A boutique bank that offers investment banking, corporate banking, sales and trading, private banking, asset management and brokerage services seeks a Chief Financial Officer.
The CFO will be responsible for the financial, administrative, and risk management operations of the company. He/she will be involved with the development of a financial and operational strategy, metrics that tie to that strategy, and the ongoing development and monitoring of controls designed to preserve company’s assets and report accurate financial results.
The CFO will assist in the formulation of the company’s future direction and support initiatives, monitor and direct the implementation of strategic business plans, develop financial and tax strategies, manage the capital request and budgeting processes, and develop performance measures that support the company’s strategic direction.
She/he will participate in key decisions as a member of the executive management team, maintain in-depth relations with management and regulators, manage the tax and related areas, and implement best practices.
The CFO should possess a CPA and it is preferred for the applicant to hold the Series 24 and 27 license.
Please email resumes to Jack Kelly – JKelly@ComplianceSearch.com