
Chief Financial Strategist
1 day ago
This position is an exceptional opportunity to lead and manage the financial strategy of a growth-oriented investment firm.
The ideal candidate will have a strong track record of providing strategic leadership and operational financial management, with expertise in financial planning, budgeting, forecasting, and analysis.
Responsibilities include:
- Oversee monthly, quarterly, and annual closings to ensure accuracy and compliance.
- Lead financial modeling processes to guide strategic decisions and drive business growth.
- Implement budget control mechanisms across the firm and portfolio companies.
- Consolidate financial data across businesses, ensuring accuracy, transparency, and compliance.
- Identify opportunities to optimize costs and improve profitability.
Additionally, the successful candidate will be responsible for:
- Providing diligence and oversight during investments, M&A, fundraising, and exits.
- Supporting leadership with actionable insights on capital allocation, ROI, and performance optimization.
- Driving financial strategies that align with the firm's growth and scaling goals.
- Negotiating contracts with clients, vendors, and employees, and managing financial/legal negotiations to ensure optimal outcomes.
The ideal candidate will possess excellent communication and leadership skills, with the ability to build strong relationships with stakeholders and team members.
A Bachelor's degree in Finance or a related field is required, along with significant experience in financial management and leadership.
The salary range for this position is competitive, and benefits include comprehensive health insurance, 401(k) matching, and professional development opportunities.
If you are a motivated and experienced finance professional looking for a new challenge, please submit your application.
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