Chief Financial Officer

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

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.

Chief Operations Officer, with regular reporting to the Board Audit & Finance Committee

• 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…