Chief Financial Officer

Keating and Associates, Inc.  

Chief Financial Officer 

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.
What Keating and Associates can offer you!

• Professional Development
• 9 paid holidays, including your birthday!
• 401(k) with company match 
• Employer-Paid Disability, Life Insurance, and Employee Assistance Program
• Health, Vision, and Dental Plans 
• Dependent Care and Flexible Spending Accounts 
• Paid Time Off
• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, Lunch Bunch, and more!

Learn more about us at https://keatinginc.com/why-keating.
 

Job Summary 

The Chief Financial Officer is a senior leader responsible for guiding and managing the financial strategies and actions of Keating and Associates. This is accomplished through a balance of effective risk management, forecasting, oversight of financial department functions, and strategic collaboration with the leadership team to achieve sustainable growth and financial health. 

This position is remote eligible, exempt, and reports to the Chief Operating Officer.  

Responsibilities include, but are not limited to: 

1. Lead, manage, and hold accountable a team of financial department and human resource professionals. 

1. Initiate and manage relationships with bank partners and debt relationships.  

1. Enhance current excel spreadsheets to ensure a fully integrated (P&L, balance sheet, cash flow, supporting forecasts, and seamless QBO updates) forecasting model, with KPIs and leadership scorecards and measurables. 

1. Continually perform review of accounting and finance processes and technology while recommending and implementing changes and additions as needed for greater accuracy, efficiency, automation, risk mitigation, internal controls, and other objectives. 

1. Maintain and update budget and forecast model. 

1. Meet with the leadership team on a regular basis to discuss achievement of targets and other results, while acknowledging trends and providing analyses and recommendations.  

1. Create, manage, and finalize annual budget with board, ownership, leadership, and department heads. 

1. Assist Financial Advisors with creating and evaluating their P&L statements. 

1. Ensure the company is compliant with all local and federal filing and reporting requirements while collaborating with external legal, payroll, human resources, and tax and accounting professionals. 

1. Produce and interpret ad hoc financial reports and analyses. 

1. Provide oversight and ultimate accountability for effective cash flow, A/R, and A/P including cash availability at any given moment in time. 

1. Support team to ensure a timely and accurate month-end close. 

1. Perform monthly reconciliations and other duties as deemed necessary to ensure proper delegation of duties and risk management. 

1. Oversee accuracy and clarity of commissions calculations and payments, ensuring our Keating Advisors Partners are paid accurately on time every time. 

1. Oversee a legally compliant and fiscally effective human resource function to include compensation and payroll guidance and execution.   

Required qualifications include: 

• Required – Extensive accounting background. MSc or MBA is a plus. CPA is a strong advantage. 

• Required - Bachelor’s degree. 

Desired qualifications include, and are not limited to: 

• Desire to own both the CFO and Controller activities for the company. 

• Demonstrated forecasting and data analysis effectiveness. 

• Experience working with multiple related entities. 

• Strong leadership and management skills.  

• Excellent communication skills.  

• Ability to strategize and effectively problem solve.  

• Analytical mind with the ability to synthesize a strategic goal with the numbers to enable execution.  

• Teamwork and an abundance mindset when working with non-numbers people and people with competing priorities.  

• Exposure to Human Resource management, compensation, laws, and complying with state regulations.  

• Exposure to working with tax and legal professionals. 

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