ROLE & RESPONSIBILITES

The Chief Financial Officer is responsible for deriving value out of data and driving financial planning for the business. The CFO will provide informed and objective counsel on business issues and will offer technical and experience-based advice to peer executives and staff. Along with the rest of the executive leadership team, this individual should be a strong and proactive advocate for value creation across all functional areas of the organization. This individual will be a leader who will provide hands-on and day-to-day management of all financial functions and best practices, promoting and instilling a culture of personal learning and professional development.

• Coordinate the overall financial activities of the company. Lead finance, cash management, tax strategy, compliance, reporting, forecasting, budgeting, analytics, audit, and financial planning and analysis (FP&A).
• Oversee all accounting and financial functions individually and through staff. Ensure staff is properly handling A/P, A/R and payroll.
• Develop a process of labor and overhead tracking to create a refined cost allocation method through which direct labor costs are included in cost of goods sold (COGS), down to customer level.
• Provide expertise on transaction advisory activities including defining geographic expansion or acquisition targets with due diligence and financial modeling to support business decisions and track progress on key initiatives across the company.
• Manage cash flow through efficient working capital management and lead decisions on capital planning and expenditures with data to support return on investment (ROI). Advise on trends that influence planning.
• Strategic partner with Chief Executive Officer, Private Equity investors and company Board of Directors.
• Reliably prepare monthly, quarterly and year-end financial statements and written commentary.
• Build budgeting and analysis capability with insightful, long-term vision.
• Ensure that information systems and reporting tools provide the information needed to make sound business decisions. Proactively lead the organization through changes and integration, as needed.
• Work with auditors and ensure all financial statements are created accurately and on time.
• Communicate goals and KPIs within an organization by connecting objectives to measurable results.
• Manage distributors as well as vendor relationships and contracts (i.e. legal counsel, brokers, banking relationships, retirement planning, IT vendors, etc.).
• Maximize productivity of the company’s financial resources and optimize financial statements.
• Ensure risk mitigation through timely, systematic deployment of risk assessment tools and processes.
• Assess the finance and accounting functions and develop a talent management strategy for the finance function.
• Develop a high-performance, collaborative culture within the Finance organization that promotes proactive behavior and innovative thinking.