Chief Financial Officer

Full Time Flex position in Remote

Job Description

Summit Group Endeavors is seeking an experienced Chief Financial Officer to join their leadership team. This position is 100% remote, with the ideal candidate being able to work within Eastern Time Zone hours.



Our client, Summit, believes that every connection has the ability to change the world. Summit designs

experiences that educate, connect and inspire. They gather entrepreneurs, artists, non-profit

founders, global explorers, humble innovators and diverse thinkers from around the world to

develop positive, impactful relationships through dynamic shared experiences. Summit hosts

annual invitation-only events and experiences that assemble leaders who are disrupting their

respective industries to form friendships and inspire one another to achieve personal,

professional, and altruistic goals. Learn more about them here:


Summit Group Endeavors is seeking a Chief Financial Officer for the Summit Ecosystem

including oversight of Summit Series, flagship events business and Summit Junto, forum

membership network.


  • Partner with the CEO and Senior Leadership team to assess organizational performance

against both the quarterly and annual budget and company’s long-term strategy

  • Responsible for accounting, bookkeeping and all financial needs of the company

  • Lead preparation of P&L statements, cash flow, balance sheets and other relevant

financial statements

  • Develop tools and systems to provide critical financial and operational information to

the CEO and make actionable recommendations on both strategy and operations

  • Engage the board and all finance, audit, and investment goals around issues, trends, and

changes in the operating model(s) and operational delivery

  • Oversee day to day, quarter by quarter and long-term budgetary planning and costs

management to ensure alignment with the company’s vision and plan

  • Participate in key decisions pertaining to strategic initiatives, the operating model and

operational execution

  • Prepare and maintain regular financial planning reports; monthly profit and loss forecast

by division (vs. budget); Weekly cash flow forecast

  • Develop and execute analysis of various business initiatives

  • Assist in development of financial planning and analysis exercises/reports

  • Oversee financing strategies and activities, as well as banking, debt, financing

relationships, government grant programs and more

  • Engage the CEO and the board of directors to develop short and long-term financial

plans and projections

  • Represent the company to financial partners, including financial institutions, investors,

auditors, etc.


Relevant Experience:

  • A minimum of a BS; a CPA and/or MBA would be a plus

  • At least 5+ years’ experience as a VP Finance or CFO and controller for a conference,

event, entertainment / media company

  • Experience working in the entertainment, event, conference, media, community industry

  • Experience using Salesforce CRM system

  • Exemplifies enthusiasm, excitement, and passion behind the company and

products. Appreciate authenticity of the brand and thrive in an entrepreneurial, growing


  • A confident, ambitious self-starter – highly motivated to succeed that is comfortable

rolling up sleeves

  • Excellent written and oral communication skills

  • Demonstrated leadership ability, team management, and interpersonal skills

  • Excellent analytical and abstract reasoning skills

The compensation for this role is $200k-$250k depending on experience.