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Senior Financial Executive

2 months ago

Newport Beach, California, United States Regal Executive Search Full time
Job Summary

We are seeking a highly experienced and motivated Senior Financial Executive to lead the finance and accounting functions across multiple offices as a Chief Financial Officer (CFO) in our organization. The selected candidate will join a highly talented team of professionals that service the financial management and planning needs of high net worth individuals, families, and institutions.

Key Responsibilities
  • Strategic Leadership: Provide leadership to the organization that supports the company's business plan and overall strategic vision.
  • Financial Planning and Analysis: Develop financial goals and operational targets consistent with the company's 5-year plan by spearheading the development, communication, and execution of effective growth strategies and processes.
  • Operational Excellence: Develop operational models to achieve organic and inorganic revenue, accurately forecast cash flows, and manage capital structure to ensure sufficient capital and liquidity are available to achieve growth plans.
  • Collaboration and Communication: Work closely with members of the leadership team to build, implement, and roll out plans for operational processes, internal infrastructures, reporting procedures, and company policies all designed to foster growth, profitability, and efficiencies within the company.
  • Financial Reporting and Compliance: Refine corporate budgeting process to prepare for Board approval prior to the start of the new fiscal year, coordinate operational due diligence with business unit leaders, and lead oversight of quality of earnings/financial data review.
Requirements
  • Education: Bachelor's degree required (Finance, Business, or Economics preferred).
  • Experience: 5-10+ years of relevant experience working with high-net-worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer.
  • Skills: Excellent interpersonal and verbal/written skills, proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.), experience working with a multi-site workforce, and a successful track record implementing first-time audit processes and upgrading financial/reporting systems.