Director of Finance and Accounting

Full-Time, Exempt

Location: Scottsdale, AZ

The VP of Finance will be a key financial partner for the management team of Lumifi. This new role will be working with the CEO to help build and transform the finance function, with ownership of the investor data and shared information. This role will also be a key strategic partner with the Executive team of the privately-held company to scale growth and execute strategic initiatives. Key responsibilities will include leading the company’s financial planning, forecasting and analysis processes, leading the company’s long-range planning and budgeting cycle, cash flow forecasting, performing business intelligence and preparing management reporting, managing the effective use of finance systems and data management, delivering value-added business analyses, as well as, defining and reporting meaningful financial and operational metrics that lead to insightful, accurate business decision-making. You’ll own FP&A, accounting, and financial operations. Ultimately, your work will enhance our internal decision-making, particularly as it relates to resource allocation. This position is based out of our Scottsdale, AZ office.

Primary Duties:

FP&A

• Lead, review, and manage the annual budgeting and forecasting cycle, long-range strategic plan, provide periodic business analysis and provide financial support for strategic initiatives
• Review, guide, manage and approve forecasts, monthly performance reviews, periodic business reviews, annual budgets
• Design and implement financial planning systems, modeling scenarios, variances and dashboards
• Monitor the profitability of product lines and assist in determining the appropriate allocation of resources to growth initiatives.
• Create effective performance metrics to drive accountability and ownership within the organization

Treasury

• Responsible for cash flow forecasting and management
• Manage liquidity and working capital
• Manage banking relationships and wire transfers

Financial analyses and Management Reporting

• Lead the preparation of financial analysis, commentary and presentation materials for executives, board meetings, and other third parties
• Provide support to the senior management team with respect to strategic / financial decisions through timely and accurate analyses, including sales and margin performance
• Advise and set financial targets to divisional operation management
• Challenge divisions on setting / achieving the financial targets
• Assist divisional finance personnel in adopting best practices
• Ensure consistent assumptions, business metrics and KPI’s leveraged across all business units
• Structure, manage and coordinate complex cross-company projects with key stakeholders

Required Skills and Experience: 

• 8 years of experience in a finance role (FP&A) with experience building new systems from scratch
• 5 years of progressive/transformative financial planning and analysis and related corporate finance planning management
• Bachelor’s degree in Accounting or Finance; MBA preferred.
• Proficiency with Enterprise Financial Management Systems (NetSuite experienced preferred) and CRM Systems (Salesforce)
• Experience with the development and maintenance of financial performance management dashboards and KPIs
• Thorough knowledge of AR and AP processes; preferably experience in working with and / or developing automated AP / AR processes

Benefits Include:

• Health Insurance 80% paid by employer
• Dental Insurance 80% paid by employer
• Vision Insurance 80% paid by employer
• Group Term Life and Long-term disability 100% paid by employer
• Sick, Vacation, and Holiday leave
• Equity Options offered for all employees!

Lumifi welcomes and encourages diversity in our workplace. All qualified applicants will receive consideration for employment without regard to race color, religion, sex, sexual orientation, gender identity, national origin, or disability.

All candidates must be eligible to work in the U.S. for any employer.