Chief Financial Officer

The ideal candidate will have expertise in EOS (Entrepreneurial Operating System)

Must have extensive experience in the Capital Markets, specifically Alternative Investments, Preferably Litigation Finance, law Firm Management.

Position Summary

In addition to handling the oversight of all accounting needs and M&A activity, the CFO / Integrator is responsible for translating the companys vision into day-to-day execution, driving operational excellence, and ensuring all departments work in alignment toward strategic objectives. Acting as the key right-hand to the CEO/Visionary, the CFO/Integrator harmonizes leadership teams, manages cross-functional priorities, and ensures consistent, scalable growth.

Work from Work:
This role will be done from the offices in Scottsdale, AZ

Key Responsibilities

1. Strategic & Operational Leadership

• Partner with the CEO/Visionary to develop and execute the companys strategic plan.

• Translate high-level vision and objectives into measurable operational goals and initiatives.

• Oversee all day-to-day business operations, ensuring efficiency, profitability, and quality.

2. Organizational Integration

• Align and unify all departments (sales, marketing, finance, operations, HR, legal) around core goals.

• Drive accountability by establishing KPIs, metrics, and scorecards across the organization.

• Identify and remove roadblocks that hinder performance or growth.

• Provide finance leadership on budgeting, forecasting, M&A and P&L management.

• Ensure optimal allocation of resources to meet both short-term and long-term objectives.

• Lead, coach, and develop department heads to build high-performing teams.

• Maintain a culture of accountability, transparency, and operational discipline.

• Support talent acquisition, retention, and succession planning.

5. Process & Systems Optimization

• Establish and refine scalable processes, workflows, and systems.

• Ensure technology and infrastructure meet the needs of the growing business.

• Champion continuous improvement initiatives and operational best practices.

Qualifications

• 10+ years of progressive leadership experience, ideally in high‑growth or entrepreneurial environments.

• Proven track record of integrating multiple business functions and delivering results.

• Strong financial acumen, with experience managing budgets and driving profitability.

• Excellent leadership, communication, and interpersonal skills.

• Highly organized, with the ability to prioritize and manage multiple initiatives simultaneously.

• Experience with EOS or similar strategic operating frameworks strongly preferred.

• Strategic thinker with a bias for execution

• Problem‑solving and decision‑making under pressure

• Ability to build trust and foster collaboration across departments

• Resilient, adaptable, and solutions‑focused

Compensation

Base Pay + equity in an established company with $4 million+ in annual revenue

Chief Financial Officer
• Scottsdale, AZ, United States

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