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David Careers

Chief Financial Officer

Posted 2 days ago

quest organizationGlens Falls (NY)
Financial ManagersPortfolio Management and Investment Advice

SENIORITY

Director

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About the role

A nationally recognized, fast-growing independent wealth management firm seeks it Chief Financial Officer. The firm has grown rapidly through both organic growth and regular acquisitions, and has a strong deal pipeline. The CFO will own financial strategy and operations, fund growth, lead acquisitions and integrations, and give leadership and the board a clear, timely view of the business. This is a hands-on role: you will set strategy, build the model, review the close and sit across from lenders. Why This Role Build the function: set the team, systems and standards Deal flow: be at the table for every acquisition. Direct access: report to the founder and CEO and present to an experienced board with independent and investor directors. Ownership: competitive cash, a bonus tied to firm growth and the option of equity.
Key Responsibilities: Capital and investors: lead debt and equity raises to fund acquisitions, manage lender relationships and covenants, own the quarterly equity valuation and cap table (including rollover equity and profits interests), and prepare board and investor materials.
M&A: build valuation and deal models, lead financial due diligence, structuring and purchase price allocation, and integrate acquired firms into finance, billing and reporting. Planning and reporting: own budgeting, forecasting and long-range planning, review the monthly close with the Controller, track key metrics (revenue, EBITDA, organic growth, margins, advisor economics), and manage cash, treasury and working capital across entities. Operations and control: partner with the Controller on accounting, payroll, fee billing and audit, build controls and systems that scale with acquisitions, partner with tax, legal and compliance on entity structure and filings, and lead and grow the finance team.
Qualifications:
  • 10+ years in finance, including senior leadership at a growing company.
  • Hands-on M&A experience: modeling, diligence, structuring and integration.
  • Track record raising capital and managing lender and investor relationships.
  • Strong financial modeling and valuation skills.
  • Experience building a finance function: close, controls, systems and team.
  • Clear communicator with the CEO, board and lenders.
  • CPA, CFA or MBA.
  • A Plus
  • Experience at an RIA, wealth manager or other financial services firm.
  • Background in investment banking, private equity or transaction services.
  • Experience with PE-backed or acquisitive roll-up businesses.

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