Oxford Financial Group, Ltd.
  • - Finance
  • Carmel, IN, USA
  • Full Time

Oxford Financial Group, Ltd.™ is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity.  Oxford specializes in serving clients with net worth above $5 million.

Position Summary:

The Chief Financial Officer for Oxford, The Trust Company of Oxford (TCO) and LLC's formed for client investments, is a key member of the Senior Management team. The CFO reports directly to the CEO and assumes a strategic leadership role in the overall management of the firm, including the development of a financial operating strategy, and is responsible for safeguarding the firm's resources and reporting accurate financial results. The CFO will have primary day-to-day responsibility for planning, implementing, managing, controlling all financial related activities of the firm. This will include responsibility for accounting, finance, financial statement development, client billing, budgeting, forecasting, and cash management.

Duties and Responsibilities:

  1. Leadership  

    • Participates in the strategic management of the company in conjunction with the Senior Management Committee
    • Manages the Finance Division
    • Participates in the development and implementation of the strategic plan to accomplish the mission of the firm
  1. Financial reporting

    • Ensures timely and accurate periodic reporting
    • Forecasts earnings, financial condition and all other financial aspects of the company
    • Measures profitability and enhances performance by recommending and implementing changes
    • Ensures the proper internal controls, policies and procedures to safeguard the assets of the firm.
    • Develops and distributes, on a regular basis, dashboards for key financial and revenue cycle metrics and initiatives
  1. Analyzing financial data and providing recommendations 

    • Provides recommendations based on performance and changes needed to achieve firm goals
    • Develops tools to provide financial and related data to the Board of Directors and Senior Management and provides recommended input to achieve company and individual goals
    • Provides input on key issues impacting the company including new offices, markets and acquisitions
  1. Budget   

    • Prepares annual budget in conjunction with the company strategic plan and assesses performance in relation to plans
    • Financial performance analysis of the firm, including holding various leadership groups accountable for their specific performance relating to budgets and other specific goals and benchmarks
    • Collaborates with leadership to develop and implement strategies for revenue growth and expense control                                                                                                                 
  1. Committee involvement    

    • Provides data and input to the Board of Directors
    • Prepares for and participates as a member or attendee in numerous committees and Project Working Groups.                                                                           
  1. Manages third party banking and CPA relationships of the firm and related entities. Participates in the negotiation and maintenance of key contracts and relationships.

Minimum Qualifications:

  • Minimum of Bachelor's degree in Finance or Accounting
  • Certified Public Accountant (CPA) required
  • Strong knowledge of GAAP, internal controls policies and procedures
  • Knowledge of tax matters relating to Sub S and LLC filings
  • Strong knowledge of RIA industry
  • 10 plus years in a senior financial management position with demonstrated leadership skills.
  • Demonstrated excellence in leading a finance area including budgeting, forecasting, profitability measurement, controls and reporting
  • Strong analytical skills
  • Experience working with Board of Directors and upper management in achieving company strategic plans and goals
  • Strategic visionary with the ability to plan for the future of a growing company in an ever changing industry
  • Proficient in Microsoft Office Suite including Excel, PowerPoint and Word preferred
  • Ability to motivate teams to produce quality materials within strict timeframes as well as simultaneously managing multiple projects
  • Excellent presentation preparation and presentation skills
Oxford Financial Group, Ltd.
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