Chief Financial Officer (CFO)

Job Description

An established private debt and equity investor with more than 10 years of experience and 30 companies under management, with offices in Brooklyn and Monsey, NY, is seeking an experienced and strategic Chief Financial Officer (CFO). The CFO will play a pivotal role in overseeing tax filings, managing relationships with external auditors, and ensuring compliance with public market regulations. The ideal candidate will bring deep expertise in financial reporting, risk management, public filings, and strategic planning to support the company’s growth and financial health.

Responsibilities

• Tax Compliance & Financial Reporting
  • Oversee the preparation and filing of federal, state, and local tax returns, ensuring full regulatory compliance.
  • Implement tax strategies to optimize performance and minimize liabilities.
  • Ensure timely and accurate financial reporting in accordance with GAAP, IFRS, and SEC regulations (if applicable).
  • Manage compliance for corporate trade, shares, and warrants from a tax and reporting standpoint.
• External Audit & Compliance
  • Act as the primary liaison with external auditors, ensuring smooth and transparent audit processes.
  • Maintain precise financial records and internal controls to support audit readiness and risk mitigation.
  • Ensure adherence to all financial regulations, including SEC reporting, public filings, and audit requirements for public companies.
• Public Market Expertise
  • Manage investor relations, including earnings calls, financial disclosures, and regulatory filings.
  • Oversee financial planning and analysis aligned with public market expectations and shareholder value.
  • Ensure compliance with Sarbanes-Oxley (SOX) and other financial governance standards.
  • Provide strategic oversight on the issuance and management of shares, warrants, and related financial instruments.
• Strategic Leadership & Financial Management
  • Provide expert financial guidance to the executive team in alignment with corporate strategy and growth objectives.
  • Develop and implement financial policies, procedures, and risk management strategies.
  • Oversee budgeting, forecasting, capital allocation, and evaluations of business units and investment opportunities to optimize financial performance.

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field (MBA or CPA preferred).
• At least 3–5 years of experience in senior financial leadership roles, preferably in a public company environment.
• Expertise in tax compliance, external audits, and SEC/public filing requirements.
• Strong knowledge of public markets, shares and warrants, investor relations, and financial regulations.
• Exceptional leadership, analytical, communication, and strategic planning skills.