BNY Mellon is looking for an experienced professional to fill the CFO of Wealth Management role in Boston.
The position is primarily responsible for planning, controlling, and the direction of the fiscal operations of the organization as the direct subordinate under the CEO.
Qualifications include 15+ years of experience with a CPA or MBA a plus.
Company: BNY Mellon Wealth Management
Location: Boston, MA
Description: Primarily responsible for planning, controlling, and the direction of the fiscal operations of the organization as the direct subordinate under the CEO. Serves as a member of the senior management team and participates in developing overall policies, programs, objectives and goals. Develops, implements, and administers financial and accounting policies, procedures and systems, and has a broad responsibility for the company’s fiscal operations. Maintains consistent and appropriate financial procedures throughout the company; monitors financial policies, procedures, systems and controls to ensure compliance with regulatory requirements. Directs the preparation of various financial and operating statements and reports to management, Board of Directors, etc.
Qualifications/Skills: The qualified candidate will have 15+ years of experience related to the position required. Excellent management (financial and general), presentation, communication and consultative skills required. Strong business and strategic perspective/focus, as well as superior leadership and negotiation skills, are essential. B.A./B.S. in Business or equivalent experience; M.B.A. or C.P.A. preferred. Progressive accounting and financial analysis experience with at least advanced financial management concepts and managerial accounting and reporting concepts and processes.