Chief Financial Officer (CFO)
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Overview
Job Description
- A strategic finance leader with strong business judgment and operational credibility
- Comfortable operating at the executive level while staying closely connected to the details
- A trusted partner to the CEO who brings insight, perspective, and sound decision-making
- A collaborative leader who builds strong teams and promotes accountability
- Adaptable, thoughtful, and motivated by continuous improvement
- Lead long-term financial planning, budgeting, and forecasting aligned with firm strategy
- Deliver clear, actionable financial insights to support leadership decision-making
- Manage capital planning, liquidity, and financial risk
- Oversee all accounting functions, including GAAP financial reporting, payroll, tax compliance, and internal controls
- Manage and develop the accounting team and coordinate with external accounting and tax advisors
- Oversee bonus, commission, 401(k), and profit-sharing plans
- Provide financial oversight for Grandview Partners, including capital calls, distributions, limited partner reporting, and fund compliance
- Oversee IT infrastructure and cybersecurity strategy, ensuring secure, scalable systems
- Maintain strong internal cost controls, metrics, and reporting processes
- Oversee HR operations, compensation structures, and benefits administration in partnership with leadership
- Lead job costing and profitability analysis by client, team, and engagement
- Review and approve client engagement letters with a focus on fee structure, billing terms, and risk management
- Serve as a key advisor to the CEO on strategic initiatives, new business lines, and affiliated entities
- Support internal M&A activity, including financial diligence and structuring
- Model a team-first leadership style consistent with Copper Run’s culture
- Bachelor’s degree in Accounting, Finance, or a related field (CPA and/or MBA strongly preferred)
- 10+ years of progressive finance experience, including senior leadership roles (CFO, VP Finance, or Controller)
- Experience in investment banking, private equity, or professional services strongly preferred
- Deep expertise in budgeting, forecasting, cash flow management, financial controls, and job costing
- Proven ability to partner with executive leadership and manage external stakeholders
- Strong communication, leadership, and decision-making skills
- High personal integrity and sound judgment
- Competitive compensation package, commensurate with experience
- Comprehensive benefits, including medical, dental, vision, 401(k), disability, and life insurance
- Flexible Time Off (FTO)
- Daily lunch provided
- Collaborative, casual-but-professional work environment
- A senior leadership role with the opportunity to shape the firm’s continued success
EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
