Director - CFO Advisory Investment Companies at Roots Staffing
Job Description
A boutique consulting professional services firm is in need of a fractional CFO for a high profile client. Qualified Candidate will spend approximately 80-90% of their schedule working on one large client. The other 10-20% will be other client service and strategic firm ops including leading and running occasional trainings for other staff members and assisting partners with strategic initiatives. Client is a highly successful hedge fund/endowment fund Manager. Investment strategies include both investments in public securities and private equity. Multiple funds and financial management of two family offices are in scope for this role. This is a great role where the right person will get to serve in a CFO capacity but have the support, expertise and knowledge of a full professional services firm. Ideal for someone already serving in a CFO capacity, someone leaving public accounting or someone ready for their first CFO role where they can learn from others on the team serving in the same/similar roles.
- $150-175k depending on experience
- Full benefits
- 10% bonus target
- 401k match
- Discretionary PTO
- Relocation assistance up to $5,000
- Total of 8 years minimum experience with at least 4 yrs in public accounting.
- Experience with alternative investment funds and/or family offices
- Investment company accounting experience
- Experience with Registered Investment Advisors
- High attention to detail with minimal errors and mistakes in work product
- High level of responsiveness
- Moderate to strong excel skills needed
- Strong organizational skills
- QuickBooks online experience
- Registered Investment Advisor compliance understanding
- Excellent communication skills
- Hybrid in Tampa- in office on Mondays, Wednesdays and Thursdays. Could be flexible/remote for the right person though this is not preferred.
PM20
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Typical senior pay: $131k for Producers and Directors nationally
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