Chief Financial Officer (CFO)
Location: New York City / Hybrid
Department: Finance
About the Firm
We are a rapidly growing, highly specialized transactional risk brokerage and tax credit transfer platform , executing some of the most complex, high-value structured transactions in the industry.
In just two years, our firm has closed over $6 billion in insurance and transaction volume , earning a reputation as a trusted partner to Fortune 500 companies, leading financial institutions, and top project sponsors . Built by an experienced team of senior professionals from across finance, insurance, and legal sectors, the firm is positioned at the center of a rapidly expanding market.
We are seeking a Chief Financial Officer to join our leadership team and build out a best‑in‑class financial infrastructure to support continued growth and the future diversification of the platform.
The Role
The CFO will be responsible for leading all financial functions , including reporting, forecasting, capital planning, treasury, and tax. This is a hands‑on leadership role that will evolve as the firm scales—developing institutional processes, performance metrics, and reporting frameworks.
The ideal candidate is an accomplished financial leader with the judgment, discipline, and strategic capability to operate at a high level in a fast‑moving, high‑stakes environment.
Key Responsibilities
1. Financial Leadership & Reporting
- Own all aspects of financial reporting under both cash and GAAP.
- Oversee monthly P&L, balance sheet, and cash flow statements with precision and timeliness.
- Deliver variance analyses against forecast, budget, and prior periods.
- Build a robust reporting package and KPI framework for internal leadership and external stakeholders.
- Oversee and refine commission, revenue share, and performance‑based compensation reporting.
2. Forecasting, Budgeting & Capital Planning
- Lead annual and rolling forecasts, budget planning, and revenue modeling.
- Support capital allocation decisions and capital structure planning.
- Develop financial models to evaluate new products, partnerships, and strategic initiatives as the platform diversifies.
3. Treasury & Cash Management
- Manage cash flow, liquidity, and banking relationships.
- Implement systems for daily and weekly cash management and forecasting.
- Optimize capital deployment strategies to support growth.
4. Accounting & Tax Compliance
- Oversee accounting functions including AR/AP, invoicing, and internal controls.
- Ensure compliance with federal, state, and local tax obligations.
- Manage relationships with external CPA firms, tax advisors, and auditors.
- Establish processes for accurate, timely close and compliance reporting.
5. Strategic & Cross‑Functional Oversight
- Provide leadership across legal, HR, technology, facilities, and administrative functions.
- Ensure appropriate governance, controls, and scalability of these functions as the firm grows.
- Partner with other senior leaders to support broader business strategy and diversification.
Qualifications
- Bachelor’s degree in Finance, Accounting, or Business (MBA or CPA preferred).
- 5+ years of progressive finance leadership, ideally in investment banking, insurance, structured finance, or a high‑growth financial platform.
- Strong command of GAAP, financial modeling, forecasting, and treasury management.
- Experience building and institutionalizing financial systems and reporting.
- Familiarity with tax compliance and complex revenue structures.
- Excellent communication skills and comfort operating in a fast‑paced, elite environment.
- Strategic thinker with the ability to execute hands‑on during a growth phase.
Why This Role Matters
This is a high‑impact CFO role at a firm operating at the top of a fast‑evolving market. The right candidate will bring financial discipline, strategic vision, and the ability to build the financial foundation of a diversified, world‑class platform .
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