Chief Financial Officer

Chief Financial Officer

Job Type: Full-Time

Work Hours: Monday to Friday, 06:00 AM - 02:30 PM PDT, with a 30-minute break

Job Overview:

We are seeking a strategic, results-driven Chief Financial Officer (CFO) to lead the financial operations of a high-growth, multi-entity investment and asset management firm. This executive will serve as a key member of the leadership team, responsible for driving financial strategy, ensuring compliance, optimizing performance, and enabling data-informed decision-making at the highest level

.The ideal candidate will have deep experience in financial planning and analysis, multi-entity and fund accounting, and real estate or private equity environments. Proficiency in Sage Intacct is required. You will be hands-on and detail-oriented while also contributing to long-term planning and financial leadership. This is an exciting opportunity to make a lasting impact in a fast-paced, innovative, and mission-driven organization

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Key Responsibiliti

• es:Lead and oversee all financial functions, including accounting, FP&A, budgeting, reporting, audit, and complia
• nceOwn monthly, quarterly, and annual financial reporting for leadership and stakehold
• ersDirect financial planning and cash flow forecasting across multiple entities and investment vehic
• lesEnsure timely, accurate month-end close, reconciliations, and internal contr
• olsPartner closely with executive leadership on long-term financial strategy, fundraising, and capital plann
• ingOversee and continuously improve systems, processes, and automation to increase financial efficiency and insi
• ghtCoordinate with external auditors, legal, and tax professionals to maintain compliance with all regulatory requireme
• ntsManage and mentor the finance team, fostering a high-performance and detail-oriented cult
• ureSupport due diligence, investor reporting, and fund performance analy
• sisOptimize the use of Sage Intacct and other systems to streamline reporting and decision-mak

ing
Qualificati

• ons:CPA or equivalent financial certification prefe
• rredMinimum of 5 years of experience in progressively senior finance roles, with at least 3 years in a CFO or VP of Finance capa
• cityStrong experience in fund or real estate accounting, private equity, or asset manage
• mentProficiency in Sage Intacct is prefe
• rredProficiency in Microsoft Office Suite, Google Workspace, and CRM platforms such as HubSpot or Salesf
• orceProven track record in financial forecasting, budgeting, and strategic plan
• ningExceptional analytical, organizational, and leadership sk
• illsExcellent communication and interpersonal abili
• tiesAbility to thrive in a fast-paced, entrepreneurial environment with competing priori