Copper Run · 19 hours ago
Chief Financial Officer (CFO)
Columbus, OH
Full-time
Onsite
Director/Executive
10+ years expCopper Run is a growing middle-market investment bank seeking a Chief Financial Officer to partner closely with the CEO and leadership team. This role involves shaping financial strategy, strengthening operational discipline, and supporting sustainable growth across the firm and its affiliated entities.
Investment Banking
Responsibilities
Lead long-term financial planning, budgeting, and forecasting aligned with firm strategy
Deliver clear, actionable financial insights to support leadership decision-making
Manage capital planning, liquidity, and financial risk
Oversee all accounting functions, including GAAP financial reporting, payroll, tax compliance, and internal controls
Manage and develop the accounting team and coordinate with external accounting and tax advisors
Oversee bonus, commission, 401(k), and profit-sharing plans
Provide financial oversight for Grandview Partners, including capital calls, distributions, limited partner reporting, and fund compliance
Oversee IT infrastructure and cybersecurity strategy, ensuring secure, scalable systems
Maintain strong internal cost controls, metrics, and reporting processes
Oversee HR operations, compensation structures, and benefits administration in partnership with leadership
Lead job costing and profitability analysis by client, team, and engagement
Review and approve client engagement letters with a focus on fee structure, billing terms, and risk management
Serve as a key advisor to the CEO on strategic initiatives, new business lines, and affiliated entities
Support internal M&A activity, including financial diligence and structuring
Model a team-first leadership style consistent with Copper Run’s culture
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
10+ years of progressive finance experience, including senior leadership roles (CFO, VP Finance, or Controller)
Deep expertise in budgeting, forecasting, cash flow management, financial controls, and job costing
Proven ability to partner with executive leadership and manage external stakeholders
Strong communication, leadership, and decision-making skills
High personal integrity and sound judgment
Preferred
CPA and/or MBA strongly preferred
Experience in investment banking, private equity, or professional services strongly preferred
Benefits
Comprehensive benefits, including medical, dental, vision, 401(k), disability, and life insurance
Flexible Time Off (FTO)
Daily lunch provided
Company
Copper Run
Copper Run was established to provide superior M&A advisory services to underserved middle market firms in the Midwest.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Stevens
Chief Operating Officer
Michael Shaw
Partner
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