Chief Financial Officer

About the Company

Our client is a New York City based premier financial and strategic advisory firm serving private companies and nonprofit organizations. They deliver outsourced CFO, operational management, business advisory, and other high-impact services.

The Role

The Chief Financial Officer (CFO) will lead the Corporate Finance function, overseeing a team of 7–8 professionals in Accounting, FP&A, and Billing. This executive will be responsible for driving operational efficiency, financial control, and performance across all business units and enabling functions. The CFO will play a central role in shaping financial strategy and providing leadership through data-driven decision making and strong cross-functional collaboration.

As a senior leadership team member, the CFO will partner closely with the Founder/CEO, acting as a key advisor on financial structure and tax planning. The ideal candidate will bring experience in similar business and revenue models and will confidently represent the firm in both internal and client-facing settings.

Key Responsibilities

• Lead financial management and planning across all business units and departments including IT, HR, Legal, and Marketing
• Oversee short- and long-term planning, budgeting, and forecasting processes
• Establish and report against critical metrics to drive transparency and accountability
• Lead ERP implementation and optimize financial systems and controls
• Partner with external tax advisors on entity taxation, accruals, and reconciliations
• Provide financial oversight for benefit and compensation programs in partnership with HR
• Support business development efforts, articulating our Clients value proposition in client engagements
• Manage treasury functions, liquidity, and banking relationships
• Evaluate cost structures, procurement practices, and opportunities for operational efficiency
• Oversee monthly close, audit process, and external reporting
• Build, assess, and develop a high-performing finance team
• Participate in M&A activities supporting business growth

What You’ll Bring

• 20+ years of experience, with at least 10 years in a senior finance role
• Current or prior experience in a professional services firm
• CFO experience in a PE-backed or founder-led environment
• Prior experience in a Big 4 or large public accounting firm
• Experience leading ERP implementations and financial transformations
• Strong understanding of PTET and partnership taxation
• Proven track record of strategic planning, business partnering, and team leadership

Preferred Qualifications

• Experience in firms delivering B2B, fee-based services (e.g. fund administration; outsourced accounting, HR, or IT services)
• High emotional intelligence and service-oriented mindset
• Ability to build teams, lead through change, and manage complexity
• Resilient, organized, and comfortable with detail and execution
• M&A experience in a growth setting