What are the responsibilities and job description for the CFO - Asset Management position at Sherpa | Recruiting, Staffing & Consulting?
Compensation: To $230K.
Job Overview – CFO – 33029
As CFO, you will lead all financial and accounting functions, providing strategic financial leadership and ensuring alignment with business objectives. You will play a critical role in driving financial health, compliance, and decision-making to support the company’s long-term success.
Key Responsibilities
About Our Process
We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
Candidates for all Sherpa opportunities must be authorized to work in the United States.
Sherpa is an Equal Opportunity Employer.
Job Overview – CFO – 33029
As CFO, you will lead all financial and accounting functions, providing strategic financial leadership and ensuring alignment with business objectives. You will play a critical role in driving financial health, compliance, and decision-making to support the company’s long-term success.
Key Responsibilities
- Oversee financial budgeting, accounting, and reporting to ensure compliance with regulatory, tax, legal, and audit requirements.
- Deliver accurate, timely, and comprehensive financial reports to support management decision-making and reporting obligations.
- Develop and implement financial controls, policies, and procedures to strengthen financial stability and operational efficiency.
- Partner with business leaders to develop key performance indicators (KPIs), financial forecasts, and strategic insights for improved decision-making.
- Analyze business strategies, profitability, and potential M&A opportunities through financial modeling, performance reporting, and pricing evaluations.
- Manage relationships with external financial service providers, including auditors, tax advisors, and payroll services.
- Lead, develop, and motivate the finance team, fostering a high-performance culture.
- Support special projects and initiatives as assigned.
- Travel as needed.
- CPA designation with a relevant finance or accounting degree.
- Minimum 8 years of experience in financial services; asset management industry experience preferred.
- Background in public accounting with a strong grasp of investment management regulations.
- Proven leadership in managing finance teams and driving financial strategy.
- Strong financial acumen, including expertise in financial modeling, reporting, and compliance.
- Excellent communication and stakeholder management skills.
- Proficiency in financial systems, accounting software, and business applications.
- Strong project management and workflow optimization skills.
About Our Process
We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
Candidates for all Sherpa opportunities must be authorized to work in the United States.
Sherpa is an Equal Opportunity Employer.
Salary : $230,000
