Chief Financial Officer (CFO)
RS Investments is a trusted research-driven investment management firm. For more than 26 years, we have provided a core spectrum of investment solutions to meet the diverse needs of our clients. Founded in 1986, today RS Investments is a focused, specialized investment firm that applies institutional quality rigor to everything we do. With over 200 employees, RS is headquartered in San Francisco with multiple locations in the US and internationally. We manage mutual funds and separate accounts for individuals and institutions and recognize that our clients face distinct challenges, which is why we offer investment strategies built on deep research and careful security selection. Our goal is to earn a permanent allocation in our clients’ portfolios.
Key Responsibilities include:
Finance Organization Management:
• Build/enhance and mentor a financial team capable of supporting the rest of the organization
• Ensure the finance department is staffed with experts who consistently demonstrate exceptional performance
• Establish a “service-oriented” culture within the finance function
• Oversee the accounting department, budget preparation, and audit functions
Financial Strategy:
• Provide useful financial insights to make well-informed decisions about formulating and executing strategy
• Ensure financial integrity by fully understanding the markets the company serves, and is able to accurately recognize and report revenues
Budgeting, Reporting, and Controls:
• Identify and track key metrics to drive the growth of the business
• Ensure compliance with budgets and operating plans, from a financial perspective, and providing operating management with the timely reporting necessary for them to manage their operations effectively
• Direct the preparation of all financial reports including income statements, balance sheets, and other reports
• Ensure reliability and integrity of financial reporting
Accounting Activities:
• Oversee preparation of month-end, quarter-end and year-end financial statements
• Review all month-end closing activities including GL maintenance, balance sheet reconciliations and allocations
• Enhance and/or implement financial and accounting systems, processes, tools and control systems
• Manage preparation and support of external and internal audits
Teamwork:
• Interact effectively with other parts of the firm
• Become a trusted business advisor across organization
Qualifications Required Skills:
• MBA and/or CPA preferred
• Ten to fifteen years related experience and/or training; or equivalent combination of education and experience
• An experienced leader and financial executive with appropriate financial services industry experience
• An energetic, forward-thinking and creative individual with high ethical standards and an appropriate professional image
• A strategic visionary with sound technical skills, analytical ability, good judgment and strong operational focus
• A well organized and self-directed individual who is a team player
• An intelligent and articulate individual who can relate to people at all levels of an organization and possesses excellent communication skills
• An excellent negotiator who is experienced in contracts.
• A decisive individual who possesses a "big picture" perspective and is well versed in systems
• Ability to read, analyze, and interpret complex documents
• Ability to respond effectively to highly sensitive inquiries or complaints
• Ability to work independently on assigned responsibilities, as well as to accept direction on assignments
• Proactive and flexible in providing day-to-day and long-term business solutions
• Strong project management skills
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