Tuesday, July 21, 2015

Chief Financial Officer - Oakland, CA

Chief Financial Officer - Oakland, CA
 
Title: Chief Financial Officer (1015-3)
Location: Oakland, CA (BART Accessible)
Compensation:  Generous Base Salary
Summary:
The CFO is responsible for ensuring effective financial and budgetary controls and fiscal responsibility and accountability throughout the organization. This individual maintains a strategic perspective of the business and serves as a key resource for the management team and to facilitate company growth.
Responsibilities:
  • Prepare and analyze monthly, quarterly and annual financial statements/FOCUS reports
  • Prepare budgets by establishing schedules, collecting, analyzing and consolidating financial data, recommending plans
  • Bank reconciliations and relations
  • Comply with federal, state and local legal requirements, existing and new legislation while enforcing adherence to requirements
  • Forecasts company business activity and financial position in the areas of revenue, expenses, and earnings based on past, present, and expected operations
  • Annual audit preparation
  • Record-keeping for all corporate contracts and documents
  • Bank reconciliations and relations
  • Creates ad hoc financial reports by collecting, analyzing, and summarizing information and trends
Requirements:
  • A Series 27 would be a plus
  • Experience in maintaining the General Ledger; Accounts Payable and Accounts Receivable functions; and managing the Compensation process
  • The ability to self-start projects and follow through until completion
  • Bachelor's degree in accounting/finance
  • Superior time management skills and a willingness to respond quickly to ad-hoc requests
  • Knowledge of wealth management, equity markets and past experience in subject matter preferred
  • Strong computer skills, including expert proficiency in Excel and other MS Office applications
  • Minimum 4 years experience in a similar accounting role is required
  • QuickBooks experience is a plus
  • A CPA would be a plus
If interested, email  your resume as an MS Word attachment to:
Nicole Sarillo
BCI - Financial Services Recruiting

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