Cardinal Wealth Management, LLC Looking for Chief Financial Officer at Naples, FL Full Time

Job Title: Chief Financial Officer (CFO) – For Cardinal Wealth Management

Job Summary:
We are seeking an experienced and dynamic Chief Financial Officer to join our financial firm. The CFO will be responsible for overseeing all financial activities, implementing strategic financial planning, and ensuring compliance with regulatory requirements. The ideal candidate will possess strong leadership skills, a proven track record in financial management, and a strategic mindset.

Responsibilities:
1. Develop and implement financial strategies, policies, and procedures to drive the financial growth and success of the firm.
2. Oversee all aspects of financial planning, budgeting, forecasting, and reporting.
3. Monitor and analyze financial performance, identifying areas for improvement and implementing necessary changes.
4. Provide strategic recommendations to the executive team based on financial analysis and market trends.
5. Manage cash flow and liquidity, ensuring adequate working capital and financial stability.
6. Ensure compliance with all financial regulations, laws, and best practices.
7. Collaborate with other departments to support their financial needs and provide financial insights.
8. Lead and mentor the finance team, fostering a culture of excellence, accountability, and continuous improvement.
9. Build strong relationships with external stakeholders, including investors, auditors, and regulatory bodies.
10. Stay updated on industry trends, emerging technologies, and regulatory changes that may impact the financial landscape.

Requirements:
1. Bachelor’s degree in Finance, Accounting, or a related field. A Master’s degree or CPA qualification is highly desirable.
2. Proven experience as a CFO or in a similar financial leadership role within the financial industry.
3. In-depth knowledge of financial planning, analysis, and reporting.
4. Strong understanding of financial regulations, compliance, and risk management.
5. Excellent leadership and decision-making skills.
6. Exceptional analytical and problem-solving abilities.
7. Excellent communication and interpersonal skills.
8. Ability to thrive in a fast-paced, dynamic environment.
9. Strong business acumen and strategic thinking.
10. Proficient in financial software and systems.

Join our team and help drive our financial firm to new heights of success! To apply, please submit your resume and cover letter to [email protected]