Chief Financial Officer bei None

Summary of Responsibilities:

With direct accountability to the Executive Committee, the Chief Financial Officer will be responsible for overseeing and directing the firm’s financial goals, objectives, and budgets.  As a key member of the Executive Management team, the CFO will assume a strategic role in the overall management of the firm; will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the company.  This will include direct responsibility for accounting, finance, forecasting, strategic planning, property management, merger and acquisition analysis and negotiations, investor relationships and private and institutional financing.

Essential Functions:

• Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives.
• Provide timely and accurate analysis of budgets, financial results, financial trends and forecasts.
• Direct and oversee all aspects of the finance and accounting functions of the organization.
• Evaluates and advises on the impact of long-range planning, introduction of new programs / services strategies and regulatory action.
• Establish and maintain strong relationships with Directors to identify their needs and seek full range of business solutions.  
• Provide executive management with advice on the financial implications of business activities.
• Manage processes for financial forecasting, budgets and consolidation and reporting to the organization.
• Provide recommendations to strategically enhance financial performance and business opportunities.
• Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
• Forecast cash flow positions, related borrowing needs and available funds for investment.  
• Ensure sufficient funds are available to meet ongoing operational and capital investment requirements. 
• Maintain a system of policies and procedures that impose an adequate level of control over treasury activities.
• Supervise the preparation of the annual budget.
• Monitor and control accounts receivable.
• Prepares reports / data used in the Director Compensation Process and assists in the collection of information to be distributed.
• Prepare information / reports required to complete the annual firm tax returns, Director K-1 reports and Director tax returns.
• Oversees the payroll tax process, administration of the cafeteria and 401(k) plans (including financial statement audit), the Firm’s employee savings plan and the general ledger detail.
• Directs the firm’s response to survey requests.
• Evaluate the accounting department’s structure and team plan for continual improvement of the efficiency and effectiveness of the group as well as provide individuals with professional and personal growth with emphasis on opportunities (where possible) of individuals.
• Meet semi-annually with each Managing Director to discuss office metrics and performance
• Monitor and provide recommendations on firm capital
• Present financial update at annual director meeting and retreat

Competencies:

• Financial management
• Strategic thinking
• Communication proficiency
• Ethical conduct
• Leadership 
• Performance management
• Personal effectiveness / credibility
• Problem solving / analysis
• Technical capacity
• Executive presence

Required Experience:

• Bachelor’s degree in accounting or finance, MBA/Master’s degree preferred.
• CPA required.
• Minimum ten (10) years in progressively responsible financial leadership roles.
• Experience in Accounting, Consulting, or other professional services organizations.
• Recent experience at the Controller or Chief Financial Officer level.

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