Chief finance officer jobs in Ramapo, NY - 529 jobs
All
Chief Finance Officer
Managing Director
Chief Executive Officer
Finance Director
Finance Controller
Controller, Vice President
Chief Operating Officer
Senior Vice President
Chief Information Officer
Corporate Vice President
Finance Vice President
CFO - Chief Financial Officer New
Sbhonline
Chief finance officer job in Newark, NJ
ChiefFinancialOfficer (CFO)
Position Type: Full-Time Schedule: Monday-Friday, Standard Business Hours Salary: DoE
We are seeking an experienced and strategic ChiefFinancialOfficer (CFO) to oversee all financial operations across a multi-entity, multi-property real estate portfolio. This role is responsible for full financial leadership, including cash management, accounting oversight, reporting, compliance, and coordination with external accountants, banks, and partners.
The CFO will play a critical role in maintaining financial integrity, optimizing operations, supporting ownership with clear reporting, and ensuring timely execution of all financial obligations. This position requires deep real estate accounting experience, strong leadership, and the ability to manage complex financial structures with precision.
Key Responsibilities Financial Leadership & Strategy
Oversee all financial operations across multiple properties and entities
Maintain accurate, timely financial records and reporting
Develop and maintain clear monthly, quarterly, and annual financial reporting packages
Serve as the primary financial liaison to ownership, banks, and external accountants
Banking & Cash Management
Oversee all bank accounts and monitor daily balances
Ensure adequate liquidity and proper cash allocation
Perform and review monthly bank reconciliations for all accounts
Payroll Oversight
Coordinate payroll processing with third-party payroll provider
Ensure payroll accuracy, compliance, and timely processing
Manage monthly payroll bill-backs between affiliated entities
Tenant Bill-Backs & Reconciliations
Oversee tenant bill-backs on a monthly, quarterly, and annual basis
Manage year-end reconciliations for CAM, utilities, insurance, real estate taxes, and related expenses
Accounts Receivable (A/R)
Oversee rent collection through physical checks, ACH, and RentCafe
Ensure accurate posting of receipts into Yardi
Oversee monthly tenant invoicing via Yardi Breeze
Accounts Payable (A/P)
Oversee processing of all invoices across entities
Ensure accurate entry of invoices into Yardi
Review and approve A/P schedules prior to payment processing
Insurance, Compliance & Controls
Ensure all insurance premiums are paid timely
Ensure leasing commissions are paid accurately and on time
Maintain strong internal controls and compliance across all financial operations
General Ledger & Recordkeeping
Oversee maintenance of general ledgers for each property and management entity
Ensure all financial and tenant records are properly maintained in Yardi, Dropbox, and internal systems
Financial Reporting
Prepare and oversee delivery of:
Monthly P&Ls per property (with quarterly budget comparisons)
Monthly portfolio-level P&Ls and YTD reporting
Monthly balance sheets per property and portfolio
Quarterly management company P&Ls
Month-End & Year-End Close
Oversee month-end close on a cash basis
Manage year-end close, including GL tie-outs and adjustments
Provide trial balances and financials to external accountants
Oversee preparation and distribution of K-1s to property owners
Mortgages, Taxes & Fees
Ensure all mortgage payments are made and properly recorded
Set up recurring wires where necessary
Ensure real estate taxes are paid for applicable properties
Calculate and prepare monthly management fee schedules
Utilities, Development & Special Projects
Ensure utilities are paid and recorded accurately across all properties
Oversee payment of development-related expenses per contractual requirements
Track and properly allocate acquisition-related costs
Bill partners quarterly for shared acquisition expenses
Credit Card Oversight
Review and approve all credit card charges
Ensure timely payment of balances
Allocate expenses correctly across entities
External Relations
Respond to bank requests for financial documentation
Work closely with external accountants on audits and tax filings
Access & Authority
View-only access to all bank accounts (no check signing or fund transfers)
Qualifications
Extensive experience in senior-level accounting or financial leadership
Strong real estate accounting background required
Proficiency with Yardi (Breeze or Voyager preferred)
Advanced Excel and financial reporting skills
Experience managing multi-entity, multi-property portfolios
Highly organized, detail-oriented, and dependable
#J-18808-Ljbffr
$117k-218k yearly est. 4d ago
Looking for a job?
Let Zippia find it for you.
Chief Financial Officer
ACG Cares
Chief finance officer job in Newark, NJ
Rutgers, The State University of New Jersey, is seeking a ChiefFinancialOfficer for the Department of Finance within the School of Nursing. Under the direction of the Senior Vice Dean/Associate Vice Chancellor, and with dotted line reporting to the Dean, the ChiefFinancialOfficer is responsible for the effective and efficient operations of the School of Nursing's financial affairs and business-related activities.
Duties include:
Plans, implements, maintains, and oversees financial activities in areas of budget development, internal control and approval, payroll, accounting and financial reporting, audit and faculty practice plans, student billing and tuition, as well as other business-related matters to ensure the smooth operation of the School and its overall compliance with the University's policies and procedures.
Develops and implements internal fiscal and administrative policies and procedures in accordance with the University's policies and procedures. Recruits, directs, and manages finance staff within the Finance Department.
Directs and reviews monthly financial statement with related analysis and reconciliation to ensure its timely preparation and submission, appropriate recording of financial transactions and proper reporting of the School's financial position.
Directs and oversees the preparation and submission of quarterly financial projections with all funding sources inclusive.
Provides analysis and explanations on budgetary variances and to ensure financial solvency of the School.
Conducts monthly finance meeting with the Dean and Senior Vice Dean, updating on the financial status of the school and provides feedback and recommendation on any budgetary issues and financial concerns.
Provides oversight and responds to all requests from Rutgers Central Offices and the RBHS Chancellor's Office for budgeting, financial operation, system implementation and other business processes related initiatives.
City: Newark
State: NJ
Posting Number: 25ST2305
#J-18808-Ljbffr
$117k-218k yearly est. 3d ago
Global VP, Corporate Controller & Finance Leader
Beacon Roofing Supply, Inc. 4.4
Chief finance officer job in Greenwich, CT
A leading roofing supply company is seeking an experienced Financial Reporting and Accounting Leader to oversee corporate accounting and financial reporting. The ideal candidate will have a CPA and significant experience in M&A, along with over 12 years in accounting leadership roles. This position requires strong international accounting operations knowledge and the ability to lead cross-functional teams in a dynamic environment. The salary range is competitive, reflecting the responsibility and expertise required.
#J-18808-Ljbffr
$150k-205k yearly est. 3d ago
Global SVP, Real Estate & Facilities
World Wrestling Entertainment, Inc. 4.6
Chief finance officer job in Stamford, CT
A leading sports and entertainment company is looking for a Senior Vice President, Real Estate & Facilities to shape and manage their global real estate portfolio. This role involves overseeing property acquisitions, ensuring operational excellence, and leading a high-performance team while aligning facilities with business strategies. Ideal candidates should have significant experience in real estate management and possess excellent leadership and negotiation skills.
#J-18808-Ljbffr
$178k-244k yearly est. 3d ago
ReferWell Names Kevin Healy Chief Executive Officer
Referwell Names Kevin Healy
Chief finance officer job in Stamford, CT
ReferWell announces the appointment of Kevin Healy as Chief Executive Officer. Healy will officially assume the role on April 1, 2025.
Healy brings more than 25 years of healthcare industry experience spanning leadership roles across health plans, provider organizations, and healthcare technology firms. His expertise includes strategic business growth, operational transformation, and the integration of innovative solutions to enhance patient access and care coordination. Healy has led teams to improve clinical and financial outcomes. He previously held leadership roles at Optum, where he oversaw major business units and helped shape strategies that improved efficiency and patient engagement, and at Inspiris as Chief Growth Officer, where he led sales and marketing. He also served as chairperson of the RISE conference and sat on the advisory committee for more than 14 years.
“I am excited to be joining ReferWell as CEO at such a pivotal time for the organization,” said Kevin Healy. “The company's mission to streamline access to care closely aligns with my passion for healthcare innovation. In the new role I look forward to leveraging my deep experience in healthcare technology to enhance our Care Access Complete offering, drive growth, and ensure that more patients receive the timely and efficient care that they deserve.”
Healy joins ReferWell following the transformational work of Vytas Kisielius, who led the company's efforts to elevate care access through innovative solutions that improve patient engagement and health outcomes.
“I greatly value Vytas Kisielius' leadership and contributions over the past nine years, and I am delighted to welcome Kevin Healy to ReferWell to build on the strong momentum achieved during Vytas' tenure as we continue to execute on our mission to get people to the care they need,” said Gene Huang, Executive Chairman of the Board. “I believe that Kevin's experience scaling healthcare solutions, fostering strategic partnerships, and leveraging technology to solve critical industry challenges will be key to our success expanding the reach and impact of ReferWell across the healthcare ecosystem.”
ReferWell began with a simple but impactful goal: making it easy for patients to find and schedule appointments at the point of care. Since its launch in 2015, the company has evolved its offerings to enable healthcare organizations to elevate care access through its scheduling platform, member engagement strategies, and hands-on program management. ReferWell continues to work with health plans and providers to drive success in value-based care arrangements, helping them overcome administrative hurdles, match members with the right care, and drive outcomes.
In 2025, the company aims to identify new opportunities to apply its care scheduling platform and care concierge service to break down barriers to obtaining and delivering care. ReferWell is connecting data and empathy to positively impact patient health outcomes and improve access to care.
About ReferWell
ReferWell is a digital healthcare company focused on helping health plans and provider organizations manage value by helping more people get on, and stay on, their healthcare journey. With a mission to transform access to care and improve patient engagement, ReferWell's Care Access Complete platform and care concierge services remove administrative burdens from health plans, providers and patients to connect patients with care and improve their experience and outcomes. ReferWell, headquartered in Stamford, Connecticut, supports plans and providers responsible for more than 10 million covered lives across the U.S. For more information, visit ReferWell.com.
#J-18808-Ljbffr
$145k-271k yearly est. 2d ago
Mauro Schnaidman named as Managing Director in Miami, Florida
Georgiachron
Chief finance officer job in Florida, NY
MIAMI - GeorgiaChron
STS Capital Partners is pleased to announce the appointment of Mauro Schnaidman as a Managing Director, based in Miami, Florida. He is a globally accomplished executive, M&A advisor, Board Member, and mentor with over 30 years of leadership across Consumer Products, Retail, E-commerce, and DTC industries in the U.S., Latin America, and Europe. Known for driving transformative, purpose‑led growth in public and private companies, he brings deep expertise in M&A, business turnarounds, and international expansion.
As Managing Director, Mauro leverages his international mindset and strategic insight to guide founders and family business owners through the complexities of exits, helping them navigate both the financial and emotional dynamics of transition.
Mauro's career has spanned leadership roles with respected consumer brands, playing a pivotal role in many large and medium‑size M&A transactions during his tenure at Jafra Cosmetics and Sara Lee, including selling and buying companies in Europe, Latin America, and the United States. As Global CEO of Jafra Cosmetics International, he revitalized the century‑old business, repositioning the brand, overhauling R&D, expanding into new markets, developing digital infrastructure, and fostering a high‑performance, innovation‑driven culture. As President of Sara Lee Southern Europe, Mauro doubled the company's size and profits, delivering market‑disrupting growth by restructuring operations, modernizing the brand portfolio, and building strategic retailer partnerships. Earlier, he held senior executive positions at Revlon, PepsiCo, and Unilever in Latin America, where he led market share gains, revenue acceleration, and key acquisitions.
He currently serves on the Dinastia Holdings Board in Brazil, overseeing a portfolio of over 80 companies, where he actively participates in shaping M&A strategies and evaluating potential transactions. Additionally, as a Senior M&A Advisor to global investment boutiques, Mauro has advised on numerous cross‑border deals, ensuring value maximization for stakeholders in complex transactions.
About STS Capital Partners
STS Capital Partners is a global sell‑side M&A firm that serves private, founder, and entrepreneurial business owners on the journey to achieving an Extraordinary Exit™. With extensive global relationships, a world‑class team, and a proven deal process, the firm brings international strategic buyers and investors to the table who deliver maximum financial value. The firm also inspires charitable donations through its Success to Significance™ program, aiming to raise billions of dollars in new philanthropic and impact capital to support charities such as Altruvest, Knowledge Impact Network, and DignityMoves.
Contact
Samantha Kelln
***@stscapital.com
Visit ******************
#J-18808-Ljbffr
$136k-250k yearly est. 1d ago
Chief Executive Officer
Spectrum for Living 4.4
Chief finance officer job in River Vale, NJ
The Moran Company is pleased to partner with Spectrum for Living Development, Inc. to recruit the organization's next President & CEO.
Founded in 1978 by parents of children with developmental disabilities, Spectrum for Living's primary goal is to develop a total lifetime program to meet the needs of this population and remedy service inequities.
Spectrum provides a wide variety of comprehensive services for up to 1,000 individuals with disabilities, including an Intermediate Care Facility, 14 residential group homes, 5 supervised apartments, and 5 adult day programs across Bergen, Passaic, and Middlesex counties in New Jersey. Additional services include case management, respite, supported employment, and recreation.
Spectrum operates with a $48 million budget and employs 600 staff. Its administrative office is in River Vale, New Jersey, an upscale, safe, family-friendly suburb with highly rated public schools and easy access to Manhattan.
The President/CEO serves as the Administrative Agent of Spectrum for Living. This position provides leadership and overall management by administering a delivery system of comprehensive services/supports in accordance with the organization's mission and implementing policies and programs approved by the Board of Trustees (Board).
This managerial position holds full authority and responsibility for all employees through an organized supervisory system. The CEO has the authority to exercise independent judgment, establish policies and procedures, and ensure all control systems are in place for the effective and efficient management of the organization.
This position requires a Bachelor's degree; a Master's degree in business/nonprofit management, finance, and/or Health and Human Services is strongly preferred. Ten years of increasingly responsible executive management experience is required, in the developmental disabilities, human services or healthcare sector. Also required is a comprehensive knowledge of laws and regulations from DHS/DDD, DHSS, HUD, HCFA, OPWDD, SED, Department of Health, and other regulatory agencies.
The projected compensation for this position will be in the $350,000 to $375,000 range, commensurate with education and experience. Compensation is supplemented by a strong benefits package, including medical, prescription & vision, dental, life insurance, long-term disability, and a 403(b) plan. Relocation expenses are negotiable.
The Moran Company is conducting the search for the Spectrum for Living, Inc. President/CEO. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.
To apply for this position, submit a cover letter and resume to Ann Graff at the Moran Company, via the secure online portal. Resume should include all professional experience, dates of employment (month and year), position/title, and organization names. Cover letters should articulate relevant experience and fit with the stated preferences of the position. See Full Position Profile or APPLY NOW.
$350k-375k yearly 5d ago
U.S. Private Bank - Private Banker - Managing Director - JPMorganChase - Washington, DC
CFA Institute 4.7
Chief finance officer job in Greenwich, CT
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Managing Director, Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities and Skills
Fifteen plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities and Skills
Proactive, takes initiative, and uses critical thinking to solve problems
MBA, JD, CFA, or CFP preferred
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
#J-18808-Ljbffr
$236k-454k yearly est. 4d ago
Managing Director - Open Arts Alliance (TYA/Educational Theatre Company)
Cultural Alliance of Fairfield County
Chief finance officer job in Greenwich, CT
Open Arts Alliance (OAA) is a mission-driven educational theater company in Greenwich, Connecticut which empowers youth through inclusive, high-quality theatrical experiences. We're seeking a visionary Managing Director to join our full-time team and guide the organization's next chapter of financial growth and community impact.
This is an exciting opportunity to join a creative, collaborative team at a pivotal moment-working closely with the Artistic Director, Director of Programs and Board of Directors to shape OAA's long-term sustainability, expand access to the arts, and deepen our roots in the community through sustainable efforts.
Key Responsibilities:
The Managing Director will lead and drive finances, budgets, and regulatory compliance. Experience in financial modeling is preferred.
Identify, prioritize and lead fundraising efforts, donor cultivation, and grant writing initiatives.
Identify new streams of revenue to increase sustainability and make programs more accessible in alignment with the non-profit's mission.
Manage growth of current streams of revenue as well as newly identified sources of earned and unearned income.
Collaborate with Artistic Director, Director of Programs and Artistic Associate to hire faculty and employees as needed- supervising contracts and onboarding.
Support high-performing staff of full and part time employees.
Serve as a public-facing ambassador at non-profit leadership and community events with stakeholders.
Work with Artistic Director and board of directors to cultivate volunteer and board interest from community members.
Develop sponsorship and community partnership programs in collaboration with the vision of the staff.
Qualifications:
Minimum 5 years in executive leadership roles in nonprofit arts.
Experience in Quickbooks preferred.
Strong budgeting and financial oversight experience.
Demonstrated success in fundraising, donor relations, and grant writing.
Excellent communication, leadership, and relationship-building skills.
Deep commitment to inclusion and access in the arts.
Familiarity with lower Fairfield County's cultural landscape is a plus.
Business background and relevant college education preferred.
If you're passionate about arts education and nonprofit leadership, we'd love to hear from you.
Please submit your resume and a brief cover letter outlining your vision for this role to *************************. Applications will be reviewed on a rolling basis.
#J-18808-Ljbffr
$120k-221k yearly est. 2d ago
VP, Financial Consultant - Mt. Kisco, NY
Charles Schwab 4.8
Chief finance officer job in Mount Kisco, NY
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$105k-192k yearly est. 3d ago
Mergers & Acquisitions Tax Managing Director, State and Local Tax
BDO Capital Advisors, LLC
Chief finance officer job in Stamford, CT
The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office's / region's Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.
Job Duties:
Research
Identifies all situations when research is necessary, and conducts appropriate investigation on identified topics
Analyzes researched facts and the sources utilized
Prepares studies of tax implications and outlines alternative courses of action to clients
Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters
Tax Compliance
Ensures clients comply with applicable authorities while identifying options for minimizing the client's tax and reporting burdens
Manages engagements to ensure engagement metrics are achieved
Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings
Tax Consulting
Handles all inquiries from federal and state agencies regarding all tax issues and questions
Drafts responses to examiner questions and challenges
Monitors implementations of work plans for tax consulting projects
Provides recommended solutions by combining tax knowledge and knowledge of business / industry
Tax Controversy
Represents clients before any tax authority on contested issues
Responds to all questions from federal or state agencies
Acts as industry expert in SALT
Identifies cross-selling opportunities with other tax specializations
Manages SALT services provided to assigned clients
Develops tools and/or improvements allowing for enhance the efficiency or services of the SALT practice
Accounting for Income Taxes - SFAS109
Prepares tax accrual workpapers
ASC740-10
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48
Recognizes, measures and documents financial benefits to clients
Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
Participates in relevant industry groups
Leads marketing campaigns and external SALT initiatives
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software
Evaluates the performance of STS SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Managers, Managers and Staff
Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting or other relevant field required
Master's degree in Accounting, Taxation or other relevant field preferred
Juris Doctorate preferred
Experience:
Ten (10) or more years of prior SALT experience required
Prior experience supervising tax professionals on a project or engagement basis required
Prior experience preparing and/or reviewing tax provisions high preferred
Prior experience with corporate taxation, consolidations and partnerships preferred
License/Certifications:
CPA certification or other relevant certification preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
Exposure to and familiarity with standard tax applications and research tools preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effectively managing a team of tax professionals, and delegating work assignments, as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 1055 Washington Blvd, Stamford, CT, 06901, US 626 Washington Pl, Pittsburgh, PA, 15219, US 1801 Market Street, Philadelphia, PA, 19103, US One Bush Street, San Francisco, CA, 94104, US 15 One International Place, Boston, MA, 02110, US
#J-18808-Ljbffr
$120k-221k yearly est. 3d ago
U.S. Private Bank - Private Banker - Managing Director
U.S. Bankruptcy Court-District of Ct
Chief finance officer job in Stamford, CT
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. You will be working alongside a team of talented colleagues from other markets, businesses and functions to take your career to the next level.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Generate business results and acquire new assets, both from existing client base and new client acquisition.
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic, goals‑based planning approach.
Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
Required Qualifications, Capabilities, and Skills
Six plus years of work experience in Private Banking or Financial Services.
Bachelor's Degree required.
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
Proven sales success and strong business acumen.
Strong community presence with an established network.
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
Focuses on the client experience and works tirelessly on the client's behalf.
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred.
Proactive, takes initiative, and uses critical thinking to solve problems.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
About Us
J.P. Morgan Chase & Co. is an equal opportunity employer. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Benefits
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
#J-18808-Ljbffr
$120k-221k yearly est. 3d ago
Finance Director
Universal Steel 4.0
Chief finance officer job in Fort Lee, NJ
USP Management, Inc. is seeking a strategic and forward-thinking Finance Director to lead long-term financial planning, investment strategy, and M&A evaluation initiatives for our $95M steel distribution business. This high-impact leadership role is focused on corporate finance and strategic initiatives rather than day-to-day accounting or operational functions. The role will also involve collaborating cross-functionally to drive financial insight and support strategic decision-making. The ideal candidate will bring corporate finance expertise, a collaborative mindset, and the ability to assess financial risks and opportunities as the company prepares for continued growth and potential acquisition scenarios.
Responsibility Areas: 1. Strategic Financial Planning
Lead company-wide financial modeling, including long-term revenue forecasts, cash flow projections, and scenario planning.
Collaborate with accounting to analyze monthly results and extract strategic insights for leadership.
Advise CEO and ownership on capital allocation decisions, liquidity optimization, and profitability improvements.
2. Investment & Asset Strategy
Coordinate with investment advisors to evaluate opportunities across public markets, commercial real estate, and strategic funds.
Conduct diligence on commercial real estate investments, especially those involving corporate-owned assets or surplus capital.
Recommend financing structures to optimize returns and mitigate financial risk.
3. Corporate Development and M&A Readiness
Prepare the business for a potential acquisition or strategic sale, including identifying valuation drivers, building pitch materials, and coordinating with brokers or bankers.
Identify and initiate contact with strategic or financial buyers aligned with our industry and goals.
Drive internal readiness through KPI benchmarking, margin analysis, and process documentation.
4. Monthly Financials-Strategic Oversight
Review and validate monthly financials for accuracy and consistency prior to external reporting.
Analyze and interpret revenue, margins, cash flow, and KPI to provide strategic insights.
Act as the primary liaison for bank reporting, preparing financial commentary, and ensuring covenant compliance.
Update cash flow and revenue forecasts using monthly financial results and conduct scenario planning.
Recommend operational or pricing adjustments based on financial trends.
Prepare executive summaries and dashboards for ownership, advisors, and potential acquirers.
5. Cross-Functional Collaboration & Reporting
Partner with logistics, sales, and accounting to align financial strategy with business operations.
Develop ownership dashboards and executive summaries to track strategic goals.
Liaise with banks, ensuring financial accuracy, covenant compliance, and timely reporting.
Minimum Qualifications:
8-12 years of experience in corporate finance, investment banking, FP&A, or private equity.
Strong proficiency in financial modeling and valuation methodologies (DCF, LBO, market comps).
Demonstrated experience in advising or preparing mid-sized businesses for strategic sale or recapitalization.
Ability to work cross-functionally and communicate effectively with legal, investment, and real estate partners.
Prior experience in industrial, distribution, or asset-heavy business environments.
Bachelor's degree in Finance, Economics, Business, or a related field.
Bilingual proficiency in English and Korean.
Preferred Qualifications:
Advanced degree (MBA or equivalent) or professional certifications (e.g., CFA, CPA) in Finance, Economics, Business, or a related field.
Familiarity with transaction readiness, pitchbook development, and investor communications.
Work Hours:
Full‑Time (Monday - Friday, 8:30 AM - 5:30 PM)
Embark on an exciting career adventure with us, where we prioritize your well‑being and ongoing professional development. Enjoy a competitive salary and a comprehensive benefits package, including Medical, Dental & Vision Insurance, Paid Vacation, Sick Days & Holidays, Performance Bonuses, Educational Training Reimbursements, Employee Referral Incentives, Lunch Fringe Allowance, Team Lunches/Dinners, Fitness Membership Reimbursements, Employee Birthday Gifts, Service Year Awards, and much more. Join our vibrant team, where we actively seek individuals with the talent and skills to drive our continuous growth and success. Come be a part of something extraordinary!
USP is an Equal Opportunity/Affirmative Action Employer - M/F/Disabled/Vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
For any inquiries, please reach out to ****************************.
#J-18808-Ljbffr
Symphony Orchestra CEO: Lead Growth & Community Impact
Orchestra Lumos
Chief finance officer job in Stamford, CT
A leading symphonic organization in Stamford, Connecticut, is seeking an experienced President & CEO to lead its operations and growth. The ideal candidate will have a strong background in orchestra management, proven fundraising skills, and a passion for cultivating relationships within the community. This role offers a salary range of $130,000 to $160,000, plus benefits, and requires on-site presence at least three days a week.
#J-18808-Ljbffr
$130k-160k yearly 1d ago
Financial Controller
Spectrum Staffing Services/Hrstaffers Inc.
Chief finance officer job in East Hanover, NJ
The Financial Controller plays a critical leadership role overseeing accounting operations, financial reporting, and compliance activities for a U.S.-based organization operating within a highly regulated environment. This position blends strategic financial oversight with hands-on execution, offering the opportunity to influence business performance, lead a small finance team, and collaborate with cross-functional partners. The role provides exposure to international reporting requirements, operational logistics, and executive decision-making.
RESPONSIBILITIES
Oversee monthly, quarterly, and annual close activities, ensuring accurate and timely financial statements.
Analyze profit and loss results, with a strong focus on revenue trends, operating expenses, and cost controls.
Develop and manage annual budgets, forecasts, and ongoing variance analysis to support leadership planning.
Lead and mentor a finance team responsible for accounts payable, accounts receivable, and general accounting.
Review payroll-related accounting entries and maintain accurate employee financial records.
Act as the primary financial contact for third-party logistics partners, reviewing invoices, chargebacks, returns, and inventory discrepancies.
Oversee credit approvals, monitor receivables aging, and support timely cash collections.
Manage required regulatory and compliance reporting, including government pricing submissions and transparency reporting.
Coordinate and lead internal and external audits, serving as the main financial point of contact.
Ensure required business and operational licenses remain active and compliant across all applicable jurisdictions.
Support sales operations through incentive compensation calculations, expense auditing, and fleet program oversight.
Manage financial aspects of imported goods, partnering with logistics and regulatory stakeholders to resolve issues.
Collaborate with IT partners to maintain secure financial systems, payment processing, and compliance standards.
Support onboarding processes by ensuring financial system access, expense tools, and corporate resources are established.
QUALIFICATIONS
7-10+ years of progressive accounting or finance experience, including leadership responsibility.
Prior experience in a Controller or Accounting Manager capacity.
Background in a regulated industry such as pharmaceuticals, life sciences, or healthcare strongly preferred.
Bachelor's degree in Accounting or Finance; advanced credentials such as CPA or MBA are advantageous.
Strong working knowledge of U.S. tax requirements, multi-state compliance, and financial reporting standards.
Experience working with ERP systems and expense management platforms.
Demonstrated ability to lead teams, manage competing priorities, and partner across departments.
BENEFITS
High-visibility leadership role with direct impact on business strategy and financial performance.
Exposure to international operations and collaboration with global stakeholders.
Opportunity to lead and develop a dedicated finance team.
Broad scope of responsibility offering career growth and skill diversification.
Competitive compensation and comprehensive benefits package.
Stable, long-term role within a growing and regulated industry.
$88k-142k yearly est. 2d ago
Position: Director of Finance
United Way of Westchester and Putnam
Chief finance officer job in White Plains, NY
Finance Director
Reports To: ChiefFinancialOfficer
Category: Full Time, exempt
Location: White Plains, NY (In-Person 4 Days, Remote 1 Day at the discretion of supervisor and when scheduling permits it)
Salary: $80,000 to $85,000
Summary of the Position
As a senior member of the United Way of Westchester and Putnam's Finance Department, this position will be a resource for analytic support on operations and strategic projects and play a key role in the management of the organization's annual budget, general accounting, financial reporting and analysis, revenue management, accounts receivable, accounts payable, audits, and grant vouchering.
Please note, this position will be on a fast track for promotion should the candidate excel in their role.
About the Organization
At the United Way of Westchester and Putnam (UWWP) we believe that WE ARE STRONGER TOGETHER and that it is only by being UNITED that we can change the world for the better.
In Westchester and Putnam, more than 40 percent of households are living in poverty or paycheck to paycheck, what we call ALICE (Asset Limited, Income Constrained, Employed). These are often hardworking families struggling to make ends meet and provide a better life for their children. But for these families, when funds run short, they are forced to make impossible choices between childcare, paying the rent, filling a prescription, or fixing a car. They are our preschool teachers, home health aides, and retail salespeople - workers essential to keeping all our communities and economies humming, yet who struggle to pay their own basic bills.
We achieve results in three ways. First, by investing dollars or essential goods in programs with proven results. Second, by providing direct services to the community, such as our free 211 Information and Referral Helpline, our Ride United Food Distribution program, our Education United free, bilingual Afterschool Program, and so much more. And finally, by fostering collaborations with community stakeholders, leaders, and partners to change the way we look at and solve problems. Every year, we collaborate with hundreds of nonprofit partners and governmental agencies, and our work positively impacts hundreds of thousands of individuals.
Our United Way has a $11 million budget and 35 FT and 50 PT staffers, who collectively generate almost $36 million in impact for Westchester and Putnam families in crisis.
Our United Way has a purpose-driven, results-oriented, caring culture, that prioritizes the greater good, working hard, and getting things done, while building mutual trust amongst our teammates, taking risks, and having fun in the process.
Core Responsibilities
Oversee core accounting activities to ensure accurate and timely reporting, accounts payable, accounts receivable, and payroll processing.
Manage two accountants and interface with multiple departments on grant reporting.
Oversee all timely grant vouchering to ensure accuracy.
Perform monthly closing activities to include reconciliation and analysis.
Ensure revenue and expense transactions are properly recorded.
Provide support for annual audit and 990.
Assist CFO in management of all accounting operations.
Improve process efficiencies and document procedures.
Job Requirements Professional Characteristics
Develop and maintain positive professional relations with all staff, departments, service providers, representatives, and volunteers.
Ability to work effectively in a team environment in addition to self‑directed situations with minimal day-to-day supervision.
This position requires a highly organized individual, with excellent follow‑up skills and attention to detail, as well as the ability to plan and administer multiple concurrent projects on time and in an efficient manner.
Utilize good management and leadership techniques and possess problem solving and decision‑making abilities.
Work in a highly collaborative manner to accomplish key projects and initiatives and day-to-day operations through genuine teamwork.
Position requires strict adherence to professional, dignified behavior, confidentiality and protection of donor information, and respectfulness whether within the workplace, other not-for-profits, or in the community.
Technology
Demonstrated proficiency in MS Office Suite (including Excel) as well as various Government Grant Portals and QuickBooks (online).
Education and Experience
Bachelor's degree required in finance, accounting, or a related field.
Additional experience in payroll and human resources is helpful.
At least five years of professional experience with some prior nonprofit work preferred.
Other Requirements
UWWP is considered an “Essential Crisis Response Business” by New York State. Thus, during times of declared disaster, you may be asked to assist with emergency response duties as necessary.
For all External and Internal applicants
UWWP is committed to fostering a workplace culture that values all perspectives, promotes fair treatment, welcomes full participation at all levels, and upholds the highest standards of respect and professionalism in all interactions. We understand that by valuing the visible and invisible qualities that make everyone who they are and welcoming their unique perspectives, backgrounds, and experiences we further advance our mission, support our communities, and strengthen our organization.
Any applicant that is disabled as defined under the American Disabilities Act (herein referred to as the ADA) must be able to perform the essential job functions as listed herein either unaided or with the assistance of a reasonable accommodation to be determined by management on a case‑by‑case individual basis.
Statements in this job description are intended to describe the general nature of the work being performed and are not intended as a complete, comprehensive list of all responsibilities, skills required for the position, or duties.
How to Apply
Please send your resume via email to Richard Moore at ***************. Please reference “Finance Director Position” in the subject line.
Because of the sheer volume of applicants expected, no calls please.
#J-18808-Ljbffr
$80k-85k yearly 1d ago
Virtual Chief Information Officer (vCIO)
Charles It
Chief finance officer job in Stamford, CT
Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive
We're seeking a highly qualified Virtual Chief Information Officer (vCIO) to join our team. This strategic role serves as the primary liaison for assigned clients, addressing both technical escalations and business objectives. The ideal candidate will be client-focused, collaborative, exceptionally organized, and detail-oriented.
Responsibilities
Act as a strategic advisor, aligning client technology with business goals.
Deliver executive-level insights and communicate effectively with both technical and non-technical stakeholders.
Ensure client environments are secure, scalable, and optimized for performance and growth.
Develop IT roadmaps, lead business reviews, manage budgets, and uphold compliance standards.
Build and maintain strong client relationships, serving as the primary point of contact and escalation.
Mentor internal team members and foster collaboration across departments.
Identify gaps and partner with technical teams to scope and prioritize initiatives.
Ensure alignment with industry best practices and regulatory requirements.
Qualifications
5+ years of experience in IT consulting, account management, or technical leadership, ideally within the MSP space.
Proven success in strategic IT planning, budgeting, and engaging with C-suite stakeholders.
Strong business acumen with the ability to align technology with business strategy.
Industry certifications (e.g., MCSA, VCP, CCNA) are a plus.
Proficiency with ConnectWise, Cisco, Meraki, Datto, VMware, Office 365, and advanced Mac OS support preferred.
Excellent multitasking, prioritization, and follow-through in a fast-paced, collaborative environment.
Highly organized, detail-oriented, and self-motivated with minimal supervision.
Must be able to pass a background check and hold a valid U.S. driver's license.
Benefits
Charles IT offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, paid holidays, PTO, 401(k), and performance-based bonuses. Team members also enjoy ongoing training, professional development, quarterly team-building events, and a collaborative workplace culture.
Commitment to Inclusion
Charles IT is an equal opportunity employer committed to fostering an inclusive and respectful work environment. We welcome diverse backgrounds and perspectives and do not discriminate based on any protected characteristic.
#J-18808-Ljbffr
$119k-189k yearly est. 2d ago
ReferWell Appoints Imad Ahmed as Chief Operating and Product Officer
Referwell Names Kevin Healy
Chief finance officer job in Stamford, CT
ReferWell Appoints Imad Ahmed as Chief Operating Officer and Chief Product Officer (COO/CPO).
Published: September 3, 2025
Responsibilities
Oversee ReferWell's operations and product strategy to evolve offerings for healthcare payers and providers.
Combine COO and CPO roles to ensure products are market-ready and deliverable on time, supporting access to care.
Lead acceleration of innovation, including AI initiatives, drive operational excellence, and improve overall efficiency.
Qualifications
Proven leadership across payers, providers and healthcare technology companies with a track record of scaling solutions that improve access, engagement and outcomes.
Prior roles at UnitedHealth Group and Universal Health Services, launching new product lines and digital platforms that generated billions in revenue and improved care for millions of patients.
Experience as Interim CEO of Reflectica AI and on the Advisory Board of Prescient Healthcare.AI, advancing digital transformation and predictive analytics in value-based care.
About ReferWell
ReferWell is a digital health company focused on getting people to the doctor, period. With a mission to make healthcare easier and more accessible, ReferWell guides individuals to the right doctor, at the right place and time, through personalized care navigation and point-of-care scheduling. By eliminating barriers and simplifying access, ReferWell boosts engagement, improves outcomes, and delivers real results for health plans and providers. Headquartered in Stamford, Connecticut, ReferWell supports plans and providers responsible for more than 10 million covered lives in the United States and is working toward a future where integrated scheduling technology is embedded in every health plan and provider platform.
#J-18808-Ljbffr
$130k-228k yearly est. 2d ago
Orchestra Lumos CEO
Orchestra Lumos
Chief finance officer job in Stamford, CT
President and CEO Orchestra Lumos Stamford, ConnecticutOrchestra Lumos invites nominations and applications for the position of President & CEO, available in the Fall of 2025. Russell Jones, who has served in the role since 2017, has announced that he will step down at the end of the year. A Search Committee has been formed to identify the next President & CEO and has engaged the Catherine French Group to assist them in recruiting a strong chief executive who will partner with Music Director Michael Stern to lead the continued growth and development of Orchestra Lumos.The Orchestra
Orchestra Lumos brings live symphonic music to nearly 15,000 residents annually across Fairfield County, Connecticut, the most populous county in the state. Formed in 1919 and established as a not-for-profit organization in 1967, the Stamford Symphony was rebranded as Orchestra Lumos in 2022 as it introduced an ambitious plan for growth and a renewed sense of purpose to increase its reach and its impact by bringing music to audiences and the many diverse communities of Fairfield County. Uniting the passion of the region's most talented musicians to create exhilarating artistic experiences, Orchestra Lumos aims to inspire, connect, and strengthen the communities it serves throughout the County.
Orchestra Lumos performs at the 1500-seat Palace Theatre in Stamford and in the 2025-26 Season will also appear at the Quick Center on the campus of Fairfield University in Fairfield, CT. The Small Space Series presents musicians in intimate venues throughout the County. Family Fun offers movie, Broadway, and holiday programming for audiences of all ages. Orchestra Lumos partners with a number of Fairfield County community and education organizations to bring music and musical experiences people in schools, libraries, community centers, hospitals, and rehab facilities. The 2025-26 Season is inspired by the 250 th anniversary of the founding of the United States; all artists and repertoire are connected to America and will celebrate America's national treasures.
The Orchestra operates under a collective bargaining agreement with AFM Local 802, the New York local that also represents Fairfield County. Talented professional musicians from New York, New Jersey, and Connecticut come to perform with Orchestra Lumos and to work with Music Director Michael Stern, who has led the orchestra to critical acclaim for the past five years. Solo artists of the highest international stature appear with Orchestra Lumos on a regular basis.
Orchestra Lumos is governed by a Board of 19 community leaders and has a core team of five full-time staff who are supported by five independent consultants with specific concert-related responsibilities. The operating budget for the 2025-2026 season is $2.5 million, of which more than $2 million is supported by philanthropy.
The Opportunity
The next President and CEO will build on the significant work that has so effectively transformed Orchestra Lumos over the past five years. The President will take a leadership role with an Orchestra that is known for its innovative programming and is uniquely positioned to attract the finest musicians in the tri-state area. Working in partnership with a dynamic Music Director, the President will have the opportunity to expand the Orchestra's reach into Fairfield County and to deepen connections between Orchestra Lumos and audiences from diverse communities throughout Fairfield County.
The President will join an organization that has strong reserves and a track record for attracting philanthropic support. Board, Music Director, musicians, and staff are aligned in pursuing the Orchestra's artistic, community engagement and educational goals. The next President and CEO will provide the strategic leadership that will see continued growth while ensuring financial sustainability and the full participation of key external stakeholders.
The Position
Reporting to the Board of Directors, the President and CEO provides leadership and vision to ensure that Orchestra Lumos fulfills its mission and achieves its goals for artistic, financial, and organizational success. The President is responsible and accountable for all aspects of the Orchestra's operations, including: planning; budgeting and financial management; fundraising; audience development; marketing, communications, and public relations; artistic administration and concert production; orchestra relations and collective bargaining negotiations; electronic media; human resource management; education; community engagement; and public advocacy.
The President and CEO is the chief fundraiser for the Orchestra and takes a leadership role in the identification, cultivation, solicitation, and stewardship of individual and institutional donors to the annual fund, endowment, projects, and special fundraising campaigns. The President provides impetus and support to the fundraising efforts of the Board, and ensures that Orchestra Lumos meets and exceeds its goals for fundraising from all sources. The President assists the Board Chair and Governance Committee in identifying and recruiting prospective Board members throughout the County.
With the Director of Finance, The President oversees the financial management of Orchestra Lumos, including budgeting, financial planning, and cash flow management The President ensures that the Orchestra achieves its annual and long-term budget goals. The President maintains transparency in financial reporting to internal and external audiences. The President ensures that the Board and its Committees have the timely and accurate information needed to inform their decision making.
The President and CEO is a partner with the Music Director in maintaining an environment that attracts the finest area musicians to Orchestra Lumos and allows them to do their best work. The President recruits, engages, and motivates a high-performing administrative staff who share a commitment to the highest standards of excellence in all aspects their work on behalf of Orchestra Lumos.
The President and CEO oversees the development and implementation of robust audience development, marketing, and communications strategies that build audiences for programs and activities of Orchestra Lumos throughout Fairfield County. The President is the chief spokesperson with local, regional, and national media. The President is the visible representative, spokesperson, and advocate for Orchestra Lumos throughout Fairfield County and the State of Connecticut.
Candidate Profile
The successful candidate will be an experienced senior executive with a deep love of music, a passion for connecting audiences with orchestras, and a track record of success in orchestra management. The candidate will have a thorough knowledge of symphonic music and strong experience working with solo and creative artists across musical genres at a high professional level. The successful candidate will have the demonstrated ability to be an effective partner with the Music Director, musicians, Board, and staff as they realize a collective vision for Orchestra Lumos.
The successful candidate will be a willing and enthusiastic fundraiser with a track record for achieving and exceeding contributed income goals from individuals, corporations, foundations, and government. The candidate will have the demonstrated ability to design and lead annual fund, endowment, capital, and special project fundraising campaigns.
The successful candidate will be an effective manager of people and projects and will have strong budgeting and financial management skills. The candidate will have excellent interpersonal skills and the ability to inspire and motivate both professionals and volunteers to meet and exceed expectations.
The candidate will have a strong working knowledge of the business of music, including recording, electronic media, and commissioning. The candidate will have experience negotiating and working within a collective bargaining environment and a reputation for fairness and transparency.
The successful candidate will have the ability to oversee the design and implementation of effective marketing campaigns and audience development efforts across multiple communities and venues. The candidate will be an engaged listener and an effective communicator who is able to speak and write persuasively about the value and importance of Orchestra Lumos to Fairfield County. The candidate will have the demonstrated ability to develop, nurture, and sustain positive relationships with patrons, donors, and a diverse range of stakeholders throughout the County.
The successful candidate will be a strategic thinker who is creative, energetic, innovative, and curious. The candidate will be a person with integrity and high ethical standards. The candidate will be persistent and persuasive and will have the ability to align differing points of view to achieve a shared goal.
The successful candidate will be able to accept a work schedule that regularly includes concerts and events on nights and weekends. The candidate will live within commuting distance of offices in Stamford, CT, and will work on site no fewer than three days a week.
Compensation
Orchestra Lumos offers a competitive and equitable compensation and benefits package. The salary range for this position is $130,000 to $160,000 annually, plus a generous benefits package that includes paid time off and holiday pay; health insurance; life insurance; and a voluntary 401K retirement plan with an employer match of two percent. The Orchestra will also provide assistance with relocation if needed.
Applications
Orchestra Lumos is an Equal Opportunities Employer and welcomes recommendations, nominations, and applications from all qualified candidates regardless of race, religion, political affiliation, disability, sexual orientation, gender identify and/or expression, national origin, or marital status, or any other basis protected by law. Candidates must be legally authorized to work in the United States and able to complete an I-9 form to verify their identity and employment eligibility.
Please submit a cover letter that describes your specific interest in the mission and work of Orchestra Lumos and your qualifications for the position as described in the candidate profile. Please sent this letter with a resumé. On a separate sheet include the names and contact information for several professional references. All applications will be treated as confidential and references will not be contacted without the applicant's knowledge and agreement.
Electronic submissions are requested. Send to:
Orchestra Lumos - President and CEO
c/o Catherine French Group
2500 Q Street, NW, Suite 623
Washington, DC. 20007
The position will remain open until filled. The Search Committee will begin to review credentials in early August.
#J-18808-Ljbffr
How much does a chief finance officer earn in Ramapo, NY?
The average chief finance officer in Ramapo, NY earns between $88,000 and $286,000 annually. This compares to the national average chief finance officer range of $80,000 to $257,000.
Average chief finance officer salary in Ramapo, NY
$159,000
What are the biggest employers of Chief Finance Officers in Ramapo, NY?
The biggest employers of Chief Finance Officers in Ramapo, NY are: