Job Details

Hybrid position in California only

We are seeking an experienced Chief Financial Strategy Officer (CFSO) to join our executive team. The CFSO will be responsible for overseeing the financial planning, cash flow management, management of Entrust Administration Inc. (EAI) financials, financial reporting and EAI Controllership. The ideal candidate will have a strong background in finance and a proven track record of driving financial success and growth.

This role combines strategic vision for the company's future over the coming decades with operational execution, ensuring fiscal health, compliance, and the optimization of financial strategies. The CFSO will report to the CEO and work closely with members of the executive team to align financial goals with overall business objectives.

The duties and responsibilities of the role include, but are not limited to:

• Strategic Leadership:
  • Develop and implement financial strategies to support the company's long-term goals and objectives.
  • Provide financial insights and recommendations to the executive team to drive business growth and profitability.
  • Ensure accurate and timely financial reporting to the executive team.
  • Establish strategic relationships with financial institutions and affinity groups in furtherance of the long‑term goals of the company.
• Financial Management
  • Oversee all financial planning activities including budgeting, forecasting, cash flow management, analysis, and reporting.
  • Provide daily, monthly, quarterly, and annual financial reporting, ensuring compliance with accounting standards and regulatory requirements.
  • Manage financial relationships with the Controller, custodian, banks, auditors
• Operational Excellence
  • Evaluate and improve internal controls, systems, and financial policies to improve efficiency and scalability.
  • Manage and monitor the company's financial performance, identifying areas for improvement and cost optimization opportunities.
• Team Leadership
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Serve as a key advisor and resource for cross‑functional teams on financial matters.
• Strategic Growth
  • Collaborate with other departments to support strategic initiatives.
  • Identify opportunities for investment, cost reduction, and revenue growth.
  • Play a key role in evaluating capital expenditures, new revenue opportunities, and long‑term capital investments.
• Compliance and Risk Management
  • Ensure compliance with all financial regulations and industry standards in concert with the Controller.
  • Coordinate with the Controller that all financial records remain auditable at all times.
  • Identify and mitigate financial risks.

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

• Minimum of 10 years of experience in financial management, with at least 5 years in a senior management role.

• Experience in banking, securities or retirement planning is required.

• Knowledge of financial regulations, and accounting best practices.

• Awareness of US national fiscal and monetary policies impacts on financial services.

• Awareness of Global economic, political events and demographic trends.

• Proven track record of developing and executing effective financial strategies.

• Exceptional analytical, problem‑solving, and decision‑making skills.

• Strong leadership and team management abilities.

• Exceptional communication and interpersonal skills.

• Ability to operate at both strategic and tactical levels in a dynamic, hands‑on environment.