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Chief Financial Officer

Company: Berkowitz Pollack Brant Advisors + CPAs
Location: Miami
Posted on: January 25, 2023

Job Description:


Position at Recruiting Practice BPB

A value-added service provided to our clients, is our Talent Acquisition & Recruitment Service. Currently, we are conducting a search for a Chief Financial Officer.

For this role, we are looking for a strong analytical thinker and strategic planner with excellent communication skills and an ability to work well with the Senior Management and our distributions channel. This individual will oversee and manage the complex finances of a high growth organization. The CFO shall be responsible for providing leadership and guiding the company in its forecasting, budgeting, and business planning. This individual shall provide honest evaluation of the company's short- and long-term project goals, always with the company's profitability and success as the foremost consideration. The CFO will work closely with the President and other company leaders.

The CFO will be responsible for planning, implementing, managing, and controlling all financial-related activities of the company, its holding company, affiliates, and subsidiaries. This will include direct responsibility for accounting, finance, forecasting, strategic planning, costing, collections, and managing private and institutional financing. CFO will also be responsible to ensure timely audit. This position oversees Human Resources and the Distribution function.


  • Provides leadership in the continuous development and evaluation of short and long-term financial objectives.
  • Generates timely and accurate analysis of budgets and financial trends.
  • Manages cash flow.
  • Directs and oversees all aspects of the Finance & Accounting functions of the organization.
  • Advises on the feasibility and impact of plans and projects.
  • Establishes and maintains strong relationships with senior executives, sales personnel, distributor, and customers.
  • Ensures effective internal controls and complies with applicable federal, state, and local regulations and laws for financial and tax reporting.
  • Ensures the issuance of timely and accurate audited financial statements.
  • Develops financial organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction and establishing functional objectives in line with organizational objectives.
  • Establishes finance operational strategies by evaluating trends; establishes critical measurements; designs systems; accumulates resources; resolves problems; and implements change.
  • Develops organization prospects by studying economic trends and revenue opportunities; projects acquisition and expansion prospects; analyzes organization operations; identifies opportunities for improvement, cost reduction, and systems upgrades/enhancement; and accumulates capital to fund growth.
  • Develops financial strategies by forecasting capital, facilities, and staff requirements; identifies monetary resources; and develops action plans.
  • Monitors financial performance by measuring and analyzing results, initiates corrective actions, and minimizes the impact of negative variances.
  • Reports financial status by developing forecasts, reporting results, analyzing variances, and developing improvements.
  • Continuously updates knowledge by remaining aware of new tax laws and regulations, participates in educational opportunities, reading professional publications, maintaining personal networks.
  • Accomplishes financial and organization mission by completing related results as needed.
    Responsible for human resource strategies and objectives and planning and reviewing compensation strategies

    • 15+ years accounting and financial management experience, at least 5 years in executive position.
    • MBA and/or Accounting or Finance degree (master's preferred)
    • Certified Public Accountant certification a plus.
    • Experience in financial planning and strategy, managing profitability, budget development and forecasting, and strategic planning.
    • Proficiency with accounting software, word processing and spreadsheets.
    • Solid GAAP and financial reporting technical skills.
    • Professional written, verbal communication and interpersonal skills.
    • Ability to participate in and facilitate group meetings.
      Salary range will be between $250,000 to $350,000 with potential for bonus based on performance.

      Additionally, the firm offers a comprehensive Benefit package. For more information on our benefits, please go to

      Compensation will be determined based on experience, education and other factors.

Keywords: Berkowitz Pollack Brant Advisors + CPAs, Miami , Chief Financial Officer, Other , Miami, Florida

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