interim cfo in san rafael

posted
contact
nick wilkins, tatum executive services
job type
contract
salary
US$ 110.00 - US$ 125.00 per hour
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job details

posted
location
san rafael, california
job category
Finance & Economics
job type
contract
working hours
9 to 5
salary
US$ 110.00 - US$ 125.00 per hour
experience
8 Years
reference number
492842
contact
nick wilkins, tatum executive services
phone
312-499-4365

job description

job summary:

Tatum's client, a private equity backed financial services company, is in search of a hands-on Interim Chief Financial Officer (CFO) to join the team for a 6 month engagement, with possible extension to full time. This is a fantastic opportunity to join a fast-paced, quickly evolving company to be an instrumental member of the team in promoting company growth and vision in a booming industry!

 
location: San Rafael, California
job type: Contract
salary: $110 - 125 per hour
work hours: 9 to 5
education: Bachelor's degree
experience: 8 Years
 
responsibilities:

The day-to-day responsibilities of the interim CFO would include: financial modeling, cash management, maintaining and cultivating banking relationships, direct contact with the PE firm, and provide all financial and accounting leadership through M&A transactions.

This position is 100% remote. The client is based in California, however, fellow management is located across the US, including East Coast. Location is not a deal breaker.

 
qualifications:

Required Criteria:

  • Progressive accounting and financial career at the CFO level
  • Bachelor's of Accounting/Finance and/or similar field required; MBA or CPA preferred
  • Prior experience in Wealth Management, Asset Management, and/or Broker Dealer/Registered Investment Advisor organizations
  • Strong knowledge and hands on experience with financial modeling and cash management - building process and policies and implementing
  • Previous experience working for Private Equity firm in a leadership role at the portfolio company level
  • Proficiency in Excel and Quickbooks

Preferred Criteria:

  • $1-10B AUM organization experience
  • Ability and willingness to travel up to once a month for meetings eventually when travel restrictions have lifted and offices are re-opened

We are interested in speaking with you about this opportunity. To be considered, please reach out to Nick Wilkins (nick.wilkins@tatum-us.com) at Tatum.

 
skills: Asset Management, Private Equity, Investment Management

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

skills

Asset Management, Private Equity, Investment Management

qualification

Required Criteria:

  • Progressive accounting and financial career at the CFO level 

  • Bachelor’s of Accounting/Finance and/or similar field required; MBA or CPA preferred

  • Prior experience in Wealth Management, Asset Management, and/or Broker Dealer/Registered Investment Advisor organizations

  • Strong knowledge and hands on experience with financial modeling and cash management - building process and policies and implementing 

  • Previous experience working for Private Equity firm in a leadership role at the portfolio company level

  • Proficiency in Excel and Quickbooks

Preferred Criteria:

  • $1-10B AUM organization experience

  • Ability and willingness to travel up to once a month for meetings eventually when travel restrictions have lifted and offices are re-opened 

We are interested in speaking with you about this opportunity. To be considered, please reach out to Nick Wilkins (nick.wilkins@tatum-us.com) at Tatum.

responsibilities

The day-to-day responsibilities of the interim CFO would include: financial modeling, cash management, maintaining and cultivating banking relationships, direct contact with the PE firm, and provide all financial and accounting leadership through M&A transactions. 

This position is 100% remote. The client is based in California, however, fellow management is located across the US, including East Coast. Location is not a deal breaker. 

educational requirements

Bachelor's degree