I am with BCI and was curious if you or someone from your network might be interested in this opportunity:
Title: Chief Financial Officer – Broker Dealer (1054-1)
Location: Miami, FL
Compensation: Commensurate with experience
Summary:
The CFO is to ensure effective financial and budgetary controls and fiscal responsibility and accountability throughout the organization. This individual should maintain a strategic perspective of the business and serve as a key resource for the management team and to facilitate the company’s growth.
Responsibilities:
Prepare and analyze monthly, quarterly and annual financial statements/FOCUS reports
Prepare budgets by establishing schedules, collecting, analyzing and consolidating financial data, recommending plans
Bank reconciliations and relations
Comply with federal, state and local legal requirements, existing and new legislation while enforcing adherence to requirements
Forecasts company business activity and financial position in the areas of revenue, expenses, and earnings based on past, present, and expected operations
Annual audit preparation
Record-keeping for all corporate contracts and documents
Creates ad hoc financial reports by collecting, analyzing, and summarizing information and trends
Requirements:
Bachelor's degree in accounting/finance - required
CPA – required
5+ years’ experience in a similar accounting role is required
Series 27 - required
Bilingual English /Spanish - preferred
Experience in maintaining the General Ledger; Accounts Payable and Accounts Receivable functions; and managing the Compensation process
The ability to self-start projects and follow through until completion
Superior time management skills and a willingness to respond quickly to ad-hoc requests
Knowledge of wealth management, equity markets and past experience in subject matter preferred
Strong computer skills, including expert proficiency in Excel and other MS Office applications
Great Plains experience - preferred
If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.
Thank you,
Jillian Eddy
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x113
jillian@brokerageconsultants.
www.brokerageconsultants.com
Title: Chief Financial Officer – Broker Dealer (1054-1)
Location: Miami, FL
Compensation: Commensurate with experience
Summary:
The CFO is to ensure effective financial and budgetary controls and fiscal responsibility and accountability throughout the organization. This individual should maintain a strategic perspective of the business and serve as a key resource for the management team and to facilitate the company’s growth.
Responsibilities:
Prepare and analyze monthly, quarterly and annual financial statements/FOCUS reports
Prepare budgets by establishing schedules, collecting, analyzing and consolidating financial data, recommending plans
Bank reconciliations and relations
Comply with federal, state and local legal requirements, existing and new legislation while enforcing adherence to requirements
Forecasts company business activity and financial position in the areas of revenue, expenses, and earnings based on past, present, and expected operations
Annual audit preparation
Record-keeping for all corporate contracts and documents
Creates ad hoc financial reports by collecting, analyzing, and summarizing information and trends
Requirements:
Bachelor's degree in accounting/finance - required
CPA – required
5+ years’ experience in a similar accounting role is required
Series 27 - required
Bilingual English /Spanish - preferred
Experience in maintaining the General Ledger; Accounts Payable and Accounts Receivable functions; and managing the Compensation process
The ability to self-start projects and follow through until completion
Superior time management skills and a willingness to respond quickly to ad-hoc requests
Knowledge of wealth management, equity markets and past experience in subject matter preferred
Strong computer skills, including expert proficiency in Excel and other MS Office applications
Great Plains experience - preferred
If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.
Thank you,
Jillian Eddy
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x113
jillian@brokerageconsultants.
www.brokerageconsultants.com
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