Chief Financial Officer | Indianapolis, Indiana

Reference Number: HRJ6540
Location: Indianapolis, Indiana

Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Chief Financial Officer. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior leadership team, this individual will be integral in the overall financial management of the firm.

The ideal candidate has CFO experience at a sizable firm serving similar clients. RIA channel experience is highly preferred. Candidates should have experience developing and implementing a financial operating strategy that includes, but not limited to, accounting, finance, client billing, budgeting, forecasting, client profitability, and cash management.

Responsibilities:

  • Leads the Finance Division and participates in various senior level committees
  • Responsible for timely and accurate financial reporting and forecast earnings
  • Measures profitability and enhances performance by recommending and implementing changes
  • Prepares annual budget and develops strategies for revenue growth
  • Participates in various committees/groups

Requirements:

  • 10+ years in a senior financial management position with demonstrated leadership skills
  • Bachelor’s degree required; Advanced degree highly preferred
  • CPA required
  • RIA channel experience is highly preferred
  • Strong knowledge of GAAP, internal controls policies and procedures
  • Exceptional written and verbal communication skills and presentation abilities

Compensation: Attractive compensation package with base salary and bonus.

Location: Indianapolis, Indiana

Reference Number: HRJ6540

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