POSITION DESCRIPTION
Chief Financial Officer
September 2026
Strategic Investment Group® (Strategic) is an Outsourced Chief Investment Officer (OCIO) firm that provides institutions with the capabilities of a full investment office. Acting as a seamless extension of our clients' investment teams, we deliver portfolio construction, manager selection, and ongoing risk management within a structured fiduciary framework so organizations can remain focused on their core mission. Founded in 1987, Strategic was built to give institutions access to the investment office they would build if they had the time, the people, and the scale to do so internally.
Our mission is to empower clients to achieve transformational impact through inspired investing. To learn more, visit www.strategicgroup.com.
ROLE SUMMARY
The Chief Financial Officer (CFO) leads Strategic's corporate finance, accounting, treasury, financial planning, and financial-control functions. Serving as the firm's senior financial steward, the CFO provides the Chief Executive Officer, executive leadership team, and Board of Directors with timely financial insight, disciplined planning, and a rigorous control environment. The CFO plays an important role in supporting client confidence, regulatory compliance, and due diligence as Strategic serves institutional investors and their fiduciaries, including endowments, foundations, pension plans, boards, and investment committees. The CFO will combine strong technical accounting expertise with strategic judgment, executive-level communication skills, and the ability to lead a high-performing finance function.
REPORTS TO: Chief Operations Officer, with regular reporting to the Board Audit & Finance Committee
KEY RESPONSIBILITIES
•Financial leadership and reporting: Lead Strategic's overall financial strategy and provide accurate, timely financial information to the CEO, executive leadership team, and Board. Present financial performance, forecasts, liquidity, and financial risk to the Board and its Audit & Finance Committee.
•Corporate accounting and close: Oversee the general ledger and monthly, quarterly, and annual close processes; ensure financial statements are prepared accurately and in accordance with applicable accounting standards; and maintain appropriate accounting policies and documentation.
•Financial planning and analysis: Own the annual budget, rolling forecasts, long-range financial planning, scenario analysis, and management reporting. Develop insights into profitability, pricing, expense management, resource allocation, and the financial implications of business decisions.
•Client billing and revenue recognition: Oversee client billing, management-fee calculations, accounts receivable, and revenue recognition, ensuring consistency with client agreements, internal policies, and audit requirements.
•Treasury and capital management: Manage Strategic's cash, banking relationships, liquidity, balance sheet, and capital planning, maintaining a clear operational and reporting distinction between Strategic's corporate assets and client assets under management.
•Financial operation: Oversee accounts payable, accounts receivable, expense management, payroll-related financial controls, tax planning and compliance, and other core financial processes. Establish scalable policies, approval authorities, and segregation of duties.
•Audit and internal controls: Lead relationships with external auditors and maintain a strong internal-control environment. Ensure audit readiness and support client and prospective-client due diligence involving Strategic's financial condition, controls, or business operations.
•Regulatory and compliance partnership: Partner with the General Counsel and Chief Compliance Officer to support compliance with applicable regulatory requirements, including obligations under the Investment Advisers Act of 1940, and maintain financial records and controls consistent with the firm's fiduciary responsibilities.
•Enterprise risk management: Assess and communicate financial and operational risks; oversee insurance coverage and finance-related vendor relationships; and contribute to business continuity and enterprise risk-management planning.
•Institutional client-facing finance: Support RFPs, due diligence, and finance-related inquiries from prospective and existing institutional clients, their boards and investment committees, and their auditors.
•Team and systems leadership: Build, lead, and develop the finance and accounting team. Oversee the finance technology environment, including accounting, budgeting, reporting, and related systems, in partnership with Information Technology and other business functions.
•Strategic partnership: Serve as a member of the executive leadership team and advise on growth strategies, capital allocation, pricing, organizational investments, and other strategic decisions. Evaluate the financial implications of new client segments, services, and business initiatives.
•Tax and governance: Oversee corporate tax planning, filings, and compliance; support financial governance; and coordinate with external advisers and relevant Board committees as appropriate.
QUALIFICATIONS
•Bachelor's degree in Accounting, Finance, Business, or a related field required. MBA orrelevant master’s degree strongly preferred.
•15+ years of progressive finance and accounting experience, including significantleadership responsibility as a CFO, Controller, or senior finance executive within an asset-management firm, investment adviser, OCIO, or other financial-services organization
Experience serving institutional clients—including endowments, foundations, pension funds,and other fiduciary or nonprofit investors—with a strong understanding of the priorities andoversight expectations of their boards and investment committees.
•Working knowledge of obligations under the Investment Advisers Act of 1940; familiaritywith ERISA is preferred given the firm’s pension fund clients.
•Familiarity with fund accounting for complex multi-manager and multi-strategy portfolios,alternative investments, fund-of-funds structures, and performance-based fee calculations.
•Demonstrated knowledge of financial reporting, applicable accounting standards, revenuerecognition, taxation, treasury, audit management, and internal controls.
•Ability to work on-site in our Arlington, Virginia office Tuesday through Thursday each week.
•CPA strongly preferred.
EMPLOYMENT AUTHORIZATION
At this time, Strategic Investment Group is unable to provide new employment-based immigration sponsorship for this position. Applicants must be authorized to work in the United States without requiring new employer-sponsored work authorization now or in the future.
This job description is not an exhaustive list of all functions that the employee may be required to perform. The employee may be required to perform additional functions. Strategic reserves the right to revise the job description at any time, with or without notice. Employee must be able to perform the essential functions of the job satisfactorily and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.
Strategic is committed to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally-recognized basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age or veteran status.