Director of Finance

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets. 

We are seeking a Head of Finance to lead our finance organization across strategic planning, corporate finance, and accounting. This is a critical leadership role with broad scope and visibility, responsible for driving financial strategy, ensuring operational excellence, and scaling finance infrastructure to support CAIS’ next stage of growth. The ideal candidate combines deep financial expertise with a transformative mindset—someone who can modernize systems, streamline processes, and build high-performing teams. You’ll partner closely with executive leadership to shape long-term strategy, lead planning and reporting, drive key business initiatives, and ensure the financial foundation is as agile and innovative as the business it supports. 

Responsibilities 

• Financial Leadership & Strategy: Set the vision and lead all aspects of the finance function, including strategic finance, FP&A, accounting, and corporate finance. 
• Strategic Planning & Forecasting: Own the company’s 5-year financial model, annual operating plan, and scenario planning to support growth and resource allocation. 
• Business Transformation: Identify and implement improvements to financial systems, tools, and processes to drive efficiency, automation, and better decision-making across the organization. 
• Capital Markets & Corporate Development: Lead financial aspects of capital raising efforts, M&A analysis, investor reporting, and Board-level presentations. 
• Operational & Financial Reporting: Oversee timely, accurate financial reporting and performance dashboards; provide data-driven insights to leadership and stakeholders. 
• Controls & Compliance: Ensure strong internal controls, compliance with GAAP, and effective audit processes. Oversee risk management and tax planning in coordination with external advisors. 
• Team Leadership: Build, mentor, and scale a high-performing finance and accounting team that delivers transparency, insights, and business partnership. 
• Cross-Functional Partnership: Collaborate with key stakeholders across the company—including Product, Technology, Operations, and Sales—to align financial strategy with company goals and operational execution. 

Qualifications 

• 12+ years of progressive finance experience, with leadership roles in FP&A, strategic finance, and corporate finance; experience in high-growth, tech-enabled or financial services environments preferred 
• Strong foundation in GAAP, accounting principles, and financial controls; CPA or public accounting background a plus 
• Proven ability to lead transformation initiatives across systems, reporting, and processes 
• Experience managing capital raises, investor relations, or M&A activities 
• Advanced modeling and analytical skills, with the ability to communicate complex insights clearly and strategically 
• Demonstrated success building and leading high-performing, cross-functional teams 
• Exceptional business judgment, with a track record of turning insight into action 
• Excellent communication and presentation skills, with the ability to influence at all levels of the organization 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $200,000 - $275,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.