Our client is a fast-growing publicly traded technology company. They are looking for a CFO to lead their dynamic team.

Responsibilities:

Strategy, Planning and Management

• Act as Chief Financial Officer and strategic business partner to senior executive leadership team.
• Assess and evaluate financial performance of organization with regard to long-term operational goals, budgets and forecasts. Provide insight and recommendations to both short-term and long-term growth plan of organization.
• Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments and make suggestions for automating processes and increasing working efficiency.
• Communicate, engage and interact with Board of Directors, CEO, COO and Executive Leadership Team.
• Create and establish yearly financial objectives that align with the company’s plan for growth and expansion.
• Select and engage consultants, auditors and investors.
• Recruit, interview and hire finance, accounting and payroll staff as required.
• Serve as a key member of executive leadership team and round table discussion panel.
• Participate in pivotal decisions as they relate to strategic initiatives and operational models.
• Interact with and bring department into line with Board of Directors’ plans, initiatives and recommendations.
• Implement policies, procedures and processes as deemed appropriate by senior leadership team.

  Financial Analysis, Budgeting and Forecasting

• Prepare and present monthly financial budgeting reports including monthly profit and loss by division, forecast vs. budget by division and weekly cash flow by division.
• Review and analyze monthly financial results and provide recommendations.
• Identify, develop and execute analysis of business initiatives, product launches and/or new service offerings.
• Develop and maintain monthly operating budget and annual company operating budget.
• Manage financial planning and analysis department. Supervise creation of reports, software implementation and tools for budgeting and forecasting.
• Participate in weekly conference calls with Lenders, Vendors and Executive Leadership Team.

  Accounting, General Ledger, Administration and Operations

• Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software. Provide regular maintenance and backup of all accounting systems and supervise company financial staff.
• Review and ensure application of appropriate internal controls, SOX compliance and financial procedures.
• Ensure timeliness and accuracy of financial and management reporting data for federal funders, foundations, investors and company’s board of directors.
• Oversee the preparation and communication of weekly, monthly and annual financial statements.
• Oversee the preparation and timely filing of all local, state and federal tax returns.
• Ensure SOX compliance regarding all financial functions.
• Work with Human Resources to ensure appropriate legal compliance.
• Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies.
• Oversee preparation of monthly, quarterly and annual financial statements.
• Review all month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation.
• Enhance and implement financial and accounting systems, processes, tools and control systems
• Hire, develop and manage accounting directors, managers and staff
• Serve as a key point of contact for external auditors; Manage preparation and support of all external audits.
• Coordinate and strategize methods used to attain team goals with Chief Accounting Officer and Regional Controllers.

  Financial Management

• Manage cash flow planning process and ensure funds availability.
• Oversee cash, investments and asset management area.
• Explore new investment opportunities and provide recommendations on potential returns and risks.
• Maintain outstanding banking relationships and strategic alliances with vendors and business partners.
• Utilize forward-looking models and activity-based analyses to provide financial insight into the organization’s plans and operating budgets.

  Financial Relations and Policies

• Engage finance committee and/or board of directors to develop short term and long term plans, projections and budgets.
• Represent company to banks, financial partners, institutions, investors, public auditors and officials.
• Remain current on audit best practices as well as state, federal and local laws regarding company operations.

  Finance and Accounting Team Management

• Mentor and develop a team of 10 senior managers and/or directors, managing work allocation, systems training, performance evaluations, and the building of an effective and efficient team dynamic.
• Guide larger, cross-divisional teams outside of direct span of control within the three main company divisions.

  Cash Management

• Oversee weekly cash management and AP Department, approve large payables, sign checks, authorize large wires and ACHs
• Supervise Accounts Receivable management and provide guidance relating to the collection process

  Qualifications:

• Bachelor Degree in Accounting or Finance
• Investment Banking/Private Equity background
• CPA
• MBA from top 10 business school preferred
• Background in Big 4 Public Accounting
• 6 years minimum experience as a CFO in a large ($500 million ), publicly traded corporation.
• 14 years total accounting or finance experience
• Outstanding knowledge and understanding of GAAP, IFRS, SOX compliance and SEC reporting.
• Background coordinating with I.T. staff to manage and/or upgrade accounting system. Systems implementation experience strongly preferred.
• “Hands On” ERP Systems Experience – SAP, JD Edwards or PeopleSoft experience preferred
• Outstanding communication and presentation skills.
• Demonstrated leadership ability, confidence and executive presence – ability to motivate staff.
• Excellent analytical, reasoning and problem-solving skills
• Significant experience working with external auditors, internal controls and compliance-related issues.
  • Many of our job openings can be viewed at https://consultativesg.crelate.com/portal