Chief Financial Officer

Chief Financial Officer (CFO)
In-Office Role for Multi-Location Growing Financial Services Company
Denver Tech Center (DTC)
Salary: $200K - $300K Stock Equity Bonus & Full Benefits Package

Navigator Recruiting client is a well-established fast-growing multi-office financial services company with goals of continued expansion. The firm is seeking to hire an experienced strategic CFO with a growth mindset who can embrace and drive change but also someone who is very hands-on and who can oversee the growing finance department. Reporting to a visionary CEO the CFO must be able to operate as a strategic partner to the CEO lead a multi-entity financial services organization and bring clarity discipline and forward-looking insight to the business and the exciting next chapter of this client. Ideally the right candidate will have experience in the financial services industry (wealth management in particular) and mergers and acqusitions and private equity experience.

The full benefits package includes stock options equity a bonus 100% employer-paid health dental and vision insurance 4 weeks paid time off (PTO) 10 company holidays 401(k) plan with a generous 3% employer match AD&D life insurance LTD STD HSA Flexible Savings Account commuter/transit costs employee assistance and pet insurance/wellness and ongoing professional development certification and licensing support and continuing education opportunities.

NOTE:Only people currently living in the Denver metro area will be considered for this role.

Responsibilities:

• Participation on the executive committee to set company strategy and policy.
• Manage mentor and provide training for an accounting staff of four (4).
• Cash management reporting and budgeting.
• Oversee financial statement preparation accounts payable and accounts receivable.
• Manage relationships with all banks and lenders.
• Be knowledgeable and strategize on implementing cost saving measures discounts and incentive opportunities.
• Evaluate implement and streamline policies procedures systems controls and methodologies.
• Apply quantitative methodology to understanding status and trends in the firm and proactively recommend ways to maximize opportunities mitigate risk and continually improve efficiency and effectiveness.
• As necessary provide due diligence support and guidance on mergers and acquisitions activity.
• Lend expertise to special projects as necessary including supporting another team members endeavor or proactively initiating and leading a project that will further enhance the company.
• Monthly preparation of commission reports; apply and manage commissions from multiple sources ensuring timely calculation and payment to appropriate recipients.
• Oversee Human Resource Administration Payroll preparation processing and execution; benefits administration (vacation/sick days; medical; 410k/profit sharing etc.); annual 1099-MISC forms preparation and filing.

Requirements

• Bachelors Degree in Business Administration Financeisrequired.
• CPA is strongly preferred
• Advanced degree (like MBA or Masters in Finance) is helpful but not required
• QuickBooks Desktop experience is required
• MS Excel expert level experience
• Leadership & people management experience
• Strong financial analytics & strategic decision-making experience
• Financial services experience
• Mergers andaquisitions (M&A)experience
• Compensation modeling & implementation experience
• Payroll benefits and compliance experience
• High-energy collaborative and accountable
• Thinks like an owner not a service provider
• Must be comfortable being in the office leading people and owning outcomes