Chief Financial Officer

ASPIRIANT LLC•Mountain View, CA

1d•$300,000 - $375,000•Hybrid

About The Position

The Chief Financial Officer (CFO) is a senior executive responsible for the firm’s financial stewardship, operational integrity, and long-term financial strategy. This role combines strategic financial leadership with hands-on operational management, ensuring the firm and its investment products operate efficiently, compliantly, and in alignment with fiduciary obligations. The CFO will serve as a key partner to the CEO, Executive Team, and Board of Directors, partnering on strategic management of the firm, including annual and long-term planning, organic and inorganic growth goals and programs, compensation and benefit plan implementation, firm ownership transactions, and risk management. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Requirements

CPA required; and/or MBA preferred.
15+ years of progressive financial leadership experience, including executive-level responsibility.
Wealth management, RIA, or professional services industry experience strongly preferred.
Expertise in financial planning and analysis, strategic forecasting, and capital allocation.
Experience with mergers and acquisitions, business integration, and enterprise growth initiatives.
Strong knowledge of GAAP, financial reporting, treasury management, and internal controls.
Experience presenting financial strategy to Boards of Directors and Partners.
Proven ability to build collaborative relationships and influence cross-functional decision-making.
Exceptional analytical, strategic thinking, and executive communication skills.
Demonstrated leadership with the ability to develop high-performing teams and foster accountability.

Nice To Haves

MBA preferred

Responsibilities

Direct all financial activities of the firm, including cash management, accounting, real estate insurance, accounts receivable, and vendor management.
Lead enterprise-wide strategic planning, including multi-year financial modeling, profitability optimization, workforce planning, and investment strategies aligned to business expansion objectives.
Collaborate regularly with executive leadership to grow assets, revenue, and EBITDA, and deliver a scalable, profitable operating model in both up- and down-market scenarios.
Deliver board-level financial reporting, scenario analysis, and strategic decision frameworks, enhancing governance and financial discipline. Manage certain shareholder financial communications, and long-term financial positioning.
Function as financial lead for M&A strategy, driving target identification, valuation, financial negotiations, due diligence, transaction structuring, and post-merger integration.
Provide oversight of Aspiriant’s mutual fund investment vehicles.
Lead the firm’s real estate activities, including lease management, office moves, and remodeling across the firm’s portfolio of offices.
Manage important banking relationships for the firm, covering deposit accounts, credit lines and long term borrowing facilities to support strategic growth, and balance sheet optimization.
Lead the Investor Relations function, providing key information and reporting in support of 90+ partner owners, and oversee all entity distributions and investor share transactions.
Lead risk management for the firm, overseeing audit, tax, treasury, compliance, and controllership functions.
Promote robust internal control environments, strengthening governance, risk management, and audit readiness.
Partner closely with external auditors, legal counsel, and advisers to ensure flawless execution of regulatory obligations.