Vice President, Office of the CFO

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our growing team has an immediate opening for a Vice President, Office of the CFO. This role is responsible for partnering with the Chief Financial Office as a trusted advisor and strategic thought partner.

Responsibilities include, but are not limited to:

• Assist with leadership of the Finance Division and execution of the strategic and tactical divisional objectives
• Partner on the strategic planning process across the organization, run regular update meetings on progress, and ensure the CFO is briefed on all strategic business activities
• Attend and participate in meetings in lieu of CFO, serving as their proxy, and contribute to discussions and decisions
• Act as a key collaborator and/or representative in planning, strategy and cross-functional meetings and events
• Serve as a subject matter expert and project manager on various initiatives in the Finance Division
• Develop key performance indicators and provide advisement to department heads on financial and KPI review
• Develop internal reports to help leadership team efficiently manage operations within the Finance Division
• Work with CFO and leadership team to develop strategic finance plans
• Work on ad-hoc projects, develop financial models, and provide recommendation on multiple concurrent projects
• Perform other duties as required and assigned

• Bachelor’s degree from an accredited University required, preferably in Business, Finance, Accounting or related subject
• MBA preferred
• 10 years experience working in finance management consulting, and/or operational finance leadership roles
• Proved track record of managing multiple cross functional projects simultaneously
• Advanced experience with financial reporting and modeling
• Expert in MS Office (Excel, PowerPoint, Access, Word)
• Familiarity with Tableau and BI tools preferred
• Excellent communication skills and executive presence
• Highest standards of accuracy and precision; highly organized without oversight
• Ability to manage confidentiality without exception