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Job description
Chief Financial Officer (CFO)
Compensation: 210k - 270k + Bonus | Chicago, IL
About the Company
We're conducting a confidential search on behalf of a growing financial services organization operating within a highly regulated, fast-moving environment. The company is entering its next phase of growth and is seeking a strategic financial executive who enjoys building, improving, and leading.
This is an organization where finance is expected to influence every major business decision. Leadership values executives who understand both the strategic direction of the company and the operational details that drive performance every day.
About the Role
As the Chief Financial Officer, you'll serve as a key member of the executive leadership team and the primary financial advisor to the CEO.
This is a highly engaged leadership position requiring someone who is equally comfortable discussing long‑term strategy with the Board as they are diving into financial models, forecasting, operational challenges, and process improvements.
You'll oversee the company's financial strategy, planning, accounting, liquidity management, budgeting, forecasting, regulatory financial oversight, profitability initiatives, and financial controls while partnering closely with leaders across operations, compliance, technology, sales, and executive leadership.
Responsibilities
Executive Financial Leadership
Partner directly with the CEO and executive leadership team on strategic planning and business growth
Develop and execute the company's long‑term financial strategy
Evaluate investments, pricing strategies, profitability, capital allocation, and business expansion opportunities
Provide financial insights that influence executive decision‑making
Help leadership understand operational performance through meaningful financial analysis
This organization is looking for a finance leader who understands that numbers should drive better business decisions—not simply explain past performance.
Financial Planning & Performance
Lead budgeting, forecasting, long‑range planning, and financial modeling
Oversee liquidity planning, cash flow forecasting, and capital management
Develop executive dashboards and KPI frameworks that improve organizational visibility
Analyze financial performance and recommend practical actions to improve profitability
Support enterprise risk management and internal control initiatives
Strong analytical thinking and commercial business acumen are critical to success in this role.
Operational Finance Leadership
Take an active role in the day‑to‑day financial management of the business
Improve financial processes, reporting, and operational workflows
Partner closely with department leaders to identify opportunities for greater efficiency and profitability
Build scalable financial infrastructure that supports continued growth
Lead with accountability, urgency, and a hands‑on leadership style
This is an executive role for someone who enjoys building—not simply managing.
Financial Governance & Regulatory Oversight
Maintain strong financial controls, governance, and reporting processes
Oversee banking relationships, audit activities, tax coordination, and capital planning
Ensure financial operations remain compliant within a highly regulated environment
Support executive leadership on regulatory reporting and financial risk management
Experience navigating regulated financial environments will be highly valuable.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, Business, or related field required
10+ years of progressive financial leadership experience
7+ years within financial services, capital markets, brokerage, fintech, banking, or similar regulated environments
Strong expertise in budgeting, forecasting, FP&A, financial modeling, and executive reporting
Proven ability to influence executive leadership through financial insights and strategic analysis
Experience building KPI frameworks and performance dashboards
Strong business acumen with the ability to connect financial performance to operational execution
CPA, MBA, CFA, or similar credential preferred
Experience supporting regulated financial organizations is highly preferred
Let's Talk
If you're looking for a CFO opportunity where you'll help shape strategy, improve operations, and directly influence the future of a growing financial services organization, this is worth a conversation.
Confidential inquiries welcome.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.