Use this Chief Financial Officer (CFO) job description template to attract experienced financial leaders who can oversee financial strategy, budgeting, forecasting, and company growth.
A Chief Financial Officer (CFO) is a senior executive responsible for managing an organization’s financial operations. They oversee financial planning, budgeting, reporting, risk management, and investment strategies to support long-term growth and stability.
A CFO leads the financial direction of the company, ensuring financial health and compliance. Key responsibilities include:
- Developing and implementing financial strategies aligned with business goals.
- Overseeing budgeting, forecasting, and financial reporting.
- Managing cash flow, investments, and capital structures.
- Ensuring compliance with regulatory requirements and financial standards.
- Providing strategic recommendations to the CEO and executive team.
Chief Financial Officer (CFO) Job Description Template
We are looking for a visionary and analytical Chief Financial Officer (CFO) to oversee our company’s financial operations and guide long-term growth. The ideal candidate will have extensive experience in financial planning, strategic management, risk assessment, and leadership. You will be responsible for safeguarding financial health and driving sustainable business expansion.
Roles & Responsibilities
- Lead financial planning, forecasting, budgeting, and analysis.
- Oversee accounting, finance, risk management, and compliance functions.
- Monitor cash flow, investments, and capital allocation.
- Develop financial policies, procedures, and internal controls.
- Provide strategic insights to the executive team on financial performance.
- Prepare financial reports and present findings to stakeholders.
- Identify financial risks and implement mitigation strategies.
- Supervise finance and accounting teams, offering guidance and mentorship.
- Evaluate business opportunities, mergers, and acquisitions.
- Ensure compliance with local, state, and federal financial regulations.
Requirements & Skills
- Bachelor’s degree in Finance, Accounting, or Business; MBA or CPA preferred.
- Proven experience as a CFO, Finance Director, or senior financial leader.
- Expert knowledge of financial regulations, accounting principles, and reporting standards.
- Strong analytical, strategic planning, and problem-solving skills.
- Leadership experience with the ability to manage cross-functional teams.
- Proficiency with financial software, ERP systems, and data analysis tools.
- Exceptional communication and presentation skills.
- Experience in fundraising, capital management, or investor relations is a plus.
Who do CFOs report to?
CFOs typically report to:
- Chief Executive Officer (CEO)
- Board of Directors
- President or Managing Director
Post this on job boards and career pages to hire candidates skilled in financial management, risk mitigation, and strategic planning. Feel free to customize the responsibilities and requirements based on your organization’s needs. Similar job titles include Finance Director, VP of Finance, and Financial Controller.
How to Assess Chief Financial Officer (CFO) Skills Effectively
Candidates may list extensive financial leadership experience on their resumes, but assessing their actual ability to shape financial strategy, manage risk, and drive long-term business growth before the interview is crucial. A structured CFO assessment ensures you hire a leader who can safeguard financial health while guiding the organization through strategic and economic challenges.
Here’s how you can assess CFO proficiency effectively with WeCP:
- Financial Strategy & Forecasting – Test candidates on their ability to build long-term financial plans, forecast revenue, and align financial strategy with business goals.
- Risk Management & Compliance – Evaluate their capability to identify financial risks, ensure regulatory compliance, and implement strong internal controls.
- Budgeting, Cost Control & Capital Allocation – Assess their skills in optimizing expenses, managing capital investments, and maximizing ROI.
- Leadership & Stakeholder Communication – Check their ability to collaborate with boards, investors, and executive teams while communicating financial insights clearly.
- M&A, Fundraising & Financial Modeling – Ensure they have experience in mergers, acquisitions, fundraising strategies, and advanced financial modeling for high-level decision-making.
With WeCP’s CFO assessments, you can efficiently filter out underqualified candidates, streamline the hiring process, and ensure high-quality hires who can drive financial excellence, support strategic growth, and strengthen your organization’s overall financial stability.
