Chief Financial Officer - Orange County, CA

Only for registered members Orange County, CA, United States

3 weeks ago

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Job summary

This is a
career-defining CFO opportunity
. We're partnering with a highly respected, multi-office wealth management organization seeking a Chief Financial Officer to join its executive leadership team.

Responsibilities

  • Act as a key member of the executive team, advising leadership and the Board on financial performance, strategy, and risk

  • Prepare and present financial reporting, forecasts, and insights to Boards and Audit Committees

  • Partner with senior leaders on long-term planning, capital allocation, and organizational priorities/li>
  • Closely manage all accounting functions across the enterprise.

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