Senior
Louisville Office - Louisville, KY
The Outsourced CFO will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically, this will include managing multiple high-level client engagements across multiple divisions within the firm while aiding in developing the technical expertise of the entire team.
- Planning: Formulation of the strategic direction of the business and the tactical plans, budgeting systems, and performance metrics (KPI's). Includes the financial analysis of potential acquisitions, as well as due diligence.
- Financial Information: Design meaningful financial reports and present reports to various internal and external parties.
- Risk Management: Understand the current and potential risks to the business and develop plans to mitigate these risks; this includes internal and external risks.
- Financing: Monitor cash needs, investment options, and term financing
- Exit Strategies: Work with ownership in privately held companies to manage the transition of the owners from the company.
- External Relationships: Develops relationships with external professional advisors such as bankers, attorneys, insurance professionals, CPAs, etc.
Education/Experience:
- Bachelor's degree in accounting required
- 10+ years' work experience, preferably some experience in both public accounting and industry
- CPA preferred
Key Competencies:
- Demonstrated technical abilities in select areas (accounting, regulatory, compliance, etc.)
- Good analytical, interpersonal, time management, research, and communications skills
- Must be able to effectively work with new and changing situations, including changing professional standards where there may not always be a readily apparent solution
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
#LI-CH1
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
https://ceritypartners.com/award-disclosures
Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
