Consultant - Chief Financial Officer (Fractional / Contract Role)

Job Description

Job Description

Arootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape.

Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry.

Our Services Include :

Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance

Providing fractional expert advisors in key operational areas for emerging and established investment firms

Offering executive, life, health, and career coaching for individuals

Delivering talent acquisition and leadership development solutions

Developing SaaS applications for enterprise and consumer use

Visit us at https : / / arootah.com / advisory for more information.

WHO WE NEED :

Arootah is searching for experienced Chief Financial Officers to consult to our client base – across the alternative investment landscape.  As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience developing, implementing, and managing the day-to-day accounting and finance functions for a leading Alternative Asset Firm or Family Office.

Direct and oversee all aspects of the Finance, Accounting, and Billing functions for the organization across all entities through the preparation of financial statements, including income statements, balance sheets, shareholder reports, tax returns and regulatory agency reports.   Own financial reporting, planning, financial analysis, budgeting, cash flow forecasting, risk management, and internal reporting to leadership, and key internal and external stakeholders.

What You'll Do

• Manage revenues and profit projections to actual figures and budgeted expenses to actual expenses; make or oversee any necessary adjustments to future projections and budgets.
• Assume full responsibility of managing the relationships and financial covenants with banks, financial partners, and outside investors.
• Oversee, manage, and approve all expenses for the management company through careful oversight and approval of all payments to vendors, service providers, compensation, and employee benefit and retirement programs; manage internal controls, accounting policies, and procedures.
• Take the lead on the company’s capital strategy including financing arrangements, lines of credit, bank loans, seed deals, capital calls, joint ventures, and partnership activity.
• Provide guidance and insights on how to scale from launch, growth, established, and winding down
• Partner with the Founder / Principal to lead the development of future financial strategies; establish annual financial goals; establish, monitor, and analyze performance against these objectives.
• Ensure the fiscal integrity of the company’s business through the enhancement and management of accounting systems, a strong control environment and checks and balances to minimize risk.
• Assist with annual audits, tax return preparation, SEC, and regulatory reporting / filings as it relates to all financial and accounting data.
• Assess resource requirements and financial impacts of new business initiatives (e.g., new products, pricing, etc.), weighing in on which initiatives should have priority and partnering with the executive team to execute.
• Best practice reviews.
• Developing realistic and effective action plans.
• Breaking apart goals into actionable steps.
• Advising on vendor selection and oversight.
• Creating and implementing policies, procedures, and control measures.
• Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.   Special projects or other areas of need.

Qualifications

Job Status

The hourly consulting rate of pay is expected to be a minimum of $275 and a maximum of $400, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience.

Join a well-funded disruptor in finance and technology.

Enjoy the flexibility of remote work and choosing your assignments.

Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join!

For more information, visit us at Arootah.com.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.