Chief Financial Officer/Chief Operating Officer (CFOO)
Chief Financial Officer/Chief Operating Officer (CFOO)
Centura Wealth Advisory
San Diego, CA
See who Centura Wealth Advisory has hired for this role
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The Chief Financial Offer/Chief Operating Officer is at the core of our internal vein and will have a large impact on a wide range of functions.
Operational Leadership
What you will do:
- Provide strategic leadership and direction in our Operational sub-departments of Finance, People &
- Develop and implement policies, procedures, and best practices to optimize operational efficiency,
- Establish key performance indicators (KPIs) and metrics to measure and monitor operational performance
Strategic Planning And Business Development
- Partner with senior management to develop long-term strategic plans and initiatives.
- Evaluate and structure potential mergers, acquisitions, and partnerships to support business growth.
- Participate in the strategic recruitment of potential advisor acquisitions, mergers, and/or tuck-ins.
- Provide financial analysis and due diligence support for strategic initiatives.
- Oversee financial planning, budgeting, and forecasting processes to ensure sound financial management
- Monitor financial performance against budget and targets, analyze variances, and implement corrective
- Collaborate with finance and accounting teams to maintain financial controls, manage cash flow, and
Leadership And Team Development
- Build and develop a high-performance team by recruiting, training, and retaining top talent, and fostering
- Provide mentorship, guidance, and coaching to direct reports and team members, empowering them to
- Lead by example, demonstrating ethical leadership, professionalism, and a commitment to excellence in
What We Look For
- Bachelor's degree in Business Administration, Finance, or a related field; MBA or advanced degree
- Proven experience (10 years) in executive leadership roles within the financial services industry, with a
- Extensive experience building & presenting complex financial models across various lines of business
- Strong understanding of financial markets, investment products, and regulatory requirements governing
- Exceptional leadership abilities with a track record of driving operational excellence, strategic planning,
- Excellent communication skills, both verbal and written, with the ability to influence and inspire
- Strong analytical and problem-solving skills, with the ability to think strategically, make data-driven
What's in it for you?
- Competitive compensation
- Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth.
- Open and supportive team-based environment
- Full medical, dental, and vision benefits
- Competitive Vacation Package
- Free on-site gym access
- Fully stocked kitchen – meals, snacks, and beverages
We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.
At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $200k - $225k + bonus
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Seniority level
Executive -
Employment type
Full-time -
Job function
Strategy/Planning and Information Technology -
Industries
Financial Services
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