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Chief Financial Officer

2 months ago

Provo, Utah, United States Soltis Investment Advisors Full time
About the Role

Soltis Investment Advisors is seeking a seasoned Chief Financial Officer to join our senior leadership team. As a critical business partner to the CEO and Board of Directors, you will play a key role in driving the company's growth and expansion.

Key Responsibilities
  • Provide strategic financial guidance to the CEO and Board of Directors, contributing to the company's overall direction and expansion.
  • Develop and implement financial plans, budgets, and forecasts in line with the company's objectives and growth trajectory.
  • Oversee the production and review of weekly, monthly, and quarterly reporting metrics to be shared with executive leadership team, Board of Directors, and/or financial sponsors.
  • Advise the CEO on M&A strategy and support the diligence, negotiation, and integration of potential acquisitions.
  • Ensure legal and regulatory compliance regarding all financial functions.
  • Manage annual outside audit and tax preparation process.
  • Actively manage the company's lending relationship(s) and optimize capital structure with use of leverage while appropriately managing lender forecasts, expectations, and covenant compliance.
Requirements
  • Bachelor's degree in finance, accounting, or business administration. CPA or MBA preferred.
  • Hands-on CFO experience in a growth-oriented, preferably private equity-backed, business.
  • Experience in wealth management and financial services preferred.
  • Senior management experience including regular cadence of Board of Directors and c-suite interactions.
  • Prior success scaling an organization's financial infrastructure by improving budgeting, reporting, and internal controls.
  • Strategic thinker with exceptional technical skills, analytical ability, and superb judgment.
  • M&A execution and integration experience preferred.
About Soltis Investment Advisors

Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St. George, Utah with offices across the country. With more than $9.0 billion in assets under management/assets under advisement, Soltis is one of the largest and fastest-growing independently owned and operated wealth management firms in the U.S. Soltis provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). Soltis announced a capital partnership with Estancia Capital Partners and LLR Partners in May 2024.