Chief Financial Officer

About the role

The Chief Financial Officer will oversee the firm's financial strategy, planning, reporting, and performance in a part-time capacity. The role will work closely with senior leadership to support strategic decision-making, assess business initiatives, optimize capital allocation, and manage financial risk.

Responsibilities

• Lead budgeting and forecasting processes.
• Develop financial models, scenario analyses, and long-term financial plans.
• Support strategic decision-making through financial analysis.
• Audit, tax & risk management
• Coordinate with external auditors and tax advisors.
• Support financial risk management initiatives.
• Maintain effective financial controls and reporting processes.
• Ensure compliance with applicable regulations and industry standards.
• Identify opportunities to strengthen financial processes and controls.
• Mentor finance team members.
• Refine financial processes and systems to support continued growth.
• Collaborate with senior leadership and other stakeholders across the organization.

Qualifications

• Strong finance and analytical skills, with the ability to interpret complex data and provide strategic recommendations.
• Expertise in financial planning and budgeting, including forecasting, scenario analysis, and long-term financial modeling.
• Strong understanding of financial statements and accounting principles.
• Hands-on experience with financial reporting, including regulatory, management, and investor-facing reporting.
• Proven leadership experience in a senior finance role, preferably as a CFO or equivalent within financial services or a related industry.
• Advanced proficiency with financial systems, spreadsheets, and analytics tools.
• Strong communication and collaboration skills.
• Ability to work effectively in a remote, part-time environment across multiple stakeholders.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• PREFERRED: Master's degree in a relevant field, CPA certification, CFA designation, familiarity with trading or investment platforms.