Job Title: Chief Financial Officer (CFO)
Company: YTS Wealth Management
Location: Export, PA/Arlington, VA
Job Type: Full-Time
About Us:
YTS Wealth Management is a different kind of wealth management firm. We put the personalized relationship back into Wealth Management. Our firm was founded in 2019, with the goal of helping people of all walks of life accomplish all of their financial goals. Instead of looking for reasons to disqualify a new client, we look for reasons to help clients. We have created a financial platform, where clients can solve their financial planning, investment, insurance, and tax problems in one place. Today, we proudly serve over 4,000 families, across 10 cities, with $1B in assets, in our care. And we do this as an independent, national fiduciary - which means we are committed to always working in the clients' best interest. When you join our team, you will find that it is different from what you typically see in our industry. Our mission is to bring the best talent together, from all across the nation, to carry the torch forward for our clients for generations to come. We are looking for an experienced and strategic Chief Financial Officer (CFO) to join our dynamic team. As a key member of the executive team, the CFO will play a critical role in shaping the financial future of our organization.
Job Summary:
The Chief Financial Officer (CFO) will be responsible for overseeing all financial aspects of the company, driving the company’s financial strategy and planning, and managing the financial actions of the company. The ideal candidate will be well-versed in all aspects of financial management ranging from simple accounting to broad investment and banking operations.
Key Responsibilities:
· Develop and implement financial strategies, plans, and policies to ensure the financial health of the company.
· Manage the processes for financial forecasting, budgets, and consolidation and reporting to the company.
· Provide strategic recommendations to the CEO and members of the executive management team.
· Manage the financial reporting, accounting, billing, collections, payroll, and budget preparation.
· Oversee the company’s fiscal activity, including budgeting, reporting, and auditing.
· Ensure compliance with all financial regulations and standards.
· Develop and enhance relationships with external partners and stakeholders, including auditors, banks, and investors.
· Identify and address financial risks and opportunities for the company.
· Supervise and mentor finance department staff.
· Drive the company’s financial planning and maintain a comprehensive set of controls and budgets designed to mitigate risk.
· Monitor operational performance and implement corrective actions when necessary.
· Analyze financial results and provide insightful recommendations for future performance.
· Lead financial due diligence and integration for mergers and acquisitions.
Qualifications:
· Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).
· 5+ years minimum of proven experience as CFO, finance officer, or relevant role in the financial services industry.
· In-depth knowledge of corporate financial law and risk management practices.
· Strong understanding of GAAP and IFRS.
· Excellent knowledge of data analysis and forecasting methods.
· Strong leadership and organizational skills.
· Outstanding communication and interpersonal abilities.
· High level of integrity and dependability with a strong sense of urgency and results-orientation.
Benefits:
· 401(k)
· 401(k) matching
· Dental insurance
· Health insurance
· Life insurance
· Paid time off
· Vision insurance
Schedule:
· Monday to Friday
· On call
· Overtime
Work Location: In person
Job Type: Full-time
Pay: $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Work setting:
License/Certification:
Ability to Commute:
- Export, PA 15632 (Preferred)
Ability to Relocate:
- Export, PA 15632: Relocate before starting work (Required)
Work Location: In person