Chief Financial Officer

About Baker Street Advisors

Baker Street Advisors is a private wealth management firm serving ultra-high-net-worth families with comprehensive, thoughtful financial advice and planning. With a team of 70+ professionals and growing, we believe that great outcomes come from strong relationships within our team and with our clients. As we continue to evolve, we're seeking an experienced Finance professional to help drive excellence in financial planning and reporting that results in unique insights into how we manage our business.

Position Summary

As the Head of Finance, you will own strategic finance, FP&A, AR, AP, payroll, and tax. You will be a hands-on member of the leadership team and will partner closely with the CEO and other members of the Executive Team to shape the strategy, allocate resources, accelerate growth, and drive superior business performance. The role serves as a trusted advisor, bringing financial insight, business judgment, and effective decision-making to the most critical choices impacting the business’s long-term value creation.

This leader is responsible for ensuring the financial integrity of the business through effective planning, forecasting, risk management and internal controls. This position leads a team of 2 people and is accountable for fostering an inclusive culture and advancing Baker Street’s growth agenda.

This position reports to the CEO.

What success in this role will look like:

Drive Business Performance and Growth

• Serve as the strategic finance leader and thought partner to the CEO, influencing the development and execution of business performance and enterprise priorities
• Lead the development of long-range plans, annual operating plans, forecasts, and resource allocation decisions to achieve growth objectives and optimize financial results
• Provide objective, data-driven insights that improve decision quality, illuminate opportunities and risks, and enable timely course correction
• Drive profitable growth through leadership of portfolio, pricing, investment, innovation, and productivity decisions
• Create investor reports and financial updates as needed on a monthly basis
• Lead business resource allocation decisions to ensure resources are deployed to the highest value opportunities
• Lead financial evaluation of strategic investments, commercial initiatives, and productivity opportunities to optimize returns and long-term value creation
• Partner with cross-functional leaders to ensure people, process, and data converge to create decision advantage across the organization

Ensure Financial Stewardship, Risk Management, and Governance

• Ensure robust financial controls, compliance, and governance practices that protect company assets and maintain the integrity of financial reporting
• Identify and proactively manage financial, operational, and strategic risks impacting business performance
• Manage daily cash and short-term cash forecasting, banking relationships and corporate card and spend programs, including employee expense policies
• Oversee AP, approvals, month-end close, keeping the GL in Quickbooks clean (project and other coding; audit readiness) running the PO-to-payment flow with our purchasing and loan system
• Manage federal, state, and city tax filings, 1099s, and other tax filings related to our LLC structure
• Partner with the CEO on tax strategy, overseeing its implementation and managing indirect tax compliance across applicable jurisdictions
• Own capitalization table and manage internal equity transfers within tight deadlines
• Manage our HQ lease and key vendor and provider relationships, including corporate insurance evaluations and renewals
• Oversee external audits, ensuring accurate financial reporting and effective coordination with independent auditors to meet internal deadlines. Ensure corporate tax returns are accurate and filed on time

Lead the Finance Team by Putting People at the Center

• Develop a high-performing finance team capable of supporting current business needs while building a strong leadership pipeline for the future
• Foster a culture of accountability, inclusion, continuous improvement, and enterprise leadership
• Lead finance transformation efforts that simplify work, improve effectiveness, and leverage digital capabilities and advanced analytics

What You Bring

• Bachelor’s degree with emphasis in accounting, finance or tax; CPA required
• 10 - 15 years of progressive accounting experience, including significant leadership responsibility and experience in public accounting, preferably within the wealth advisory/investment management industry
• Deep technical expertise, including U.S. GAAP, financial reporting, internal controls and complex accounting and tax matters
• Proven ability to design, optimize, and scale accounting processes and systems in an evolving environment. Experience with finance systems design and migration; Orion experience a plus
• Strong strategic and operational judgment, ability to convey key drivers of business performance
• Excellent problem-solving skills and demonstrated ability to support complex decisions with data analysis
• Strong communication skills and a proven ability to build relationships and influence a variety of stakeholders
• A self-starter with a hands-on mindset, able to bring structure to ambiguous areas, thrive in a fast-moving environment, and maintain discipline under tight deadlines
• Passionate about auditable financial modeling and automating processes that reduce manual error and free up time for higher value work
• Experience establishing strong business and financial planning processes, budgeting, developing strategic frameworks, and driving critical financial decisions
• Experience hiring, developing and managing high-performing teams

Estimated salary range: $300,000 - $400,000

Actual compensation will be determined on an individual basis and may vary depending on experience, skills, and qualifications.

If interested, please email resume to resumes@bakerstreetadvisors.com.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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