Chief Financial Officer

• Chief Financial Officer (CFO)

• Location:

• St. Louis

• Compensation:

• $300,000 Base + Bonus

• Job Type:

• Direct Hire

• Reports To:

• Chief Executive Officer (CEO) Kelly is partnering with a rapidly growing mid-size RIA firm, one of St.

Louis's "Top Workplaces", to identify a strategic and operationally focused Chief Financial Officer (CFO) who will enter the organization during a significant phase of growth and transformation, with a long-term objective of pursuing a public offering. In addition to supporting aggressive organic growth, the company anticipates completing approximately five mergers or acquisitions annually.

• Key Responsibilities
• Executive & Strategic Leadership
• + Serve as a strategic financial advisor to the CEO and Executive Leadership Team on growth strategy, profitability, operational performance, enterprise risk management, and long-term value creation + Lead enterprise-wide financial planning and strategy across multiple business lines and affiliated entities + Partner with executive leadership on mergers & acquisitions, investment initiatives, capital deployment, and organizational growth strategies + Support a high-volume M&A environment, including financial due diligence, acquisition modeling, integration planning, and post-acquisition financial optimization + Help lead IPO readiness initiatives, including financial infrastructure development, governance enhancement, reporting standardization, audit preparedness, and public company compliance readiness + Deliver financial insights and analytics that support informed, data-driven executive decision-making •Financial Planning & Analysis•+ Oversee budgeting, forecasting, cash flow planning, and rolling forecast processes across all entities + Develop consolidated and segmented financial reporting to evaluate performance by company, division, and investment strategy + Design and implement KPI dashboards and performance metrics aligned with operational and financial objectives + Analyze business performance trends and identify opportunities for operational efficiency, profitability improvement, and scalability •Financial Operations & Governance•+ Lead all core finance and accounting operations across a multi-entity organizational structure + Ensure accurate intercompany accounting, consolidations, eliminations, and standardized reporting practices + Oversee monthly, quarterly, and annual close processes, ensuring timely and accurate financial reporting + Establish and maintain strong internal controls, financial governance, audit readiness, and scalable financial processes + Oversee tax strategy, external audits, GAAP compliance, and industry-specific regulatory reporting requirements + Partner with external advisors, auditors, legal counsel, and investment stakeholders as part of long-term public company preparation efforts + Leverage NetSuite and related financial systems to enhance reporting capabilities, operational efficiency, scalability, and financial visibility across the enterprise •Capital Management & Investment Operations•+ Manage enterprise liquidity, treasury operations, capital allocation, and banking relationships + Optimize debt structures, credit facilities, and financing strategies to support growth objectives + Partner with investment and fund management teams on capital deployment and return optimization initiatives + Oversee investor reporting, capital account statements, and fund-level financial reporting, including IRR and MOIC analysis + Support fund audits, valuations, compliance initiatives, and investor communications •Real Estate & Asset Performance•+ Provide financial oversight for real estate and operating assets, including NOI performance, occupancy trends, capital expenditures, and ROI analysis + Support acquisition, underwriting, and disposition activities through financial modeling and investment analysis + Ensure alignment between operational execution and financial performance objectives •Leadership & Team Development•+ Lead, mentor, and develop a high-performing finance and accounting organization + Establish scalable processes, systems, and reporting infrastructure to support continued organizational growth + Foster a culture of accountability, collaboration, continuous improvement, and operational excellence •Qualifications•+ Bachelor's degree in Finance, Accounting, or related field required + CPA strongly preferred; MBA or advanced degree is a plus + 12+ years of progressive finance leadership experience, including CFO, VP Finance, or equivalent executive leadership roles + Proven success within complex, multi-entity organizations; experience supporting businesses exceeding $75M in revenue preferred + Prior experience leading or significantly contributing to IPO readiness, public company preparation, or public market transactions strongly preferred + Demonstrated experience supporting mergers and acquisitions, including due diligence, integration, and post-acquisition financial operations + Experience building scalable financial infrastructure, controls, governance processes, and executive reporting capabilities in preparation for accelerated growth or public company environments + Experience with NetSuite or similar ERP + Experience within at least two of the following areas strongly preferred: + Capital markets and/or fund management + Real estate finance and investment operations + Healthcare finance, including physician group environments + Advisory or professional services organizations + Demonstrated success building and leading high-performing finance teams + Strong strategic, analytical, operational, and executive communication skills + Entrepreneurial mindset with the ability to operate effectively in fast-paced, high-growth environments •Compensation & Benefits•+ Competitive executive compensation package including performance-based bonus opportunity + Profit Sharing Bonus Program + 401(k) with employer match up to 4% + Medical insurance, including 100% employer-paid

HDHP HSA

plan for employees + Dental and vision insurance + Paid time off and company holidays + Ongoing professional development and education opportunities + Team events, recognition programs, and employee engagement initiatives

• Apply
• Interviews are actively underway with the goal of having the selected candidate onboarded by July 1.

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