Stifel Financial Corp. · 1 day ago
CFO - North Atlantic Capital Management
Portland, ME
Full-time
Onsite
Director/Executive
10+ years expStifel Financial Corp. is a global wealth management and investment banking firm with a long history of innovation. They are seeking a CFO responsible for all accounting, regulatory compliance, financial reporting, and office operations for the firm, including oversight of fund management and investor relations.
BankingFinanceFinancial Services
Responsibilities
Coordinate finance activities including quarterly reporting for the funds, tax compliance and financial reporting
Responsible for Fund and legacy management company accounting, budgeting, cash flow management, and other financial analyses for the legacy management company
Responsible for SBIC regulatory filings (468, 1031, etc.) and SBIC examinations
Ensure that accurate, timely analysis and reporting of financial information in line with the firm's goals and objectives
Oversee preparation of fund financial statements; supervise fund audits and tax matters
Oversee fund administrator; review fund administrator prepared reporting
Work with the analysts at the U.S. Small Business Administration and the Department of War to ensure compliance applicable regulations
Cash management, including monitoring cash balances, capital requirements, investment funding, manage reserves, etc
Contribute to business/operational due diligence prior to investment
Prepare and review complex schedules, including management fees, carried interest, and waterfall calculations
Oversee and advise on appropriate tax strategies for funds and the General Partners
Collection, review and maintenance of portfolio company financials and reporting
Prepare portfolio company valuations in accordance with GAAP and SBIC standards
Oversee capital calls, distributions and other communications with limited partners
Identify and stay abreast of changes in GAAP and SBIC Regulatory Guidelines that impact the firm's accounting and reporting
Assist in Limited Partners relationships, investor meetings, due diligence and fundraising
Contribute to briefing and management of external legal counsel in preparation and review of complex legal agreements, including limited partnership agreements and portfolio company deal documents
Oversight of various firm administrative and office needs, including legacy management company benefits and other aspects of human resources, IT, facilities, office leases, supply agreements, office management
Prepare and present board presentations, financials, and forecasts for the Board of Advisors
Work closely with external parties, including auditors and tax professionals, attorneys, fund administrators, limited partners and portfolio company CEOs/CFOs
Qualification
Required
Strong background in accounting
Experience and comfort analyzing and following complex regulations, including tax regulations
Commitment to excellence (zero tolerance for errors) in all external communications
Strong communications skills (written, verbal & presentation)
Desire to seek continuous improvement in the organization's processes and output
Experience working in a position which involved managing banking relationships (ideally through a capital raising process) and outside stakeholders, and/or interfacing directly with principals through an investment process
Demonstrated analytical, accounting/financial, and communication skills
Ability to develop strong relationships with a wide variety of audiences
Ability to multi-task and work effectively in a small team
Minimum Required: Bachelors' degree in Accounting or Finance
Minimum Required: 10+ years of experience in a leadership role within a financial services industry
Prior experience working in a position that involved managing banking relationships (ideally through a capital raising process) and outside stakeholders, and/or interfacing directly with principals through an investment process
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Preferred
CPA
Experience working as CFO or Controller in a small/medium size company environment
Prior experience working in a senior financial position of a private equity/investment management firm
Corporate transaction experience highly desirable (particularly with direct exposure to business diligence issues and post-acquisition responsibility)
Benefits
Health
Dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase