GemHarvest Executive Recruiting · 1 day ago
Director of Finance And Accounting
GemHarvest Executive Recruiting is representing a well-established investment advisory firm with over $10B in assets under management. The Director of Finance will lead all core financial functions and serve as a key financial partner to senior leadership, guiding the firm’s financial strategy as it scales.
Responsibilities
Lead and own all core financial functions including accounting, reporting, budgeting, and forecasting
Serve as a trusted financial partner to senior leadership and the Board
Oversee internal and outsourced accounting resources in a hands-on, player-coach capacity
Strengthen financial controls, reporting discipline, and operational efficiency
Support firm growth through thoughtful analysis, forecasting, and financial insight
Qualification
Required
Bachelor's Degree
Director-level finance leadership experience
Strong GAAP foundation
Comfortable balancing strategic oversight with hands-on execution
Preferred
financial services or advisory background preferred
CPA or MBA a plus
Benefits
Comprehensive benefits and retirement plan
Up to $20,000 bonus
Company
GemHarvest Executive Recruiting
*We Deliver Outstanding Talent* As trusted Executive Search Consultants in the Private Wealth and Investment Management Industry, our mission is to source the best talent, delivering only the gems to: - Multi-Billion Dollar RIAs - Single and Multi-family Offices - Boutique Firms Roles We Specialize In: - Client Service Professionals - Operations Roles - Financial Advisors - Associate Advisors - Relationship Managers - Portfolio Managers *Your Priorities Come First* When GemHarvest Executive Recruiting partners with your firm, we commit to meeting your critical hiring requirements as if we were one of your own dedicated team members.
Funding
Current Stage
Early StageCompany data provided by crunchbase