Chief Financial Officer

Job Description

Job Description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Chief Financial Officer to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Finance professional with hustle and several years of experience working in a leadership role in finance. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to financials and strategy.

The Chief Financial Officer (CFO) is responsible for overseeing the financial health of the company, ensuring strong financial management, and supporting strategic decision-making. The CFO will lead and grow the department, manage budgeting, financial planning, accounting, reporting, and compliance. This role also oversees accounts payable, employee reimbursements, and facilities management to ensure operational efficiency.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Chief Finance Officer:

Financial Strategy & Planning:

• Develop and implement financial strategies to support business growth and profitability.
• Lead budgeting and forecasting processes, ensuring alignment with business goals.
• Analyze financial data and trends to provide insights and recommendations to the executive team.

Accounting & Reporting:

• Oversee financial reporting, ensuring accuracy, compliance, and timely submission.
• Ensure adherence to regulatory and tax requirements, including GAAP and other applicable financial standards.
• Manage financial audits and maintain strong internal controls.

Accounts Payable & Employee Reimbursements:

• Oversee accounts payable processes, ensuring timely and accurate payments to vendors.
• Implement and manage policies for employee reimbursements and expense reporting.
• Ensure compliance with company policies and industry regulations related to payments and reimbursements.

Facilities & Operations Management:

• Oversee facilities management, ensuring optimal office space utilization and maintenance.
• Manage vendor relationships and negotiate contracts for office operations.
• Monitor facility-related expenses and implement cost-saving measures.

Leadership & Team Management:

• Lead and mentor the finance and accounting team, fostering a culture of accountability and excellence.
• Collaborate with other senior executives to align financial goals with company objectives.
• Communicate financial performance and risks effectively to the CEO and Board of Directors.

What You Bring as Chief Financial Officer:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (MBA or CPA preferred).
• 10+ years of progressive financial leadership experience, preferably within the finance industry.
• Strong knowledge of financial planning, accounting principles, and risk management.
• Experience with financial reporting, budgeting, and internal controls.
• Proven ability to lead teams and work cross-functionally with leadership.
• Excellent analytical, strategic thinking, and decision-making skills.
• Strong communication skills and ability to present financial insights to stakeholders.

Job Type : Full-time, salaried non-exempt

Location : This is a hybrid position based out of one of our offices.

Salary : $300,000 - $400,000 annually plus equity compensation

We offer competitive compensation packages that include base salary, regional revenue shares, performance-based incentives, and a transparent pathway to equity ownership. We are deeply committed to professional growth and long-term alignment with our team members. Qualified individuals have the opportunity to become Partners through a clearly defined and merit-based process, allowing for equity participation in the firm’s success and strategic direction. Benefits include medical, dental, and vision coverage, 401(k) with Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), sabbaticals, wellness benefits, and ongoing educational reimbursements. Our holistic approach supports your financial security, personal well-being, and long-term career growth within the firm.