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Chief Financial Officer (CFO) At AdviceOne LLC

Location: Glastonbury, Connecticut

Job Description

About AdviceOne:

AdviceOne LLC is a multi-million dollar wealth management firm offering financial planning and asset management for clients nationwide. We are a predominantly female-led organization of 37 employees. This is a fast-paced, team-managed business that thrives on constant change and unique opportunities. Apply today to become our CFO and help us grow our community of strong, empowered team members.

Ideal Candidate:

We are seeking an experienced strategic leader to direct our Accounting/Finance and Administrative departments. Our ideal candidate is someone who has always been the strongest team member at their companies. Whether you're currently an executive, middle-manager, or team leader, we have a challenge for you. Apply today if you possess the following:

* Bachelor's Degree in Business, Business Administration, Accounting or a related field

* At least 5 years of previous management experience overseeing a team of 5 or more people

* In-depth understanding of standard accounting and finance practices

* Outstanding communication skills to effectively convey performance expectations, issues and process improvements

* Creative problem solving and decision making skills

* Create new practices to develop processes; update existing processes, and enable team to implement improvement

* Exceed goals on a consistent basis by using strong interpersonal communication

* Ability to effectively prioritize and delegate responsibilities

Responsibilities:

This role requires a combination of general accounting and finance knowledge as well as leadership capabilities. The CFO will oversee our company's Accounting/Finance and Administrative departments. Responsibilities include:

* Managing all office finances including budgeting and accounting

* Overseeing all human resources activities including employee relations, compensation, employee benefits and related activities

* Supervising property management activities including building maintenance, space utilization for our current 5 office locations across 4 states and leasing of future office units

* Ensuring firm's adherence to industry compliance requirements

* Training, developing and evaluating team members effectively

* Attend weekly Leadership Team meetings

* Attend quarterly off-site Leadership Team meetings to develop quarterly and annual goals and objectives

What else does AdviceOne have to offer?

* Competitive salary

* 401(k) plan with employer contribution

* Medical/dental/vision insurance

* Life insurance

* Healthy work/life balance

See what else AdviceOne has to offer at CareersAtAdviceOne.com.

NO PHONE CALLS PLEASE!

Job Type: Full-time

Education:

Work Location:

Benefits: