Chief Financial Officer

The Opportunity

This is a rare opportunity for a finance leader who wants to step into a true enterprise-level CFO role at a company that is actively scaling, building institutional credibility, and has a strong succession plan in place from an existing, tenured CFO who will support the transition.

Key Responsibilities

• Lead and oversee all accounting, finance, and reporting functions across the parent entity and its portfolio companies
• Serve as the primary financial liaison to institutional partners, equity groups, and ownership in strategic meetings and presentations
• Drive enterprise financial strategy including forecasting, capital planning, and performance analysis across a multi-entity structure
• Own the acquisition accounting process, including due diligence support, entity integration, and post-close financial management
• Manage and develop a team of approximately 10 accounting and finance professionals
• Build out scalable financial infrastructure and reporting systems as the business grows
• Partner closely with the President and senior leadership on operational and strategic finance initiatives

Qualifications

• CPA required; MBA or additional credentials a plus
• 10+ years of progressive finance and accounting experience, with direct CFO or senior finance leadership experience preferred
• Background in financial services strongly preferred; RIA, insurance, or wealth management industry experience is a significant advantage
• Prior experience with acquisitions, multi-entity structures, and institutional stakeholder management
• Proven ability to lead a finance team and operate as a strategic partner to executive leadership
• Strong communication and executive presence — this person will represent the firm at the highest levels
• Experience with private equity-backed or institutionally-oriented businesses is a plus
• Local to or willing to relocate to the Minneapolis-St. Paul metro; this is a full-time, in-office role