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Chief Financial Officer

  • Location: Fort Lauderdale, FL
  • Job Type: Direct Placement
  • Ref No: 20-02474
  • Date: May 21, 2020
  • Job title:



Barbara Randazzo

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Job Description - Chief Financial Officer

 Our client is looking for a CFO to join their brokerage firm

This role will work daily with the CEO and assist him in all key financial and many key strategic avenues in growing the business, this person will be an integral part of the strategy team.


  • Assist in preparing company financial filings and pro forma financial models to the CEO
  • Prepare monthly financial statements and journal entries and present financials to the CEO
  • Manage the annual audit process (securing an and working with auditors)
  • Work with the CEO in assisting him in evaluating future business opportunities
  • Lead the effort in hiring an accounting associate to assist with accounting matters
  • Interface with banking/payments partners to ensure ongoing compliance and regular reconciliation of all banking and processing accounts


  • CPA
  • Clean Client check
  • Minimum 7 years of accounting experience;
  • Understands the importance of strong accounting procedures and controls and can create and manage meaningful KPIs;
  • Understands daily credit card and payment reconciliations especially with large numbers of customer accounts;
  • Thinks strategically, and can evaluate and communicate to the CEO/Board the value of business opportunities;
  • Detailed and precise with his facts and figures;
  • Must be proactive, demonstrate initiative, think logically, and be able to work independently, and;
  • Excellent communication skills.


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