We are partnering with a dynamic, entrepreneurial investment firm in Washington, DC that is seeking a Chief Financial Officer to join its executive leadership team and help drive the organization's next phase of growth. This is a highly visible leadership opportunity for a strategic and hands-on finance executive who thrives in fast-paced, growth-oriented environments. Reporting directly to senior leadership, the CFO will play a critical role in shaping financial strategy, optimizing operations, supporting capital initiatives, and building the infrastructure necessary to support continued expansion. The ideal candidate will bring a combination of strong financial leadership, operational expertise, and experience within lending, servicing, specialty finance, or asset-backed investment environments.
Key Responsibilities
- Lead all accounting, finance, treasury, tax, compliance, and financial reporting functions
- Serve as a strategic advisor to executive leadership on financial performance, growth initiatives, and capital allocation decisions
- Oversee budgeting, forecasting, liquidity management, cash flow planning, and financial modeling
- Manage relationships with lenders, banking partners, auditors, tax advisors, and other external stakeholders
- Support financing transactions, capital formation initiatives, and strategic growth opportunities
- Develop and enhance financial reporting, dashboards, and key performance indicators
- Evaluate operational efficiencies and implement scalable processes, systems, and internal controls
- Partner cross-functionally with operations and business leaders to support decision-making and improve performance
- Build, mentor, and lead a high-performing finance and accounting team
Qualifications
- 10+ years of proven experience as a CFO, VP of Finance, Fund CFO, Corporate Controller, or senior finance executive
- Strong understanding of lending operations, loan portfolio management, servicing economics, financing facilities, and capital structures
- Experience supporting or overseeing asset-backed finance structures, warehouse facilities, securitizations, or other structured financing arrangements
- Deep knowledge of financial reporting, forecasting, budgeting, treasury management, and internal controls
- Experience managing audits, tax compliance, and external advisory relationships
- Demonstrated ability to operate both strategically and tactically in a growing organization
- Track record of building scalable finance functions, processes, and reporting infrastructure
- Exceptional leadership, communication, and stakeholder management skills
- Ability to effectively interact with executive leadership, investors, lenders, and board-level audiences
- CPA strongly preferred; MBA or other advanced financial credentials are a plus
We are seeking a finance leader who combines strategic vision with a builder's mindset. If you have experience within lending, mortgage servicing, specialty finance, consumer finance, or asset-backed structures and are looking for an opportunity to make a meaningful impact at the executive level, we would welcome a confidential conversation. Please reach out to Caren Bromberg Bach on LinkedIn or apply directly to this role through this posting. Comp range 200-250K + Bonus + Carry. 3 days/week in the office.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.
- At least 10 years of progressively senior financial leadership experience.
- Demonstrated success leading accounting, FP&A, treasury, and financial reporting functions within a complex organization.
- Strong command of budgeting, forecasting, financial controls, cash flow management, and performance measurement.
- Experience managing external audits and maintaining effective relationships with lenders and financial partners.
- Excellent communication skills with the ability to present financial information clearly to executives, boards, and investors.
- Proven ability to operate effectively in a dynamic, growth-oriented environment.
- Advanced credentials such as CPA, CFA, or MBA are preferred, along with experience in investment management or a related sector.