Job Description

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
• 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

Interviews are actively underway with the goal of having the selected candidate onboarded by July 1. Qualified candidates are encouraged to apply immediately or submit a resume directly to ***email_hidden***.

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