Head of Corporate Finance

Overview

Join CSI Group–A Thriving Career Awaits You!

CSI Group is a leading financial services firm transforming how America’s middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America’s middle class.

Our vision is to become the most trusted financial partner on every Main Street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values:
Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values aren’t just words; they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

Reports To:

Co-Chief Executive Officers (Co-CEOs)

Direct Reports:
Corporate Controller, Accounting and Corporate Finance Staff

Mission:
To simplify financial security and remove uncertainty for America’s middle class.

Vision:
To be the most trusted financial partner on every Main Street in America.

CAPTAG Values in Action:
Caring, Accountability, Positive Attitude, Team Player, Adaptability, Growth Mindset. Each value include[s] the following focus:
Caring—steward company resources responsibly;
Accountability—own financial accuracy, controls, and outcomes;
Positive Attitude—lead constructively through change, pressure, and complexity;
Team Player—partner across the executive team and enterprise functions;
Adaptability—build systems and processes that evolve with growth;
Growth Mindset—continuously improve financial capabilities, tools, and talent.

The Head of Corporate Finance plays a critical leadership role in ensuring CSI Group’s financial foundation is strong, disciplined, and scalable. This role provides operational reliability, financial clarity, and forward-looking insight that enables rapid growth while maintaining control, trust, and accountability across the enterprise.

The Head of Corporate Finance is a senior executive leadership role responsible for rebuilding, modernizing, and scaling CSI Group’s corporate finance function to support rapid growth, multi-entity complexity, and long-term enterprise stability. Reporting directly to the Co-CEOs, this role owns financial integrity, operational reliability, and executive-level financial insight across the organization.

This is a transformation and execution role, not a maintenance position. The Head of Corporate Finance is accountable for stabilizing current operations, redesigning finance systems and processes, and building a high-performing finance organization capable of supporting aggressive growth, acquisitions, and increased regulatory and operational complexity.

• Corporate Finance Leadership:
  Serve as the senior executive responsible for corporate finance, accounting, and financial operations; act as a trusted financial partner to the Co-CEOs and Executive Leadership Team; translate growth strategy into disciplined financial planning, forecasting, and execution; establish a culture of accuracy, accountability, and operational reliability across the finance function.
• Financial Reporting and Controls:
  Own the accuracy, completeness, and timeliness of all financial statements and management reporting; ensure strong internal controls, segregation of duties, and compliance across all entities; oversee monthly, quarterly, and annual close processes to ensure predictable and on-time delivery; maintain compliance with GAAP and applicable regulatory requirements; partner with external auditors, tax advisors, and regulatory bodies as needed.
• Planning, Forecasting, and Performance Management:
  Lead annual budgeting, rolling forecasts, and long-range financial planning; develop financial models to support growth initiatives, new services,…