This individual will be responsible for working alongside the Corporate Technology Program Manager and making sure the IT elements of all of the delivery channels are correctly landed within the business.
Work with the Senior Management along with Pricing & Planning and sales leadership to prepare the annual operating budget, quarterly forecasts, long range plan, monthly operational reviews and other estimates and presentations as required.
Lead planning, design, establishment and execution of financial data integration for financial and regulatory reporting of the companys U.S. entities, including banking entities, broker-dealer, swap-house, leasing and other subsidiaries.
The CFO, the Controller/VP Finance will be responsible for establishing internal controls, policies & procedures, upgrading the staff and controlling the month end close process as well as the preparation and reporting of financial statements in accordance with GAAP for multiple office locations.
The Vice President, Personal Finance will be managing the Personal Finance/Accounting team for an High Net Worth Family office, including oversight of day-to-day finances and operations of multiple entities, monthly reporting of all capital improvement projects, and development of annual operating budgets.