CFO - Private Equity, Lending, Asset Management (Remote)

Position Overview:

Key Responsibilities:

Financial Strategy and Oversight:

• Develop and implement financial strategies aligned with the company’s growth and profitability goals.
• Provide insights and recommendations to the executive team to drive decision-making and enhance operational efficiency.
• Lead the development of annual budgets, financial forecasts, and long-term financial plans.
• Monitor and report on financial performance, analyzing variances to budget, forecasting future financial trends, and identifying areas for cost optimization.

Investor Relations:

• Act as the primary point of contact for all investor-related activities, ensuring effective and transparent communication with stakeholders.
• Oversee the preparation and presentation of investor reports, financial updates, and performance analyses.
• Build and maintain strong relationships with existing and prospective investors, enhancing investor confidence and promoting Trophy Point’s investment opportunities.
• Ensure compliance with all investor-related regulatory requirements and company policies.

Finance Department Leadership:

• Directly oversee the finance department, fostering a collaborative environment focused on achieving company financial objectives.
• Lead financial planning, analysis, and reporting, maintaining effective internal controls and ensuring compliance with accounting principles and regulations.
• Develop, mentor, and guide finance team members to achieve high standards of performance and professional growth.

Accounting Oversight and Compliance:

• Supervise the accounting team, with the Accounting Manager reporting directly to this position.
• Ensure timely and accurate completion of financial statements, tax filings, audits, and other regulatory filings.
• Oversee the implementation of accounting standards (GAAP) and ensure internal controls are followed, minimizing financial risk.
• Work closely with the accounting team to enhance processes, streamline accounting functions, and integrate financial technology solutions where appropriate.

Risk Management and Compliance:

• Identify, assess, and manage financial risks, including credit, liquidity, operational, and compliance risks.
• Ensure adherence to federal and state regulations, including tax, compliance, and investor requirements.
• Oversee the risk management framework, ensuring policies are in place to mitigate potential financial risks.

Lending and Asset Management:

• Develop and manage strategies for effective lending and asset management, leveraging experience in lending and/or private equity.
• Implement and monitor key performance metrics to assess portfolio health and operational performance.
• Ensure robust cash flow management, capital allocation, and risk assessment for all asset holdings and lending portfolios.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required; MBA or CPA preferred.
• Experience: Minimum of 5-8 years in finance, with at least 5 years in a management role within asset management, lending, or private equity.
• Leadership Skills: Proven experience in leading finance and accounting teams, with the ability to foster collaboration, mentor staff, and drive strategic outcomes.
• Technical Knowledge: In-depth understanding of GAAP, regulatory compliance, tax laws, and financial management software.
• Investor Relations: Strong background in investor communications, reporting, and compliance, with the ability to build and maintain investor trust.
• Analytical Skills: Exceptional analytical skills, with experience in budgeting, forecasting, financial modeling, and performance metrics.
• Communication Skills: Strong verbal and written communication skills, capable of delivering complex financial information to both financial and non-financial stakeholders.
• Relocation: Candidates must be willing to relocate if currently based outside the company’s operating area.