The Chief Financial Officer is responsible for executing the financial strategy of the company and managing all aspects of the company’s finances. The CFO is an advisor and strategic partner to the Executive Committee and Board of Directors, and provides leadership and coordination of the accounting, tax, control, risk management, financial planning, record-keeping and financial reporting processes for the company.
The CFO may also serve in a COO capacity, developing short-term and long term-operating goals and providing oversight of the business and investment operations functions of the firm.
The successful candidate will be a seasoned financial professional with the ability to provide strategic advice to the Executive Committee, while also being hands on in all aspects of the company’s financial and operational management.
Strategy, Planning and Management
In collaboration with the Executive Committee, develops and executes the financial and operational strategy of the company;
Provides insight and recommendations to short-term and long-term growth plans of the company. Evaluates the financial performance of the organization with regard to long-term operational goals, budgets and forecasts;
Drives the company’s financial planning process, and in collaboration with the Executive Committee, creates yearly financial objectives;
Provides accurate and comprehensive financial information to the Executive Committee for long term financial strategy planning; and
Participates in compensation planning with the Compensation Committee of the Board and Human Resources.
Financial Analysis, Budgeting and Forecasting
Performs in depth financial analysis and provides financial perspective and recommendations to assess risk, analyze efficiency and inform decisions;
Develops and maintains monthly operating budget and annual company operating budget; and
Creates reports as needed for financial planning and analysis.
Accounting, General Ledger, Administration and Operations
Oversees the firm’s accounting and tax functions, ensuring that all accounting allocations are appropriately performed and documented. Oversees the preparation and timely filing of all local, state and federal tax returns;
Completes the month-end close process, including general ledger accounts, balance sheets, and overhead cost allocation;
Preparation of monthly, quarterly and annual financial statements;
Reviews and ensures application of appropriate internal controls over the company’s accounting and financial procedures;
Assesses current financial policies, procedures, and systems and recommends and implements enhancements as needed;
Ensures compliance with all legal, regulatory and record-keeping requirements as it pertains to finance and accounting. Remains current on state, federal and local laws regarding company operations and ensures best practices are adopted as needed;
Serves as key point of contact for external auditors. Manages preparation and support of all external financial audits. Investigates and evaluates auditor findings and recommendations; and
Oversees and manages corporate insurance programs to ensure adequacy of coverage and mitigation of risk at a reasonable cost.
Financial and Cash Management
Performs cash management functions. Monitors cash balances and forecasts and assures that cash flow is appropriate for the organization’s operations;
Oversees accounts payable, accounts receivable, cash disbursements, payroll and bank reconciliation functions;
Utilize forward- looking models and activity-based analyses to provide financial insight into the organization’s plans and operating budgets;
Maintain outstanding banking relationships and strategic alliances with vendors and business partners; and
Any other job duties as needed.
At least 15 years’ experience in a senior-level finance or accounting position;
Experience in a CFO or Controller position within an investment firm is highly preferred;
CPA is strongly preferred;
Knowledge of financial markets and investment operations preferred;
Strong attention to detail, excellent quantitative, analytical and communication skills;
High degree of versatility, self-motivation and integrity;
Energetic, with the ability to thrive within a small team-oriented environment with minimal oversight;
Strong computer skills, experience with QuickBooks and advanced knowledge of Excel
Bachelor’s Degree (Accounting or Finance preferred);
Outstanding knowledge and understanding of GAAP, SOX compliance and SEC reporting;
Demonstrated leadership ability, confidence and executive presence – ability to motivate staff; and
Ability to prioritize and manage multiple tasks and excellent organizational skills.
About Coho Partners, Ltd.
Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania. Coho focuses on generating a specific, asymmetric pattern of returns that offers strong protection in down markets and very competitive returns in up markets.
The firm manages approximately $7.7 billion (as of March 31, 2018) for institutional employee benefit plans, endowments, foundations, corporations, high net worth individuals, eleemosynary organizations, UMA/Model programs, trusts, and estates, and other individual investor accounts. The firm is focused on providing downside protection and upside participation for clients who share their philosophy and vision. Portfolios are implemented through separate accounts, a mutual fund, and UMA accounts.
Coho’s investment philosophy is based on the premise that the most effective way to create and sustain wealth in the equity markets is to achieve an asymmetric pattern of returns over time, where the portfolio demonstrates a down-market capture considerably less than its up-market capture. The firm’s primary focus is on risk control and protecting principal in down markets, coupled with strong... participation in all but the most cyclical or speculative bull markets. We believe our combination of protection and participation should ultimately lead to better-than-market performance over a full economic cycle, with less-than-market risk.
BACK TO TOP
ACG JobSource is Just One of the Benefits.
Discover what else ACG Membership has to offer!
The job you are trying to reach from was originally posted at ACG JobSource.