Location: Flexible, with preference for candidates based in the following cities: St. George or Salt Lake City, UT; Las Vegas, NV; Dallas, TX; or Phoenix, AZ.
Soltis Investment Advisors is seeking an experienced Chief Financial Officer to act as a critical member of the senior leadership team and business partner to the Chief Executive Officer and Board of Directors. This is an exciting opportunity for a senior level financial executive with a proven track record in growing a business to take the company to the next level organically and via acquisitions. The CFO will develop and implement strategies that support the growth of the company and maintain best-in-class financial processes and disciplines.
Primary accountabilities of the CFO are:
- Provide strategic financial guidance to the CEO and Board of Directors, contributing to the company’s overall direction and expansion.
- Enhance operational efficiencies with the implementation of best-in-class systems, technology, and talent to support a high-growth business.
- Develop financial plans, budgets, and forecasts in line with the company’s objectives and growth trajectory.
- Produce forward looking, predictive models to provide insight into the company’s operations and business plans and proactively monitor and report progress.
- Oversee the production and review of weekly, monthly, and quarterly reporting metrics (e.g. KPIs, financial statements) to be shared with executive leadership team, Board of Directors, and/or financial sponsors.
- Provide analysis of trends in KPIs and financials to identify opportunities and risks.
- Advise the CEO on M&A strategy and support the diligence, negotiation, and integration of potential acquisitions.
- Ensure legal and regulatory compliance regarding all financial functions.
- Manage annual outside audit and tax preparation process.
- Actively manage the company’s lending relationship(s). Take leadership role in optimizing capital structure with use of leverage while appropriately managing lender forecasts, expectations and covenant compliance.
- Build a high performing finance function that is focused on accountability and great team performance.
Qualifications:
- Bachelor’s degree in finance, accounting, or business Administration. CPA or MBA preferred.
- Hands-on CFO experience in a growth-oriented, preferably private equity-backed, business.
- Experience in wealth management and financial services preferred.
- Senior management experience including regular cadence of Board of Directors and c-suite interactions.
- Prior success scaling an organization’s financial infrastructure by improving budgeting, reporting and internal controls.
- Strategic thinker with exceptional technical skills, analytical ability, and superb judgment.
- M&A execution and integration experience preferred.
- Motivated to join an entrepreneurial team of smart, driven people.
About Soltis Investment Advisors (www.soltisadvisors.com):
Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St. George, Utah with offices across the country. With more than $9.0 billion in assets under management/assets under advisement, Soltis is one of the largest and fastest-growing independently owned and operated wealth management firms in the U.S. Soltis provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). Soltis announced a capital partnership with Estancia Capital Partners and LLR Partners in May 2024.
About Estancia Capital Partners (www.estanciapartners.com).
Estancia is a specialist private equity firm investing in lower middle-market companies providing mission-critical solutions to the financial system. Estancia’s Principals have a history of successfully partnering with management teams in providing buy-out and growth capital to facilitate strategic development of portfolio companies including management buy-outs from larger financial firms, private ownership/succession transitions, growth initiatives and team lift-outs.
About LLR Partners (www.llrpartners.com):
LLR Partners is a lower middle market private equity firm committed to creating long-term value by growing our portfolio companies. We invest in a targeted set of industries, including Education, Financial Technology & Services, Healthcare, Industrial Technology, and Software. Founded in 1999 and with more than $6 billion raised across seven funds, LLR is a flexible provider of capital for growth, recapitalizations, and buyouts.
