Chief Financial Officer
2 days ago
Cerity Partners is seeking a highly skilled and experienced Chief Financial Officer to join our team. As a key member of our Business Advisory leadership team, you will work closely with our Partner and client accounting team to provide high-level advisory services to our clients and mentor our team.
Key Responsibilities- Strategic Planning: Develop and implement strategic plans to drive business growth and profitability, including financial analysis and due diligence.
- Financial Reporting: Design and present meaningful financial reports to internal and external stakeholders.
- Risk Management: Identify and mitigate internal and external risks to the business.
- Financial Management: Monitor cash flow, investment options, and term financing to ensure optimal financial performance.
- Exit Strategies: Work with ownership to manage the transition of owners from the company.
- External Relationships: Develop relationships with external professional advisors, including bankers, attorneys, and CPAs.
- Education: Bachelor's degree in accounting required.
- Experience: 10+ years' work experience, preferably in both public accounting and industry.
- CPA: Certified Public Accountant preferred.
- Technical Skills: Demonstrated technical abilities in select areas, including accounting, regulatory, and compliance.
- Analytical and Interpersonal Skills: Strong analytical, interpersonal, time management, research, and communications skills.
- Adaptability: Ability to effectively work with new and changing situations, including changing professional standards.
Cerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses, and nonprofit organizations. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We believe in a simple formula that drives our actions: People First + Accountability = Winning Outcomes.
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Chief Financial Officer
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Outsourced Chief Financial Officer
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