Chief Financial Officer 

We're seeking an experienced CFO who is eager to join our innovative venture firm and help take our finance team to the next level. You will serve as a member of our 6-person executive team and have responsibility for the strategic financial direction of our Company. Additionally, you will work directly with our CIO and Compliance team to help ensure the successful execution of our unique volume of venture deals.

You'll be joining a fast-paced, professional, and entrepreneurial environment with a strong team of financial professionals behind you.  Additionally, you'll have the opportunity to work with a strong executive team and a diverse collection of investment professionals to help grow our Company.

If you are an entrepreneurial finance executive and interested in joining a high-growth company, we’d love to talk with you.


Basic Qualifications

  • Bachelor’s degree required
  • Advanced degree in business, accounting, or finance or a CPA
  • Outstanding knowledge of tax regulations, legal, and compliance
  • 15+ years of accounting or finance experience
  • Meaningful experience in venture capital and entrepreneurial finance


Position Requirements

  • Highly organized with an ability to manage and execute different responsibilities simultaneously
  • Exceptional management skills with an uncanny ability to manage up, down and across with high-level stakeholders
  • Strong written and verbal communication skills (including presentation skills)
  • Excellent analytical, reasoning and problem-solving skills
  • Heavy involvement with board and investor communications
  • Experience serving in a comparable position in a venture-backed, rapidly growing startup, or financial services company
  • A demonstrated ability to scope, plan and administer projects of high complexity
  • Experience in establishing business intelligence/reporting systems, as well as capability in forecasting and modeling
  • Organized and detail-oriented, with the ability to prevent and catch errors
  • Skilled at juggling and multi-tasking across one-offs and larger, long-term projects
  • Significant experience working with external auditors, internal controls and compliance related issues
  • Direct experience operating in a high-growth financial services company
  • Willingness to learn new systems, equipment, and be able to adapt/pivot quickly
  • High-level EQ and IQ
  • Willingness to learn and take on new responsibilities
  • Able to manage at the highest level, but with a passion for executing
  • Exceptional attention to detail
  • High energy, self-starter



  • Lead both the finance and investor relations teams, while reporting directly to the CEO
  • Work directly with the CEO, Executive Team, and Board of Directors to help drive the long-term financial strength of the company
  • Interact with and bring the department into line with Board of Directors’ plans, initiatives, and recommendations
  • Assess and evaluate the financial performance of the organization with regard to long-term operational goals, budgets, and forecasts
  • Provide insight and recommendations to both short-term and long-term growth plan of organization
  • Communicate, engage and interact with the Board of Directors, CEO and Executive Leadership Team
  • Create and establish yearly financial objectives that align with the company’s plan for growth and expansion
  • Recruit, interview and hire finance, accounting, and payroll staff as required
  • Implement policies, procedures, and processes as deemed appropriate by the senior leadership team
  • Review and analyze monthly financial results and provide recommendations
  • Develop and maintain monthly operating budget and annual company operating budget
  • Prepare and present monthly financial budgeting reports including monthly profit and loss by division, forecast vs. budget by division and weekly cash flow by division
  • Oversee the preparation and communication of weekly, monthly and annual financial statements
  • Serve as a key point of contact for external auditors; Manage preparation and support of all external audits
  • Manage cash flow planning process and ensure funds availability
  • Explore new investment opportunities and provide recommendations on potential returns and risks
  • Maintain outstanding banking relationships and strategic alliances with vendors and business partners
  • Utilize forward-looking models and activity-based analyses to provide financial insight into the organization’s plans and operating budgets
  • Oversee weekly cash management and AP Department, approve large payables, sign checks, authorize large wires and ACHs
  • Supervise Accounts Receivable management and provide guidance relating to the collection process
  • Remain current on audit best practices as well as state, federal and local laws regarding company operations
  • Represent company to banks, financial partners, institutions, investors, public auditors, and officials
  • Manage all financial aspects of the Company, as well as the fund accounting associated with our growing portfolio of venture funds
  • Oversee the preparation and timely filing of all local, state and federal tax returns
  • Present financials and analysis directly to our Company, its stakeholder, external parties, and our Board of Directors
  • Have a strong ability to learn new areas of the business while immersing yourself in the appropriate areas to build relationships and drive Company success
  • Oversee the audit process, as well as manage and execute with exceptional precision all tax matters as it relates to both our internal stakeholders and LPs
  • Maintain the Company cap table while executing on all distributions, stock buybacks, investor inquiries, valuations, M&A, and strategic investments and relationships
  • Managing all corporate and fund based liabilities, as well as all financial obligations
  • Help in the development of what will be a complex financial management process that will need to scale to accommodate our growth and complex products

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