Chief Financial Officer
Cincinnati, OH 45236 US
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!
- 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.
- 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.