CG Financial Services has an opening for a Chief Financial Officer (CFO). This individual consultant will empower CGFS to make strategic decisions and prepare for next-level opportunities, while effectively developing streamlined KPI metrics for core business units. The CFO will monitor and develop a financial management team to automate financial reporting and data. This is a critical role which will oversee the improvements of the company's financial processes, lead the company's financial strategy, and collaborate with the senior management team on special projects. The CFO role is a unique opportunity for a proven executive to help drive a fast-moving organization to the next phase of growth with an experienced senior management team and Board of Directors.

Our ideal Chief Financial Officer has the following Core Values:

• Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
• Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
• Self-Motivated: You have a driven and proactive personality, result-oriented, and accepts challenges.
• Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.
• Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.

RESPONSIBILITIES

As the CHIEF FINANCIAL OFFICER, you will:

• Plan, evaluate and implement the financial strategy.
• Further develop best practice of NetSuite annual and projected budget which includes forecasting templates and tracking.
• Implement and manage operations for accounting, reporting, banking, and FP&A functions.
• Leads the finance team in an ongoing cadence of reporting on key performance indicators.
• Manage special projects related to M&A, practice affiliations and minority acquisitions.
• Develop and implement financial and accounting controls and ensure compliance with prescribed internal and external standards.
• Assist in strategy for equity, ownership within core business units up through holding company structure (core compensation strategy).
• Manage the financial planning and forecasting process. Provide high-level analysis and recommendations for corrective action as necessary.
• Creates and reviews all period-end activities to ensure financial statements accurately reflect results of CGFS activities.
• Ensures accounting policies & procedures are followed; and monthly financials are closed timely.

ABOUT YOU

• 10+ years of experience in a finance or accounting role, preferably with a professional services organization
• CFO or similar executive management experience in business. Strong preference will be given to candidates with experience in the financial services world
• B.S. Degree in Finance, Accounting or Business; prefer a Master's degree/MBA in Accounting, Finance or Business, or a CPA, or equivalent experience
• Proven management experience with accounting, billing, payroll,
• Experienced in financial / management reporting, analysis, budgeting, and forecasting
• Attention to detail and accuracy with strong analytical, problem-solving and conflict resolution skills