Chief Financial Officer

Strategic Group

. Lead Strategic's overall financial strategy and provide accurate, timely financial information to the CEO, executive leadership team, and Board .

Posted 11/5/2026full-timeArlington • Virginia • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in financial strategy, accounting standards, and regulatory compliance, with a strong focus on managing financial performance and risk. Proven ability to lead finance teams and collaborate with executive leadership to drive organizational growth and strategic decision-making.

Highest-signal resume keywords

CFO ExperienceFinancial ReportingRegulatory ComplianceFund AccountingLeadership in Finance

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial StrategyBudgetingRevenue RecognitionTax PlanningAudit ManagementInternal ControlsCash ManagementFinancial ForecastingLiquidity ManagementPerformance-Based Fee Calculations

Soft Skills

CommunicationLeadershipCollaborationStrategic ThinkingRisk Assessment

Tools & Technologies

Accounting SystemsFinancial Reporting SystemsBudgeting SoftwareTreasury Management ToolsCompliance Management Systems

Industry Keywords

Investment Advisers Act of 1940Asset ManagementInstitutional ClientsNonprofit InvestorsMulti-Manager Portfolios

About the role

Key responsibilities & impact

Lead Strategic's overall financial strategy and provide accurate, timely financial information to the CEO, executive leadership team, and Board
Present financial performance, forecasts, liquidity, and financial risk to the Board and its Audit & Finance Committee
Oversee the general ledger and monthly, quarterly, and annual close processes
Ensure financial statements are prepared accurately and in accordance with applicable accounting standards
Own annual budgeting, rolling forecasts, long-range financial planning, scenario analysis, and management reporting
Oversee client billing, management-fee calculations, accounts receivable, and revenue recognition
Manage cash, banking relationships, liquidity, balance sheet, and capital planning
Oversee accounts payable, accounts receivable, expense management, payroll-related financial controls, tax planning and compliance, and other core financial processes
Lead relationships with external auditors and maintain a strong internal-control environment
Partner with the General Counsel and Chief Compliance Officer on regulatory compliance and financial records and controls
Assess and communicate financial and operational risks; oversee insurance coverage and finance-related vendor relationships
Support RFPs, due diligence, and finance-related inquiries from institutional clients, boards, investment committees, and auditors
Build, lead, and develop the finance and accounting team
Oversee the finance technology environment, including accounting, budgeting, reporting, and related systems
Serve as a member of the executive leadership team and advise on growth strategies, capital allocation, pricing, organizational investments, and strategic decisions
Oversee corporate tax planning, filings, and compliance; support financial governance and coordinate with external advisers and Board committees

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, Business, or a related field required
15+ years of progressive finance and accounting experience, including significant leadership responsibility as a CFO, Controller, or senior finance executive within an asset-management firm, investment adviser, OCIO, or other financial-services organization
Experience serving institutional clients, including endowments, foundations, pension funds, and other fiduciary or nonprofit investors, with a strong understanding of the priorities and oversight expectations of their boards and investment committees
Working knowledge of obligations under the Investment Advisers Act of 1940
Familiarity with fund accounting for complex multi-manager and multi-strategy portfolios, alternative investments, fund-of-funds structures, and performance-based fee calculations
Demonstrated knowledge of financial reporting, applicable accounting standards, revenue recognition, taxation, treasury, audit management, and internal controls
Ability to work on-site in the Arlington, Virginia office Tuesday through Thursday each week
Applicants must be authorized to work in the United States without requiring new employer-sponsored work authorization now or in the future

Benefits

Comp & perks

Equal employment opportunity policy
Reasonable accommodations may be made for employees with disabilities, absent undue hardship