Vice President Finance
About the role
The Vantage Talent Group is helping a client find a VP Finance.
This role will report into the Chief Financial Officer.
The Vice President, Finance plays a pivotal leadership role in shaping and executing the firm’s financial strategy and managing the organization’s financial health. The Vice President, Finance oversees the firm’s corporate accounting, treasury, and equity management functions, ensuring alignment with the organization’s long-term goals and is a key contributor to enterprise-wide strategic planning, risk management, and corporate development initiatives.
Core Responsibilities
· Actively contribute to the firm’s strategic direction by providing financial thought leadership and senior-level insight into enterprise-wide planning, key business initiatives, and decision making, including capital allocation.
· Lead the execution of strategic initiatives to improve operational effectiveness and support growth and scalability of the firm.
· In partnership with the CFO, accountability for the firm’s financial systems, risk management, and compliance with all relevant regulations, accounting standards, and tax laws.
· Oversee the day-to-day financial activities of the company including accounting, financial reporting, and treasury functions.
· Manage the firms’ various equity programs.
· Active involvement in acquisition due diligence, financial modeling, and negotiations.
· Oversee external service providers, tax, audit and other relationships pertinent to the financial aspects of the firm.
· Lead, mentor, and develop a high-performing team that fosters a culture of curiosity, continuous improvement, collaboration, and accountability.
Core Competencies
Strategic Leadership: Demonstrates the ability to influence the firm’s strategic direction through high-level decision-making and long-term planning.
Financial Expertise: Possesses deep knowledge of accounting, treasury, and financial operations, and , with strong proficiency in financial systems, reporting, and regulatory compliance.
Risk Management: Skilled in identifying, assessing, and mitigating financial and regulatory risks.
Operational Excellence: Proven track record of leading initiatives that drive operational improvements, efficiency, and scalability.
Team Leadership & Development: Leads, mentors, and develops high-performing teams while fostering a culture of accountability, collaboration, and continuous improvement.
Relationship Management: Builds trust and influence through strong interpersonal skills and effective management of internal and external stakeholder relationships.
Change Agility & Innovation: Thrives in high-growth, dynamic environments by balancing innovative thinking with critical analysis to drive sustainable change.
Integrity and Ethical Leadership : Acts with integrity and transparency, ensuring that all decisions and actions reflect the firm’s values and high ethical standards.
Measures of Success
· Strategic Financial Leadership – Drive financial strategy that supports long-term growth and scalability.
· Operational Efficiency – Enhanced financial systems and processes.
· Stakeholder Relationship Management – Increased trust and collaboration with internal and external stakeholders, including auditors, legal advisors, and service providers, to support the firm’s financial and strategic objectives.
· Team Development & Culture Building – Building a high-performing team that demonstrates a culture of accountability, innovation, and continuous improvement.
Experience and Qualifications
· 10+ years of senior level experience in financial services with direct experience in wealth or asset management in a high growth, entrepreneurial environment.
· Bachelor's degree in Accounting, Finance, or a related field, MBA an asset.
· CPA designation.
· Expertise in accounting standards and compliance.
· Corporate tax knowledge.
· Demonstrated ability in driving strategic financial initiatives.
· Experience working in a high performing, client-oriented capacity with a focus on client service both internally and externally.
About The Vantage Talent Group
🌟 The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations
At The Vantage Talent Group, we deliver tailored consulting, recruitment, and thought leadership solutions for the financial services industry. Our mission is to bridge the gap between experience and innovation, empowering advisors and firms to scale, solve staffing challenges, and create seamless succession opportunities.
💡 What Sets Us Apart?
Comprehensive Consulting Expertise: We provide independent, strategic guidance to help organizations optimize teams, address succession planning, and enhance operational efficiency. Our consulting solutions align with your unique goals, ensuring long-term success.
Strategic Recruitment Solutions: Leveraging our extensive industry network, we connect financial services organizations with top-tier talent. From back-office support to specialized advisory roles, our recruitment services build high-performing teams that drive sustainable growth.
Engaging Speaking & Thought Leadership: We deliver impactful presentations and workshops on key practice management topics, inspiring and educating audiences of all sizes. Our sessions provide actionable insights to help financial professionals navigate industry challenges and seize new opportunities.
🤝 Strategic Partnerships for Long-Term Success: At The Vantage Talent Group, we are dedicated to forming lasting partnerships with advisors and organizations across North America. By combining consulting, recruitment, and thought leadership, we help build cohesive teams, create competitive advantages, and position your practice for sustained growth.
🚀 Join Us on the Journey: Experience the transformative power of tailored consulting, recruitment, and thought leadership solutions. Connect with The Vantage Talent Group today to discover how we can help elevate your practice and achieve your goals.
Vice President Finance
About the role
The Vantage Talent Group is helping a client find a VP Finance.
This role will report into the Chief Financial Officer.
The Vice President, Finance plays a pivotal leadership role in shaping and executing the firm’s financial strategy and managing the organization’s financial health. The Vice President, Finance oversees the firm’s corporate accounting, treasury, and equity management functions, ensuring alignment with the organization’s long-term goals and is a key contributor to enterprise-wide strategic planning, risk management, and corporate development initiatives.
Core Responsibilities
· Actively contribute to the firm’s strategic direction by providing financial thought leadership and senior-level insight into enterprise-wide planning, key business initiatives, and decision making, including capital allocation.
· Lead the execution of strategic initiatives to improve operational effectiveness and support growth and scalability of the firm.
· In partnership with the CFO, accountability for the firm’s financial systems, risk management, and compliance with all relevant regulations, accounting standards, and tax laws.
· Oversee the day-to-day financial activities of the company including accounting, financial reporting, and treasury functions.
· Manage the firms’ various equity programs.
· Active involvement in acquisition due diligence, financial modeling, and negotiations.
· Oversee external service providers, tax, audit and other relationships pertinent to the financial aspects of the firm.
· Lead, mentor, and develop a high-performing team that fosters a culture of curiosity, continuous improvement, collaboration, and accountability.
Core Competencies
Strategic Leadership: Demonstrates the ability to influence the firm’s strategic direction through high-level decision-making and long-term planning.
Financial Expertise: Possesses deep knowledge of accounting, treasury, and financial operations, and , with strong proficiency in financial systems, reporting, and regulatory compliance.
Risk Management: Skilled in identifying, assessing, and mitigating financial and regulatory risks.
Operational Excellence: Proven track record of leading initiatives that drive operational improvements, efficiency, and scalability.
Team Leadership & Development: Leads, mentors, and develops high-performing teams while fostering a culture of accountability, collaboration, and continuous improvement.
Relationship Management: Builds trust and influence through strong interpersonal skills and effective management of internal and external stakeholder relationships.
Change Agility & Innovation: Thrives in high-growth, dynamic environments by balancing innovative thinking with critical analysis to drive sustainable change.
Integrity and Ethical Leadership : Acts with integrity and transparency, ensuring that all decisions and actions reflect the firm’s values and high ethical standards.
Measures of Success
· Strategic Financial Leadership – Drive financial strategy that supports long-term growth and scalability.
· Operational Efficiency – Enhanced financial systems and processes.
· Stakeholder Relationship Management – Increased trust and collaboration with internal and external stakeholders, including auditors, legal advisors, and service providers, to support the firm’s financial and strategic objectives.
· Team Development & Culture Building – Building a high-performing team that demonstrates a culture of accountability, innovation, and continuous improvement.
Experience and Qualifications
· 10+ years of senior level experience in financial services with direct experience in wealth or asset management in a high growth, entrepreneurial environment.
· Bachelor's degree in Accounting, Finance, or a related field, MBA an asset.
· CPA designation.
· Expertise in accounting standards and compliance.
· Corporate tax knowledge.
· Demonstrated ability in driving strategic financial initiatives.
· Experience working in a high performing, client-oriented capacity with a focus on client service both internally and externally.
About The Vantage Talent Group
🌟 The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations
At The Vantage Talent Group, we deliver tailored consulting, recruitment, and thought leadership solutions for the financial services industry. Our mission is to bridge the gap between experience and innovation, empowering advisors and firms to scale, solve staffing challenges, and create seamless succession opportunities.
💡 What Sets Us Apart?
Comprehensive Consulting Expertise: We provide independent, strategic guidance to help organizations optimize teams, address succession planning, and enhance operational efficiency. Our consulting solutions align with your unique goals, ensuring long-term success.
Strategic Recruitment Solutions: Leveraging our extensive industry network, we connect financial services organizations with top-tier talent. From back-office support to specialized advisory roles, our recruitment services build high-performing teams that drive sustainable growth.
Engaging Speaking & Thought Leadership: We deliver impactful presentations and workshops on key practice management topics, inspiring and educating audiences of all sizes. Our sessions provide actionable insights to help financial professionals navigate industry challenges and seize new opportunities.
🤝 Strategic Partnerships for Long-Term Success: At The Vantage Talent Group, we are dedicated to forming lasting partnerships with advisors and organizations across North America. By combining consulting, recruitment, and thought leadership, we help build cohesive teams, create competitive advantages, and position your practice for sustained growth.
🚀 Join Us on the Journey: Experience the transformative power of tailored consulting, recruitment, and thought leadership solutions. Connect with The Vantage Talent Group today to discover how we can help elevate your practice and achieve your goals.