Client: Confidential

Position: Chief Financial Officer

Reports to: Chief Executive Officer

Location: Toronto, ON

COMPANY

This organization is a well-established and highly respected investment management platform with a diverse and expanding portfolio, including interests in alternative investments, private capital markets, and growth-stage operating companies. The firm is recognized for its entrepreneurial culture, commitment to innovation, and a strong track record of value creation for clients and stakeholders.

The platform manages a range of investment vehicles, including structured funds and exchange-listed entities, and is known for its disciplined, research-driven approach to portfolio management. Its leadership team brings deep expertise in direct lending, private equity, and capital markets, and has successfully navigated complex transactions such as mergers, acquisitions, and international expansion initiatives.

Among its portfolio are companies operating in regulated growth industries and emerging sectors, with a focus on supporting businesses beyond the start-up phase and positioning them for scalable growth. The organization is also committed to providing accredited investors with access to unique private market opportunities, leveraging innovative structures to deliver differentiated returns. With a reputation for strong governance, fiduciary oversight, and a collaborative, agile work environment, the firm continues to attract top talent and strategic partners as it enters its next phase of expansion.

THE OPPORTUNITY

We are seeking a strategic, commercially minded Chief Financial Officer (CFO) to help drive its next phase of growth. The successful candidate will serve as a proactive business partner to the executive team, bringing deep expertise in fund operations, M&A, and portfolio oversight, and will play a pivotal role in shaping financial strategy and governance across the organization.

This is a rare and confidential opportunity for an accomplished finance executive to join a high-performing executive team at a pivotal moment of growth and transformation. The incoming CFO will move beyond traditional stewardship to provide forward-thinking financial leadership, drive enterprise value, and support the organization’s continued expansion.

SKILLS & COMPETENCIES

• Strategic financial leadership and business partnership.
• Hands-on operational expertise in small-cap public company environments, with a proven ability to manage end-to-end finance operations, including financial reporting, compliance, and internal controls.
• Deep expertise in fund and investment company financial operations.
• Advanced knowledge of M&A execution, due diligence, and integration.
• Strong command of portfolio company oversight and fund-level structuring.
• Ability to contribute to the financial side of the sales process, including trade execution and compliance.
• Consultative approach, offering actionable insights to shape business decisions.
• High energy, agility, and a proactive, solutions-oriented mindset.
• Exceptional communication and stakeholder management skills.
• Commercial acumen and a track record of driving business growth.

EXPERIENCE

• Senior finance executive experience, ideally as CFO or in a senior finance leadership role within investment management, private equity, hedge funds, or small publicly traded companies
• Direct operational experience in small publicly traded companies, including responsibility for financial statement preparation, regulatory reporting, and day-to-day finance functions. Demonstrated ability to step into the role and immediately add value with minimal onboarding.
• Demonstrated success in M&A, portfolio oversight, and fund structuring
• Experience supporting entrepreneurial, fast-paced, and high-growth environments
• Proven ability to implement robust financial governance while enabling business agility
• Track record of contributing to business development and enterprise value creation

EDUCATION & CERTIFICATIONS

• CPA or CA designation is required
• Preference for candidates who began their careers in audit at a major accounting firm
• Additional relevant professional qualifications or advanced degrees are considered an asset

LEADERSHIP COMPETENCIES

• Strategic thinker with the ability to translate vision into actionable financial strategies
• Collaborative leader who builds strong relationships across executive and operational teams
• Change agent who drives continuous improvement and embraces innovation
• High integrity and discretion, with a commitment to confidentiality and ethical leadership
• Results-oriented, with a focus on impact, accountability, and shared success

CONTACT INFORMATION

Bruce Diemert, Partner bruce.diemert@lhhknightsbridge.com 778-389-3966

Madiha Rashid, Senior Consultant madiha.rashid@lhhknightsbridge.com 416-928-4549

About LHH Knightsbridge – www.lhhknightsbridge.com

LHH helps organizations simplify the complexity associated with transforming their leadership and workforce so they can accelerate results, with less risk.

As global leaders in Talent and Leadership Development, Career Solutions and Executive, Interim and Mid-Level Search, we assist organizations in finding new talent, and helping their employees navigate change, become better leaders, develop better careers, and transition into new jobs. We have the local expertise, global infrastructure, and industry leading technology and analytics required to simplify the complexity associated with executing critical talent and workforce initiatives, reducing brand and operational risk. Teams across Canada and around the world leverage our proven programs and global experience to deliver tailored solutions to clients that align talent with the needs of their business.

Established in 1967, we have been providing outplacement services for 52 years. LHH is a wholly owned subsidiary of Adecco, SA, a publicly held Fortune Global 500 firm and the world’s leading provider of HR solutions, with approximately 32,000 FTE employees and 5,100 branches in over 66 countries and territories around the world. LHH has more than 4,000 employees around the globe including 2,200+ certified Career Coaches.