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Chief Financial Officer

Cincinnati, OH 45236

Posted: 11/09/2023 Employment Type: Direct Hire Industry: Accounting Job Number: 11584 Pay Rate: 150,000

Job Description

Chief Financial Officer
If you are an experienced financial leader with a strong background in strategic financial management, we invite you to contribute to our continued success. Apply now and become an integral part of a company that values both professional expertise and a vibrant workplace culture.

Why you should work here:
  • Ownership Opportunity: The current CFO is a shareholder, presenting the potential for increased investment in the company.
  • Celebrate Together: Join us for upcoming holiday celebrations, including a catered Thanksgiving lunch, an end-of-year/Christmas party, and our participation in the Wish Tree initiative for local children.
  • Strong Leadership Team: Work with a tight-knit leadership team that values fundamentals and culture.
  • Recognized Excellence: We are proud recipients of several awards, including The Cincinnati Business Courier’s Best Places to Work Award, Top 100 Healthiest Workplaces in America, Great Place to Work Award, and many more!
Responsibilities include:
  • Financial Oversight: Direct the fiscal functions of the corporation in line with industry standards and regulations.
  • Strategic Planning: Develop and implement creative financial management strategies in collaboration with the executive staff.
  • Reporting and Compliance: Ensure accuracy in financial reports submitted to regulatory bodies and supervise compliance with financial responsibility rules.
  • Leadership: Supervise and lead a team involved in financial reporting, analysis, and bookkeeping.
What you need to succeed:
  • Education: 4-year degree from an accredited University; CPA preferred.
  • Experience: Minimum of 10+ years in senior-level finance or accounting positions.
  • Skills: Proficiency in financial software such as Great Plains, Paycor, and Excel. Direct report experience and leadership in the Wealth Management or advisory industry.
  • Communication: Ability to partner closely with the executive leadership team and present reports to the board of advisors.
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