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

Key Responsibilities:

• Lead and oversee all financial functions, including accounting, FP&A, budgeting, reporting, audit, and compliance
• Own monthly, quarterly, and annual financial reporting for leadership and stakeholders
• Direct financial planning and cash flow forecasting across multiple entities and investment vehicles
• Ensure timely, accurate month-end close, reconciliations, and internal controls
• Partner closely with executive leadership on long-term financial strategy, fundraising, and capital planning
• Oversee and continuously improve systems, processes, and automation to increase financial efficiency and insight
• Coordinate with external auditors, legal, and tax professionals to maintain compliance with all regulatory requirements
• Manage and mentor the finance team, fostering a high-performance and detail-oriented culture
• Support due diligence, investor reporting, and fund performance analysis
• Optimize the use of Sage Intacct and other systems to streamline reporting and decision-making

Qualifications:

• CPA or equivalent financial certification preferred
• Minimum of 5 years of experience in progressively senior finance roles, with at least 3 years in a CFO or VP of Finance capacity
• Strong experience in fund or real estate accounting, private equity, or asset management
• Proficiency in Sage Intacct is preferred
• Proficiency in Microsoft Office Suite, Google Workspace, and CRM platforms such as HubSpot or Salesforce
• Proven track record in financial forecasting, budgeting, and strategic planning
• Exceptional analytical, organizational, and leadership skills
• Excellent communication and interpersonal abilities
• Ability to thrive in a fast-paced, entrepreneurial environment with competing priorties