By: StaffBuffalo Recruitment Team
This accomplished CPA brings more than 20 years of experience across public accounting, investment management, financial operations, and tax. With a background progressing from audit management to Chief Financial Officer, this candidate combines technical accounting expertise with hands-on experience building financial infrastructure, leading teams, and supporting complex investment organizations.
Most recently, this professional led finance, accounting, and operations teams while overseeing financial reporting, treasury management, audits, tax preparation, and internal controls across multiple investment funds and advisory accounts. Their experience includes developing the infrastructure to support a multibillion-dollar investment business through significant growth, strengthening service provider relationships, and partnering with executive leadership on budgeting, forecasting, and strategic planning.
Earlier experience includes building a new investment firm’s finance and operational functions from the ground up, managing reporting for complex fund structures, and leading financial services audit engagements. This candidate brings a process-focused approach to improving controls, managing risk, and connecting accurate financial information with business decisions.
Highlights of Experience
Executive Financial Leadership: Advanced from Financial Controller to Chief Financial Officer within two years and led a team of eight finance, accounting, and operations professionals.
Financial Infrastructure & Internal Controls: Built and strengthened accounting processes, cash controls, reconciliation procedures, valuation policies, and reporting systems to support new and growing investment businesses.
Financial Reporting, Audit & Tax: Directed month-end and year-end close processes, financial statement preparation, fund reporting, investor allocations, annual audits, and tax preparation across complex entities.
Treasury & Risk Management: Oversaw liquidity, cash optimization, margin requirements, foreign currency exposure, and counterparty risk. Expanded banking and brokerage relationships while negotiating financing and service agreements.
Strategic Planning & Executive Partnership: Collaborated with senior leadership on budgeting, cash flow forecasting, corporate governance, and financial planning while supporting investor due diligence and regulatory reporting.
Operational Improvement & Technology: Managed the transition of internal IT operations to an outsourced model, reducing annual infrastructure overhead by 10% while maintaining continuity of global trading operations.
Public Accounting & Transaction Support: Managed financial services audit engagements, evaluated internal controls and financial disclosures, and supported an alternative asset management client through the registration process for a successful initial public offering.
Ideal Opportunity
Investment management, alternative investment, or financial services organizations seeking experienced financial leadership.
Growing businesses building or strengthening their accounting infrastructure, internal controls, and reporting processes.
Organizations managing complex entities, investment structures, treasury requirements, or external service providers.
Executive teams seeking a collaborative finance partner with experience across strategy and daily operations.
Businesses that value process improvement, risk management, and the development of finance teams.
Ideal Roles
This candidate’s background aligns with positions such as Chief Financial Officer, Head of Finance, Director of Finance, Financial Controller, or Head of Fund Finance and Operations. Their combination of CPA credentials, investment industry experience, and operational leadership supports organizations seeking an executive who can strengthen financial oversight and build the processes needed for continued growth.
For organizations navigating financial complexity or expanding their operational infrastructure, this candidate offers experience translating business needs into effective controls, reliable reporting, and practical financial strategies.
Contact us today to start a confidential conversation and connect with this Finance & Investment Operations Executive!