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We are a small and highly successful investment company in West LA. We are looking for a successful CFO to join the team!
CFO:
- Salary is $225-$300K plus bonus – open to higher for the right candidate.
Keys:
- Strong analytical skills including IRR, NPV, and ROI modeling as well as experience interpreting financial data of all kinds.
- Family office or investment experience a plus
- Real Estate experience a plus
- Accounting as well as FP&A experience required
- Requires SMALL company experience at some point in your career.
- Must be local or willing to move locally
- Looking for someone with very stable work history
- This position has extensive strategic CFO responsibilities, but the chosen person must be willing to be hands-on as well.
- Supervise 3-4 strong accounting professionals
The client is looking for candidates to fit into 3 buckets (in order of importance)
- Accounting – cash management, risk, financial statements, budgets, etc.
- Finance – investment analysis, complicated Excel modeling, what if scenarios, IRR, NPV, comparative analysis, performance analysis
- Treasury – cash analysis, allocation of funds, fund projections
Experience that is only a plus and not required:
- Experience in underwriting of new investments
- Experience in real estate acquisition and development
Job Description:
Reporting to the CEO, the CFO will serve as an integral member of the Executive Management Team. Being a small company, the person will need to be hands on and handle multiple tasks with different priorities and deadlines. As a VP, Controller of a small Company, you must wear many different hats – basically you are 10% accountant,15% Accounting Manager, 25% Controller & 50% CFO.
Responsibilities includes, but are not limited to:
MANAGING ACCOUNTING AND FINANCE DEPARTMENT
● Manage Accounting staff.
● Direct and manage all accounting and finance work internally & externally.
● Hire, terminate, discipline, promote, complete performance reviews, outsource, etc.
● Ensure all financial statement and accounting information is accurate and done in a timely manner by randomly checking the information & tasks.
● Ensure compliance with laws and regulating agencies.
● Develop and implement policy and procedures including internal controls for checks and balances.
● After analysis of financial statements as well as other accounting and financial reports, take actions and make suggestions to update CEO about important information.
● Conduct day-to-day responsibility of planning, implementing, managing, and controlling all financial related activities of the company.
● Oversee and execute all financing & refinancing activities of the company.
● Proactively improve functions and/or identify opportunities to improve the bottom line.
MONITOR AND EVALUATE CURRENT INVESTMENT PERFORMANCE
● Review financial performance reports for currents investments. Make recommendations where performance targets are not met or could be improved and communicate risks.
● Review and determine whether adequate insurance is in place to cover all reasonable risks.
● Oversee and execute refinance activities.
● Manage and evaluate stock portfolios, money managers, private equity and private placements. ● Maximize return on financial assets of all asset classes.
INVESTMENT ANALYSIS, EVALUATING AND UNDERWRITING NEW INVESTMENTS
● Assist CEO in finding new investments.
● Review, implement and/or develop the organization’s strategic goals for growth.
● Evaluate, underwrite, prepare proformas and conduct in depth due diligence for purchase of new investments.
● Follow through on all aspects of acquisition and procure financing
