Chief Financial Officer

3 days ago


Sacramento, California, United States Pacific Staffing Full time
Chief Financial Officer Job Description

Pacific Staffing is seeking a seasoned Chief Financial Officer to provide strategic financial leadership to our entrepreneur client managing a diverse portfolio of businesses. This is a unique opportunity to work closely with a dynamic CEO/President engaged in various business ventures spanning consumer services, global enterprises, real estate investments, and consumer products.

Key Responsibilities:

  • Develop and align financial strategies to support the growth and financial objectives of multiple businesses.
  • Manage a portfolio of private high-net-worth clients, including financial planning, investment planning, and retirement planning.
  • Conduct thorough financial assessments to understand client's current financial situations, goals, and risk tolerance.
  • Implement controls and structure and financial forecasting for multiple businesses.
  • Provide advice on investment strategies, asset allocation, and risk management.
  • Recommend and manage investment portfolios in accordance with client's risk tolerance, investment horizon, and financial goals.
  • Stay informed about market trends, economic conditions, and investment products.
  • Collaborate with the CEO and legal professionals to develop estate plans that align with client wishes and minimize tax implications.
  • Guide retirement accounts, pension plans, and other relevant financial instruments.
  • Assess and address potential risks to client's financial well-being, such as market volatility, inflation, and unexpected life events.
  • Ensure compliance with regulatory requirements and industry standards.

Requirements:

  • Master's degree in finance or business required.
  • Professional certifications such as CFA are preferred.
  • 8-10 years of experience in wealth management or financial planning.
  • Proven performer working with investments, private equity, or VC firms.
  • Strong knowledge of financial markets, investment products, and financial planning strategies.
  • Excellent communication and interpersonal skills.
  • Entrepreneurial mindset and demonstrated ability to support emerging growth and companies undergoing rapid and significant change.
  • Must be able to travel nationally 10% of the time.


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