial Staffing Full time

    Legal Advisor OpportunityCreative Financial Staffing is seeking a skilled Legal Advisor to join a reputable non-profit organization.Location: Flexible work environment with a standard schedule of 8am-5pm, Monday through Friday.The organization provides excellent employee benefits, including complimentary parking and a modern office setting with scenic...

  • Client Adviser

    2 weeks ago

    Annapolis, Maryland, United States The WRS Group - Symmetry Financial Full time

    Job DescriptionWe are a Financial Services Agency partnered with Symmetry Financial Group, a leading provider of life insurance and retirement planning solutions. Our team is seeking a highly motivated and self-starting individual to join our sales force as a Client Adviser.Key Responsibilities:Call prospects to schedule appointments and build relationships...

  • Financial Controller

    3 weeks ago

    Annapolis, Maryland, United States Homes for America, Inc. Full time

    Job OverviewPosition: Financial ControllerCompany: Homes for America, Inc.Homes for America, Inc. (HFA) is a distinguished nonprofit organization dedicated to the development and management of affordable housing across the mid-Atlantic region. We are currently in search of a Certified Public Accountant (CPA) or an individual with equivalent qualifications to...

  • Chief Data and Business Development Officer

    2 days ago

    Annapolis, Maryland, United States Maryland Department of Transportation Full time

    Job SummaryWe are seeking a highly skilled and experienced Chief Data and Business Development Officer to join our team at the Maryland Department of Transportation. This is a senior leadership position that requires a strong background in data management, business analysis, and strategic planning.Key ResponsibilitiesLead the Data Management and Business...

  • Chief Data Officer

    1 month ago

    Annapolis, United States St John's College Full time $105,000 - $115,000

    Job DescriptionJob DescriptionREPORTS TO: Collegewide President ROLE: The Chief Data Officer (CDO) is responsible for strategic leadership of the College's institutional research functions, including strategic planning, data governance, compliance reporting, accreditation support, and research initiatives. Reporting directly to the Collegewide...

  • Property Accountant

    2 weeks ago

    Annapolis, Maryland, United States Creative Financial Staffing Full time

    Job Summary:The Property Accountant will be responsible for managing the financial aspects of our client's real estate portfolio. This includes entering journal entries, handling accruals, deferrals, and prepaids, and performing monthly bank reconciliations.Key Responsibilities:Enter journal entries into the Yardi systemHandle accruals, deferrals, and...

  • Real Estate Financial Analyst

    2 weeks ago

    Annapolis, Maryland, United States Creative Financial Staffing Full time

    Job Summary:The Property Accountant will be responsible for managing the financial aspects of our client's real estate portfolio. This includes entering journal entries, handling accruals, deferrals, and prepaids, and performing monthly bank reconciliations.Key Responsibilities:Enter journal entries into the Yardi systemHandle accruals, deferrals, and...

  • Chief Data and Business Development Officer

    2 weeks ago

    Annapolis, Maryland, United States Maryland Department of Transportation Full time

    Job SummaryThe Maryland Department of Transportation is seeking a highly skilled Chief Data and Business Development Officer to lead the Data Management and Business Development team in analyzing business processes, workflows, and proposing new initiatives for the department.Key ResponsibilitiesLead the development and implementation of data management...

  • Client Relations Associate

    3 weeks ago

    Annapolis, Maryland, United States NFP Full time

    About Us NFP is a Fee-Only Fiduciary with a strong presence across various regions, dedicated to providing outstanding service to clients through customized portfolios and personalized financial strategies. Our mission is to simplify financial complexities and assist clients in achieving their goals, fostering a culture of transparency, collaboration, and...

  • Client Service Specialist

    3 weeks ago

    Annapolis, Maryland, United States NFP Full time

    About Us NFP is a Fee-Only Fiduciary with a strong presence across various regions, dedicated to providing exceptional service to clients through customized portfolios and personalized financial strategies. Our mission is to simplify financial journeys and support clients in achieving their goals, underpinned by a culture of transparency, teamwork, and...

  • Financial Management Specialist

    3 weeks ago

    Annapolis Junction, Maryland, United States Interclypse Inc. Full time

    Job OverviewWelcome to Interclypse, where creativity and dedication converge. Our team is essential to our success, and we pride ourselves on fostering a vibrant community committed to excellence. At Interclypse, you will experience more than just a job; you will engage in a dynamic environment that values your skills, welcomes your ideas, and helps you...

  • Client Service Associate

    1 week ago

    Annapolis, United States Jackson Hewitt Full time

    At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don’t receive from DIY or other assisted providers. We take pride in that. The role you play is critical to...

  • Senior Accountant

    3 days ago

    Annapolis, United States Jobot Full time

    Job DescriptionJob DescriptionClient Accounting Advisory Senior (Hybrid) / $$$ / Regional CPA firmThis Jobot Job is hosted by: Joseph SipoczAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $65,000 - $95,000 per yearA bit about us:We are a local/regional CPA firm that has been in business for nearly 50 years,...

  • Financial Analyst Advisor

    1 month ago

    Annapolis, United States General Dynamics Information Technology Full time

    Job Description: Type of Requisition: Regular Clearance Level Must Currently Possess: None Clearance Level Must Be Able To Obtain: Top Secret SCI + Polygraph Suitability: Public Trust/Other Required: None Job Family: Financial Analysis Skills: Finance, Finance Strategy, Financial Analysis Experience: 8 + years of related experience US Citizenship Required:...

  • Veterinary Client Care Specialist

    7 days ago

    Annapolis, Maryland, United States Ethos Veterinary Health Full time

    About the RoleWe are seeking a highly organized and enthusiastic Client Care Specialist to join our team at Ethos Veterinary Health. As a key member of our front office team, you will be responsible for providing exceptional client service, ensuring a smooth and efficient patient flow, and maintaining accurate records.Key ResponsibilitiesClient Relations:...

Client Chief Financial Officer

4 months ago

Annapolis, United States FinStrat Management LLC Full time

The Role FinStrat Management (“FSM”) is seeking a motivated individual to join our team as a client-facing Chief Financial Officer. This is a great opportunity to build a team, implement best practices, and help scale both our company and our clients.

Responsibilities Manage FSM client engagements as a virtual Chief Financial Officer Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions Implement controls, frameworks, policies and systems that capture and utilize timely and accurate data across clients’ business, as well as financial planning, budgets, forecasting and closing processes Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth Collaborate with clients’ CRO and sales team on contracts and contract processes Serve as a liaison between clients and their outside legal counsel Oversee clients’ stock option, commission, and benefit plans Direct and support FSM staff assigned to client engagements Ensure deliverables meet FSM’s quality standard Provide five-star client service

Job Requirements Professional background 10+ years of financial experience with recent experience as CFO or VP of Finance at a growing SaaS or software company Solid understanding of software revenue recognition, SaaS metrics, and associated best practices Success implementing and optimizing process, procedures, and infrastructure to enable scale and support growth (organic and inorganic) Experience in leading fundraising efforts, ideally at a growth stage company

Soft Skills Capable, confident leader Ability to handle multiple client engagements simultaneously Commitment and ability to meet critical business deadlines Self-starter with strong organizational skills Exceptional attention to detail Excellent research and problem-solving skills Strong communication and social skills Able to receive constructive feedback Comfortable working in a dynamic environment

Education Bachelor’s degree in Accounting or Finance is required CPA preferred but is not required (the company will reimburse exam costs following successful completion)

Benefits and Perks Compensation commensurate with experience Flexible work schedule Unlimited vacation Medical, dental, and vision insurance Ongoing education and training Bonuses and profit-sharing

#J-18808-Ljbffr