
The Chief Financial Officer serves as a strategic partner to the CEO and Executive Leadership Team, overseeing financial operations across a diversified platform including advisory services, fund management, and real estate. Key responsibilities include leading enterprise-wide financial strategy, managing multi-entity consolidations and capital allocation, and driving profitability through advanced forecasting and investor reporting. The role appeals to experienced leaders seeking to build scalable financial infrastructure while mentoring a high-performing finance and technology team. The position offers a collaborative culture focused on professional growth, supported by comprehensive benefits and a profit-sharing program.









