Chief Financial Officer

Full-time - Senior

Alpharetta, GA

About the position

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $65 billion in assets under advisement, nearly 450 team members and a nationwide network of 17 offices, we offer comprehensive wealth management and trust services to more than 10,500 clients in all 50 states. Building upon two consecutive years of record growth, we are seeking an experienced Chief Financial Officer to lead the stewardship of the firm’s financial resources and contribute strategic thinking and guidance to our Executive Leadership Team.

Responsibilities

• Develop and execute long-term financial strategies that align with Blue Trust’s Mission and long-term growth objectives.
• Provide proactive financial insights and recommendations to the Executive Leadership Team and Board of Directors to guide decision-making.
• Monitor changes in economic, market, and regulatory environments, adapting financial strategies accordingly.
• Direct the preparation of all financial statements, including income statements, balance sheets, cash flow statements, shareholder reports, tax returns, and required regulatory and governmental agency reports.
• Develop, implement, and ensure effective administration of budgeting, forecasting, billing, and reporting systems.
• Lead the budgeting, forecasting, and planning processes to deliver timely and actionable financial projections and performance metrics.
• Identify opportunities for cost optimization and operational improvements through process re-engineering and technology adoption.
• Maintain a comprehensive risk management framework addressing financial and operational risks.
• Develop, implement, and enforce policies and procedures regarding financial controls.
• Ensure compliance with federal, state, and local legal, business registration, tax filing and financial reporting requirements.
• Facilitate annual audit of the Company’s financial accounting practices and procedures.
• Lead the overall capital management function, evaluating internal and external opportunities to optimize financial returns to stakeholders.
• Manage the treasury function, optimizing cash flow and liquidity management while minimizing financial risks.
• Oversee financial modeling and analysis supporting the evaluation of potential M&A opportunities, partnerships, and strategic investment decisions.
• Maintain comprehensive capital ownership records and investor/partner reporting.
• Coordinate and direct annual valuation process with external vendor.
• Lead team in a manner that is consistent with Company’s EOS/Traction Operating System, Management Language, leadership principles and Core Values.
• Inspire, mentor, and develop a high-performing finance team.
• Collaborate with other senior leaders to align financial objectives with overall business strategy.
• Evidence a personal life characterized by intentionality, growth, maturity, and balance.

Requirements

• Minimum 10-15 years of progressive financial leadership experience, with at least 5 years in senior leadership roles.
• Demonstrated expertise within the financial services industry preferred.
• M&A experience preferred.
• Adaptable, creative problem-solver who can pivot between big-picture strategy and tactical execution.
• Exceptional analytical and problem-solving skills, with a data-driven approach to decision-making.
• Advanced financial modeling, budgeting, and forecasting experience.
• Proven ability to lead and inspire teams in a dynamic, fast-paced setting.
• Excellent communication and interpersonal skills.
• Enthusiastic about Blue Trust’s mission and values.

Nice-to-haves

• Master’s degree in Business Administration, Accounting, or Finance preferred.
• Certified Public Accountant (CPA) designation required.