as CFO or senior financial executive (preferably in fractional or consulting roles) Strong understanding of financial...
Salary: $120000-$140000 Is this your perfect fit? Established office with great stability Excellent work/life balance If that describes you, we need to talk! What your future day will look like: Oversee management of trust accounts...
-suite personas (e.g., CFO, CIO, COO, CDO) across all product sales Oversee client relationship mapping to the account team...
standards. Prepare monthly and annual financial statements in coordination with CFO for Executive Director and Board...
—not just fill forms. We are a Personal CFO and Wealth Coaching™ firm integrating Taxes, Investments, Insurance, and Estate...