Head of Corporate Finance

Join CSI Group – A Thriving Career Awaits You!

About CSI Group

CSI Group is a leading financial services firm transforming how America’s middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America’s middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values aren’t just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

Reports To: Co-Chief Executive Officers (Co-CEOs)

Direct Reports: Corporate Controller, Accounting and Corporate Finance Staff

Mission and Enterprise Alignment

Mission: To simplify financial security and remove uncertainty for America’s middle class.

Vision: To be the most trusted financial partner on every Main Street in America.

CAPTAG Values in Action. Caring: Steward company resources responsibly with awareness of enterprise-wide impact • Accountability: Own financial accuracy, controls, and outcomes without exception • Positive Attitude: Lead constructively through change, pressure, and complexity • Team Player: Partner across the executive team and enterprise functions • Adaptability: Build systems and processes that evolve with growth • Growth Mindset: Continuously improve financial capabilities, tools, and talent

The Head of Corporate Finance plays a critical leadership role in ensuring CSI Group’s financial foundation is strong, disciplined, and scalable. This role exists to provide operational reliability, financial clarity, and forward-looking insight that enables rapid growth while maintaining control, trust, and accountability across the enterprise.

Position Summary

The Head of Corporate Finance is a senior executive leadership role responsible for rebuilding, modernizing, and scaling CSI Group’s corporate finance function to support rapid growth, multi-entity complexity, and long-term enterprise stability. Reporting directly to the Co-CEOs, this role owns financial integrity, operational reliability, and executive-level financial insight across the organization.

This is a transformation and execution role, not a maintenance position. The Head of Corporate Finance is accountable for stabilizing current operations, redesigning finance systems and processes, and building a high-performing finance organization capable of supporting aggressive growth, acquisitions, and increased regulatory and operational complexity.

Core Responsibilities

Corporate Finance Leadership

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.

Financial Reporting and Controls

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.

Planning, Forecasting, and Performance Management

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.

Cash Flow, Liquidity, and Risk Management

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.

Team Leadership and Development

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.

M&A and Growth Enablement

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.

Operational Reliability Fundamentals

The Head of Corporate Finance is accountable for 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.

These fundamentals ensure CSI Group can grow with confidence, clarity, and control.

Qualifications and Experience

Bachelor’s degree in finance, Accounting, or a related field required 

CPA, CFA, or MBA strongly preferred

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

Experience supporting M&A, integrations, or complex organizational structures preferred