Chief Financial Officer - SmartX Advisory Solutions

SMArtX Advisory is a leading innovator of managed accounts solutions to modernize legacy managed accounts technology across the financial services industry and architect of the SMArtX Turnkey Asset Management Platform. SMArtX uniquely builds unified managed accounts solutions by leveraging its cloud-based technology, micro-services architecture, and APIs to simplify the investment management process for enterprise and advisory clients.

We are looking for a top-level executive Chief Financial Officer (CFO) to manage and direct all financial activities within the Organization. The CFO will play a critical role in strategic planning, financial analysis, risk management, and decision-making processes to ensure SMArtX financial health and long-term success. 

Key Responsibilities:

• Financial Strategy and Planning:
  
  
  
  
  • Develop and Implement financial strategies aligned with SMArtX goals and objectives. 
  
  
  • Provide financial guidance and recommendations to the CEO and the board of directors.
  
  
  • Create and maintain financial models, forecasts, and budgets.
  
  
  
  


• Financial Reporting:
  
  
  
  • Prepare and present accurate and timely financial reports, including income statements, balance sheets, and cash flow statements.
  
  
  • Ensure compliance with accounting standards and regulatory requirements.
  
  
  
  


• Risk Management:
  
  
  
  • Identify and assess financial risks and develop strategies to mitigate them.
  
  
  • Establish and maintain internal controls to safeguard company assets.
  
  
  
  


• Financial Analysis:
  
  
  
  • Conduct financial analysis to evaluate the company's financial performance and profitability.
  
  
  • Provide insights into cost reduction, revenue enhancement, and operational efficiency.
  
  
  
  


• Capital Management:
  
  
  
  • Oversee capital allocation, including decisions related to investments, mergers, acquisitions, and divestitures.
  
  
  • Evaluate financing options and maintain relationships with lenders and investors.
  
  
  
  


• Tax and Compliance:
  
  
  
  • Ensure compliance with tax laws and regulations, working closely with tax advisors.
  
  
  • Manage tax planning and optimization strategies.
  
  
  
  


• Financial Leadership:
  
  
  
  • Lead and mentor the finance team, including controllers, accountants, and financial analysts.
  
  
  • Foster a culture of financial discipline, accountability, and transparency within the organization.
  
  
  
  


• Stakeholder Relations:
  
  
  
  • Collaborate with external auditors, legal counsel, and financial institutions.
  
  
  • Communicate financial performance and strategies to shareholders, investors, and other stakeholders.
  
  
  
  


• Treasury and Cash Management:
  
  
  
  • Manage cash flow and liquidity to ensure the organization meets its financial obligations.
  
  
  • Optimize the use of financial resources and investments.
  
  
  
  

Qualifications:

• Bachelor's degree in finance, accounting, or a related field; MBA or CPA preferred.


• Extensive experience (typically 10+ years) in financial management and leadership roles.


• Strong understanding of financial principles, accounting standards, and regulatory compliance.


• Exceptional analytical, strategic thinking, and problem-solving skills.


• Proficiency in financial software and ERP systems.


• Excellent communication and interpersonal skills.


• Demonstrated leadership and team management abilities.


• Ability to work effectively under pressure and adapt to changing business conditions.

SMArtX Advisory Solutions was founded in 2018 and is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry.  If you want to work in a  professional, yet relaxed, atmosphere with other dynamic individuals