Finatal
Client:
My client is a PE backed Critical Services business that is headquartered in Charlotte. After recently taking on funding, they are now looking for a hungry dynamic CFO to join the team and help them scale the business through both organic & M&A activity. This is an on-site role and this CFO must be willing to relocate or be based in Charlotte.
Responsibilities
- Manages and oversees all financial statements, including income statements, balance sheets, cost analysis, tax returns, banking and funding partner reports and governmental agency reports.
- Compares sales and profit projections to actual. Makes company recommendations and oversees necessary adjustments to future projections.
- Compares budgeted expenses to actual expenses. Makes company recommendations and oversees necessary adjustments to future budgets.
- Manages and provides leadership to the accounting team who are responsible for billing, collections, payroll, and budget preparation.
- Oversees investment of funds and works to maximize returns.
- Manages and oversees audits to ensure compliance with state and federal regulations; coordinates with outside auditors and provides needed information for external audits.
- Analyzes operations to evaluate performance of the company and determine areas of opportunity, program improvement and policy change to increase efficiency.
- Conducts risk assessment. Recommends and implements risk management solutions.
Qualifications
- Strong finance-based analytical skills
- CPA or MBA preferred but not required
- Project Management and program implementation background preferred.
- Strong collaboration skills, an approachable demeanor and ability to connect positively with all departments.
Requirements:
- Travel <10% of time.
- Bachelor’s degree required, Masters preferred in Business Administration, Accounting, Finance, or related fields.
- 10+ years of experience in financial management.
- Proved success managing revenue or expense accountability of over $50 million annually.
- In-depth understanding of the industry including risk management, compliance, and regulatory requirements.
- Demonstrated leadership ability
- Proven success developing profitable strategies and implementing corporate vision, mission, and goals
- Advanced Excel Reporting and PowerPoint Skills along with the Microsoft Office and Google suite of products. Salesforce proficiency a plus.
- Excellent written and verbal communication skills.
- High degree of flexibility, organization, and self-motivation
- Ideally worked in a services type business prior