Chief Financial Officer

Overview

Position: Chief Financial Officer (CFO)

Location: Saint George, Utah, United States

Salary: Depends on experience

Company Background:
Associate Owners Group (AOG) is an innovative and growth-oriented organization focused on empowering financial professionals through ownership and collaboration. Our mission is to foster an environment where associate owners can thrive, drive operational excellence, and build long-term value for all stakeholders. AOG is bringing together financial agencies distributing insurance products, annuities and wealth management, CRM and payment distributions services.

AOG is embarking on an ambitious journey to achieve IPO readiness within the next three years. To realize this goal, we are seeking a visionary Chief Financial Officer with the skills and experience to lead our financial strategy, strengthen our compliance infrastructure, and prepare the company for a successful public offering.

• Lead all financial operations and planning, including budgeting, forecasting, and reporting
• Oversee and ensure compliance with SEC regulations and public company requirements
• Develop and implement financial systems and controls to support IPO readiness
• Partner with executive leadership to guide strategic decisions and growth initiatives
• Manage relationships with auditors, legal advisors, and investment partners
• Drive the preparation and execution of IPO-related activities over the next three years

• Demonstrated experience with IPO processes or public company SEC compliance
• CPA or MBA credential strongly preferred
• Proven track record as CFO or senior finance executive in a dynamic, growing organization
• Exceptional leadership, communication, and problem-solving skills
• Ability to operate with integrity and foster a culture of accountability

Salary is competitive and commensurate with experience. AOG offers a comprehensive benefits package and the opportunity to participate in equity ownership.

Interested candidates should submit their resume and cover letter detailing relevant experience and alignment with AOG’s mission and IPO readiness goal to mark.tich Join us in shaping the future of Associate Owners Group and making a lasting impact!

• Executive

• Full-time

• Finance and Sales