Vice President Finance

Our client a global technology services company based in Orange County, is looking for a VP of Finance.

This position is responsible for leading the financial closing and reporting requirements of the company including the external audit process at year-end. The role also entails direct responsibility for the financial reporting, accounting, tax, credit and internal controls of the company. The VP Finance and Accounting will support the CFO in planning, developing, organizing, implementing the company’s initiatives. Reporting directly to the CFO, the position is a crucial business partner, contributing to the guidance and value-building in the business.

Accounting & Tax

1) Responsible for preparing the financial statements of the company and overseeing the external audit process to ensure the completing the audited financial statements under US GAAP in a timely and efficient manner. Ensure that adequate documentation, accounting positions, and workpapers are prepared timely for the external auditors.

2) Oversee the monthly closing processes (including journal entries, accruals, and adjustments). Prepare the internal monthly, quarterly and annual financial reports with analysis. Coordinate with all business teams (including Sales, Operations etc.) to ensure the accounting systems and process are timely and that the financial statement accurately reflect the business operations.

3) Works closely with the CFO on tax strategies and ensure that all tax compliance matters are adhered to.

4) Works closely with the IT teams in optimizing the accounting systems (ERP) and related subsystems.

5) Oversee and direct the following activities.

• Monthly balance sheet reconciliations and expense allocations
• Reconciliation of bank and credit card statements
• Fixed asset accounting and depreciation schedules
• AP/AR transactions and employee expense reimbursements
• Oversee payroll processes, treasury and cash management
• Oversee the procurement cycle, from purchase orders to payments and foster strong relationships with vendors.
• Review, analyze and manage the company’s procurement credit card usage.

Financial Analysis, Budgeting Forecasting, and strategic planning

1) Support the CFO in leading the budgeting, forecasting, and monthly departmental reporting. Analyze financial data to identify trends and opportunities.

2) Analyze and review the Cash efficiency of the company and provide recommendations to the CFO and Executive management.

3) Conduct financial planning and analysis, with a focus on procurement-related areas. Perform cost analyses to facilitate effective purchasing decisions

Internal Control

1) Collaborate with the CFO and Executive management in developing an effective internal controls and governance structure. Direct, and prepare the necessary internal control documents (policies, narratives and flowcharts) for an effective and efficient system and lead the implementation of the control system to the company.

2) Oversee and direct the preparation of accounting related policies and manuals under the direction of the CFO. Collaborate with the CFO and Business leaders to implement, monitor and regularly report on the internal control systems and processes.

3) Liaison with the III Accounting & Risk Management team to align (where possible) key areas of internal control and governance.

Other Responsibilities

1) Lead and direct the finance and accounting team

2) As assigned by the CFO and Executive management, lead collaborate on cross-functional projects to drive process improvements and cost savings strategies.

3) Support the achievement of long-term financial and operational goals and objectives

Required Skills and Experience

• Bachelor’s degree (preferably in Accounting, Finance, or a related field) and a US CPA (or equivalent). MBA is a plus

• 15 years of experience in accounting or finance, including at least 5 years in management or leadership roles.

• Strong strategic thinking skills with the ability to formulate financial strategies at the executive level. Proven leadership and team-development capabilities

• Strong technical knowledge and experience in the areas of US GAAP, Internal Controls and Taxes. Knowledge of IFRS is preferred

• Excellent communication skills to drive cross-functional collaboration

• Entrepreneurial mindset and adaptability to support organizational growth

The position is five days a week onsite in Orange County.