CSI Group · 5 days ago
Head of Corporate Finance
Wall Township, NJ
Full-time
Onsite
Director/Executive
12+ years expCSI Group is a leading financial services firm focused on empowering America’s middle class through personalized financial solutions. The Head of Corporate Finance is responsible for modernizing and scaling the corporate finance function to support rapid growth and ensure financial integrity and operational reliability across the organization.
Financial Services
Responsibilities
Serve as the senior executive responsible for corporate finance, accounting, and financial operations
Act as a trusted financial partner to the Co-CEOs and Executive Leadership Team
Translate growth strategy into disciplined financial planning, forecasting, and execution
Establish a culture of accuracy, accountability, and operational reliability across the finance function
Own the accuracy, completeness, and timeliness of all financial statements and management reporting
Ensure strong internal controls, segregation of duties, and compliance across all entities
Oversee monthly, quarterly, and annual close processes to ensure predictable and on-time delivery
Maintain compliance with GAAP and applicable regulatory requirements
Partner with external auditors, tax advisors, and regulatory bodies as needed
Lead annual budgeting, rolling forecasts, and long-range financial planning
Develop financial models to support growth initiatives, new services, pricing decisions, and acquisitions
Establish clear financial KPIs and dashboards for executive visibility
Monitor performance against plan and proactively surface risks and opportunities
Support data-driven decision-making across departments
Own cash flow forecasting, liquidity management, and working capital optimization
Ensure the organization maintains adequate financial flexibility to support growth
Oversee banking relationships, credit facilities, and treasury activities
Identify and mitigate financial and operational risks
Ensure disciplined expense management without constraining growth
Lead, develop, and scale a high-performing corporate finance and accounting team
Directly manage the Corporate Controller and provide clear expectations and accountability
Establish clear roles, responsibilities, and career paths within the finance function
Build repeatable processes that reduce key-person risk and enable sustainable scale
Foster strong cross-functional partnerships with People, Technology, Operations, and Business Leaders
Support financial due diligence, integration planning, and post-acquisition execution
Ensure newly acquired entities are integrated into CSI Group’s financial systems and controls
Standardize financial processes and reporting across the enterprise
Enable rapid but controlled expansion into new markets, services, and locations
Establishing and maintaining the core financial fundamentals required to support rapid growth: Predictable and timely monthly close with minimal variance or rework
Accurate, auditable financial reporting across all entities
Strong internal controls and documented financial processes
Clear ownership and accountability across finance workflows
Reliable cash flow forecasting and liquidity management
Scalable systems and tools that support growth without sacrificing accuracy
Consistent financial visibility for executive leadership
Proactive risk identification and mitigation
Qualification
Required
Bachelor's degree in finance, Accounting, or a related field required
12+ years of progressive finance and accounting leadership experience
Experience leading corporate finance in a multi-entity, high-growth environment
Strong understanding of GAAP, internal controls, and financial governance
Proven ability to build and scale finance teams and processes
Preferred
CPA, CFA, or MBA strongly preferred
Experience supporting M&A, integrations, or complex organizational structures preferred
Company
CSI Group
CSI Group | Simplifying Financial Security for America’s Middle Class.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase