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Chief Financial Officer
2 months ago
We are a dynamic platform for seasoned financial professionals to excel in strategic business advisory and sell/buy services for privately held companies.
Job SummaryWe are seeking an experienced Chief Financial Officer (CFO) to join our team as a Partner. As a Partner, you will provide a diverse range of strategic business advisory services to business owners, enabling them to increase cash flow, secure bank loans, ensure sustained profitability, and strategically prepare their businesses for a future sale.
Key Responsibilities- Provide strategic business advisory services to business owners, including financial planning, budgeting, and forecasting.
- Help business owners increase cash flow, secure bank loans, and ensure sustained profitability.
- Assist business owners in strategically preparing their businesses for a future sale.
- Develop and implement financial plans to drive business growth and profitability.
- Collaborate with business owners to identify and capitalize on new business opportunities.
- Minimum of 5 years of experience as a CFO (or equivalent) in privately held companies within the USA.
- At least 15 years of professional experience since college graduation.
- Series 7 and/or 79 license (bonus)
- A dynamic platform for seasoned financial professionals to excel in strategic business advisory and sell/buy services.
- The opportunity to work with business owners to drive growth and profitability.
- A competitive compensation package.
- We are a well-recognized brand with an esteemed reputation.
- We offer a unique opportunity for financial professionals to build a thriving consulting practice.
- We provide a dynamic platform for seasoned financial professionals to excel in strategic business advisory and sell/buy services.