Regal Executive Search - Newport Beach, CA
posted 3 months ago
We are currently seeking an experienced, highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office. The position will collaborate with the Leadership Team, the Board of Directors, and the Accounting Team. The selected candidate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families, and institutions. The successful candidate will have a demonstrated track record of educational achievement and experience working in a high-growth wealth management platform. As the CFO, you will provide leadership to the organization that supports the company's business plan and overall strategic vision. You will develop financial goals and operational targets consistent with the company's 5-year plan by spearheading the development, communication, and execution of effective growth strategies and processes. Additionally, you will develop an operational model to achieve organic and inorganic revenue, accurately forecast cash flows, and manage the capital structure to ensure sufficient capital and liquidity are available to achieve growth plans. You will work closely with the CEO to obtain favorable financial results with respect to profitability, cash flow, mergers and acquisitions, systems, reporting, and controls. Creating effective measurement tools to evaluate the proficiency and effectiveness of internal and external processes will also be a key responsibility. Furthermore, you will collaborate with members of the leadership team to build, implement, and roll out plans for operational processes, internal infrastructures, reporting procedures, and company policies designed to foster growth, profitability, and efficiencies within the company. Finally, you will refine the corporate budgeting process to prepare for Board approval prior to the start of the new fiscal year and coordinate operational due diligence with business unit leaders while leading oversight of quality of earnings and financial data review.