Chief Financial Officer

Position Summary

Bellevue Capital Partners is expanding and seeking a highly experienced Chief Financial Officer (CFO) to lead the financial strategy, operations, and governance of a growing portfolio of diversified holdings. The CFO will guide financial planning, risk management, capital structure, and compliance for a multi-entity organization while serving as a strategic partner to executive leadership. This role requires a seasoned financial expert with deep knowledge of GAAP, tax strategy, public accounting, and complex, multi-company structures.

The ideal candidate is a CPA with a strong background in public accounting, diversified investments or multi-entity holdings, and expertise in raising capital, optimizing financial systems, and scaling organizations sustainably.

Objectives of the Role

• Oversee all financial operations, including cash management, investments, insurance, budgeting, forecasting, and financial reporting.
• Drive the company’s long-term financial strategy, capital planning, and organizational staffing needs.
• Lead the development, coordination, and management of annual operating, capital, and program budgets.
• Ensure consistent, accurate financial reporting and well-controlled internal financial operations.
• Oversee day‑to‑day accounting, internal controls, audit processes, and regulatory compliance.
• Develop best practices, systems, and tools that support strong fiscal management, operational flexibility, workflow efficiency, and cross-team communication.
• Maintain compliance with national, state, and local financial regulations by monitoring legislation and implementing necessary actions.
• Coordinate external audit processes to ensure timely, accurate annual audits.

Key Responsibilities

• Establish and maintain corporate financial policies and procedures ensuring full compliance with GAAP and direct experience with SEC filings and SEC regulations.
• Partner with senior leadership to develop, evaluate, and monitor annual budgets, business plans, and performance metrics.
• Conduct financial modeling, evaluate economic conditions, and identify opportunities for revenue growth, operational efficiencies, and cost reduction.
• Lead enterprise-wide risk management, including analysis of liabilities, investments, financial exposure, and capital allocation.
• Manage the organization’s capital structure, financing arrangements, and relationships with lenders, investors, and financial institutions.
• Monitor organizational performance using analytical tools, reporting dashboards, and KPIs; develop corrective action plans when needed.
• Oversee finance personnel and financial IT systems to ensure accuracy, reliability, and regulatory compliance (FASB, IRS, etc.).
• Support corporate initiatives related to mergers, acquisitions, divestitures, and restructuring.

Required Skills and Qualifications

• 10+ years of executive financial leadership experience, preferably with multi-entity or diversified holding companies.
• Certified Public Accountant (CPA) required.
• Significant experience in public accounting, financial reporting, and audit coordination.
• Demonstrated success managing financial operations for complex organizational structures or diversified investments.
• Proven expertise in data analysis, forecasting, capital planning, and risk management.
• Deep understanding of advanced accounting principles, regulatory frameworks, and tax planning strategies.
• Strong leadership and organizational skills with impeccable integrity and sound judgment.
• Excellent verbal, written, and visual communication abilities.
• Master’s degree in Accounting, Finance, Business Administration, or equivalent practical experience.
• Experience leading mergers and acquisitions from financial due diligence through integration.
• Ability to operate strategically while maintaining oversight of daily financial operations.

 ***Professional references required upon request