CFO Business Management

Position Summary

The CFO, Business Management, serves as the senior finance leader and critical member of Focus’s Business Management Leadership Team.  This individual will report into Finance (Focus’s CFO) and business leadership with direct finance responsibility for the Focus Business Management segment, which today includes Gelfand, Rennert & Feldman (“GRF”), but is expected to grow. Additionally, the role will entail partnering closely with other business management firms in the Focus Network to share insights and best practices.   This role will oversee core finance actives and operations within GRF including planning, budgeting and forecasting, management reporting and business analysis, decision support, and client billing (including pricing).  The role will partner with the leadership team to develop and support the strategy to deliver growth and value creation.

Primary Responsibilities

• Plan, develop, organize, implement, direct, and evaluate the organization's fiscal function and performance
• Serve as a key member of the business management leadership team, providing strategic financial guidance and influencing decision-making
• Lead short-term and long-term financial planning and performance management
• Established and maintain financial measures and KPIs to deliver insights and actionable opportunities
• Provide timely and accurate analysis of budgets, financial reports, and financial trends to assist the president and other senior management in performing their responsibilities
• Lead efforts to drive business and process improvement as the business grows and scales
• Develop processes for client onboarding, account management and pricing, geared toward increasing profitability
• Support capital allocation decisions and the evaluation and integration of M&A activity
• Engage and build relationships within the business as a trusted partner, and help guide and influence outcomes
• Partner and collaborate with central finance teams on core processes and ensure delivery of shared services required for the business
• Ensure consistency of process, governance and controls across business management and maintain strong financial stewardship within the organization
• Build, lead, and develop high-performing teams

Qualifications

• Bachelor’s degree in finance, accounting or related field required, MBA or advanced degree preferred
• 15+ years of progressive experience in finance leadership roles in large organizations
• Prior related experience, including operating in professional service organizations with similar business models to business management
• Deep expertise in FP&A and operational finance
• Excellent knowledge of accounting and financial processes (budgeting, financial closure, reporting etc.)
• Proven track record of partnering with business leaders to drive and deliver results
• Demonstrated success in driving process improvements, systems enhancements, and scalable finance infrastructure
• Demonstrated ability to influence and partner with executive stakeholders
• Attention to detail and problem-solving ability

This position is an exempt position. The annualized base pay range for this role is expected to be between $275,000- $300,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive group of entertainers, athletes, executives and select high-net-worth individuals. With approximately 40 managing directors and over 700 staff members delivering comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts, as well as multi-family office services for ultra-high-net-worth individuals and families, GRF is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. For more information about GRF, visit: https://www.grfllp.com/ or follow the company on LinkedIn.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

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For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.