Deputy CFO, North America

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

The Deputy CFO will assist the CFO to direct and oversee the financial planning and analysis of the Region. You are responsible for developing, maintaining, and overseeing execution of various finance- related processes for the Americas. You are  implementing consistent processes and to create insightful reporting and create forecasts predicting future growth. 

Oversees budget process, rolling forecasts, revenue analysis, and various project-based finance initiatives and staff

Works with other department heads to monitor each department and make improvements to enhance reporting

Responsibilities:

• Forecasting and Budgeting – Review and recommend improvements to the existing forecasting and budgeting process. Evaluate the effectiveness of the process and prepare a cost/benefit analysis. Implement approved changes, monitor execution, and provide reporting. 
• Technology – Leverage existing technology or make recommendations for enhanced technology, to provide more robust analysis, and to automate manual tasks. Ensure that the team understands the capabilities and become experts. 
• Study economic trends and their impact on projections
• Analysis of monthly trading performance against budgets and forecasting including bridging and explanation of significant variances
• Financial modelling for initiatives, resource requirements
• Supporting ad hoc group financial requests
• Ensure revenues are maximized through appropriate revenue capture, implementation of inflationary increases and optimal pricing
• Support the development of business cases for new products or expansion to new markets including cost/benefit/returns
• Analyze commercial initiatives and track performance
• Provide insight and strategic recommendations to the CFO based on financial trends
• Supporting offshoring initiative through appropriate modelling
• Integration of acquisitions into forecast models
• Systems and process improvements to streamline forecasting and improve understanding
• Key competencies for position and level:
• Financial Acumen -interpreting and applying understanding of key financial indicators to make better business decisions.
• Balancing stakeholders - balancing the needs of all stakeholders for a mutually agreed outcome
• Optimizes work processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
• Manages Complexity - making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems

Qualifications

• Bachelor’s degree in Accounting-required
• Master’s degree in Accounting, or Finance strongly preferred
• Certified Public Accountant designation required
• Ten years of experience in financial management required.
• Knowledge in financial services preferred
• Excellent management and supervisory skills.
• Excellent analytical and organizational skills.
• Proficient in database and accounting computer application systems.
• Excellent written and verbal communication skills.

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Base salary $225-245k