Chief Financial Officer

Strategic Investment Group•Arlington, VA

5d•Hybrid

About The Position

Strategic Investment Group is an Outsourced Chief Investment Officer firm providing institutions with investment-office capabilities, including portfolio construction, manager selection, and ongoing risk management within a fiduciary framework. Founded in 1987, the firm’s mission is to empower clients to achieve transformational impact through inspired investing. The Chief Financial Officer leads the firm’s corporate finance, accounting, treasury, financial planning, and financial-control functions. As Strategic’s senior financial steward, the CFO provides the CEO, executive leadership team, and Board of Directors with timely financial insight, disciplined planning, and a rigorous control environment. The role supports client confidence, regulatory compliance, and due diligence for institutional investors and their fiduciaries. It calls for technical accounting expertise, strategic judgment, executive-level communication, and the ability to lead a high-performing finance function. The CFO reports to the Chief Operations Officer and regularly reports to the Board Audit & Finance Committee. The position requires working on-site in the Arlington, Virginia office Tuesday through Thursday each week. Strategic is unable to provide new employment-based immigration sponsorship; applicants must be authorized to work in the United States without requiring new employer-sponsored work authorization now or in the future.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or a related field.
At least 15 years of progressive finance and accounting experience, including significant leadership responsibility as a CFO, Controller, or senior finance executive within an asset-management firm, investment adviser, OCIO, or other financial-services organization.
Experience serving institutional clients, including endowments, foundations, pension funds, and other fiduciary or nonprofit investors, with understanding of the priorities and oversight expectations of their boards and investment committees.
Working knowledge of obligations under the Investment Advisers Act of 1940.
Familiarity with fund accounting for complex multi-manager and multi-strategy portfolios, alternative investments, fund-of-funds structures, and performance-based fee calculations.
Demonstrated knowledge of financial reporting, applicable accounting standards, revenue recognition, taxation, treasury, audit management, and internal controls.
Ability to work on-site in the Arlington, Virginia office Tuesday through Thursday each week.
Authorization to work in the United States without requiring new employer-sponsored work authorization now or in the future.

Nice To Haves

MBA or relevant master’s degree.
Familiarity with ERISA.
CPA.

Responsibilities

Lead the firm’s financial strategy and provide accurate, timely financial information to the CEO, executive leadership team, and Board; present performance, forecasts, liquidity, and financial risk to the Board and its Audit & Finance Committee.
Oversee the general ledger and monthly, quarterly, and annual close processes; ensure accurate financial statements under applicable accounting standards and maintain accounting policies and documentation.
Own the annual budget, rolling forecasts, long-range financial planning, scenario analysis, and management reporting; provide insight into profitability, pricing, expenses, resource allocation, and the financial effects of business decisions.
Oversee client billing, management-fee calculations, accounts receivable, and revenue recognition in accordance with client agreements, internal policies, and audit requirements.
Manage cash, banking relationships, liquidity, the balance sheet, and capital planning, maintaining a clear distinction between corporate assets and client assets under management.
Oversee accounts payable, accounts receivable, expense management, payroll-related financial controls, tax planning and compliance, and other core financial processes; establish scalable policies, approval authorities, and segregation of duties.
Lead external auditor relationships and maintain a strong internal-control environment; ensure audit readiness and support client and prospective-client due diligence regarding the firm’s financial condition, controls, or operations.
Partner with the General Counsel and Chief Compliance Officer on applicable regulatory requirements, including the Investment Advisers Act of 1940, and maintain financial records and controls consistent with fiduciary responsibilities.
Assess and communicate financial and operational risks; oversee insurance coverage and finance-related vendor relationships; contribute to business continuity and enterprise risk-management planning.
Support RFPs, due diligence, and finance-related inquiries from current and prospective institutional clients, their boards and investment committees, and their auditors.
Build, lead, and develop the finance and accounting team; oversee finance technology, including accounting, budgeting, and reporting systems, in partnership with Information Technology and other business functions.
Serve on the executive leadership team and advise on growth strategies, capital allocation, pricing, organizational investments, and other strategic decisions; evaluate the financial implications of new client segments, services, and initiatives.
Oversee corporate tax planning, filings, and compliance; support financial governance and coordinate with external advisers and relevant Board committees.