Organization: Investments & Wealth Institute (IWI)

Reports To: CEO

Location: Remote (Colorado preferred)

Status: Part-Time / Fractional (Exempt)

The Investments & Wealth Institute (IWI) is seeking a strategic and mission-driven Chief Financial Officer to join our executive leadership team in a fractional or part-time capacity. As a key partner to the CEO and the Board of Directors, you will play a pivotal role in shaping the financial health and strategic trajectory of a premier professional association.

This is a unique opportunity for a seasoned finance executive who thrives in a mission-based environment and seeks the flexibility of a high-impact role.

The CFO provides the strategic vision and operational oversight necessary to maximize IWI’s assets and achieve our long-term goals. You will oversee all financial activities, manage our investment portfolio in collaboration with the Board, and lead a dedicated finance team.

Executive Leadership & Strategy

• Strategic Advisory: Partner with the CEO and Board to formulate, recommend, and implement organizational strategies.

• Operational Excellence: Achieve organizational outcomes through effective management of programs and staff.

• Budgeting: Lead the development, approval, and implementation of the annual budget and operational plans.

• Departmental Management: Provide general oversight of all financial activities and supervise the accounting department staff (Assistant Controller and Accounting Specialist).

Accounting, Finance & Compliance

• Financial Oversight: Manage all financial, tax, audit, and accounting functions, ensuring strict compliance with GAAP, banking regulations, and tax authorities.

• Reporting: Present clear, actionable financial information and board reports to the CEO and Board of Directors.

• Audit & Internal Controls: Direct the annual audit process, manage relationships with external firms, and maintain robust internal operating controls.

• Portfolio Management: Serve as the primary liaison to the Finance, Audit, and Investment Committee. Manage asset allocation, monitor liquidity/cash flow, and oversee the execution of investment trades.

We are looking for a financial leader who combines technical expertise with the ability to navigate the nuances of a non-profit/professional association.

• Education: Bachelor’s degree in Business, Accounting, or Finance. CPA, CMA, or Master of Accountancy is strongly preferred.

• Experience:

  • Minimum of 5 years leading accounting/finance operations and supervising staff.

  • Minimum of 3 years of experience specifically within 501(c)6 professional associations or 501(c)3 non-profit organizations.

  • Experience in the education or financial services industry is highly preferred.

• Technical Skills: Deep knowledge of GAAP, internal controls, auditing, and financial forecasting. Familiarity with earned/deferred revenue accounting tools is essential.

• Communication: Exceptional interpersonal skills with the ability to translate complex financial data into strategic insights for stakeholders.

We believe in supporting our team with a comprehensive package that values your expertise and your time.

• Competitive Compensation: Competitive package tailored to the fractional/part-time nature of the role.

• Flexibility: Remote environment.

• Purpose: The chance to work for a mission-based organization dedicated to elevating the standards of the investment and wealth management profession.

Interested candidates should submit a resume and a brief cover letter outlining their experience with fractional roles and non-profit financial management.