Senior Financial Executive

2 weeks ago


Columbus, Ohio, United States Creative Financial Staffing Full time

Chief Financial Officer

About the Position:

We are collaborating with a prominent financial consulting firm to identify a Chief Financial Officer. This role serves as a vital strategic partner to the firm's Executive Committee, playing a key role in the organization's success and expansion through proficient financial oversight.

Key Responsibilities:

  • Strategic Financial Management: Formulate and execute financial strategies, policies, and plans. Provide insightful financial analysis and recommendations to the Executive Committee and relevant subcommittees.
  • Budget Development and Forecasting: Lead the annual budgeting process, working closely with department leaders to ensure alignment of financial objectives with the firm's strategic goals. Conduct ongoing financial forecasting to pinpoint potential risks and opportunities.
  • Financial Reporting: Prepare and analyze financial statements for executive leadership. Ensure accurate and timely reporting in accordance with regulatory standards.
  • Banking and Investment Oversight: Manage banking relationships and treasury management functions.
  • Tax Strategy and Compliance: Direct tax planning and compliance efforts, ensuring adherence to all applicable tax regulations.
  • Payroll and Employee Benefits Management: Supervise bi-weekly payroll processes and manage employee benefits, including retirement plans.
  • Insurance Oversight: Administer insurance policies beyond group benefits.
  • Team Leadership: Guide and develop the Finance department, offering support and direction to enhance team performance. Participate actively in Executive Committee meetings.
  • Ethics and Compliance: Ensure that all financial practices and reporting comply with ethical and legal standards.

Preferred Qualifications:

  • Bachelor's degree in finance or accounting.
  • MBA or CPA designation is preferred.
  • Experience in legal or professional services is advantageous.
  • Familiarity with Aderant software is a plus.


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