• Reporting to the Director of Finance, NA Shared Services, the Finance Manager for Rebates and Business Process Outsourcing, will initially have responsibility for the rebates processing administration, managing the respective internal and external rebate processing partnerships and developing/improving the financial and KPI reporting as it impacts strategic decision making, profitability and process efficiency & effectiveness. 
• This role will work collaboratively with Sales & Marketing, Shared Services, IT, Audit and external partners to manage rebate process controls, conduct internal audits of the business process and ensure transactional processing has maintained integrity throughout the entire end-to-end process.
  
• This critical role will drive accountability within the process and clearly outline expectations for all partners involved to ensure that the service delivery and customer service aspect of rebates administration is managed (people, process and technology).
  
• The Finance Manager will also play an integral business partner role with the NA Sales Organization and the ongoing JD Edwards rebate system implementation to ensure business requirements are met and delivered, working with distributors on rebate information being sent and received in loyalty programs and implement continuous improvement and lean discipline into all aspects of rebates administration, business process outsourcing and order-to-cash efforts. 
  
• Focus areas for rebate and business process outsourcing includes processing and reporting around volume rebates, distributor and counter rebates, contractor rebates, special promotions, discounts and allowances, and vendor managed inventory-rebates. 
• Role will develop and support sales reporting and analytics around the effectiveness of pricing and rebates by customer, developing a scorecard to be used by Sales and Finance to support strategic decision making and implement internal audit recommendations for rebate processing improvement(s). 
• This role is part of the Shared Services Leadership team for North America.

• Assist Director in developing goals and objectives for the rebate accounting team (4 FTEs) along with individual development plans for areas of responsibility 
• Work collaboratively with Shared Services Leadership to develop and implement strategic direction for Shared Services to improve efficiency and effectiveness through both technology and process improvement and innovation
• Analyze and evaluate business processes and recommend actions to streamline, improve operational efficiencies, and identify opportunities for reducing operational costs in rebates administration
• Ensure that staff are trained, motivated, productive, and produce a quality product and/or service

• Supervise the timely preparation and analysis of monthly and quarterly financial statements of management rebate reporting, analysis and decision making support
  
• Prepare and review rebate accrual and adjustment entries to the Financial Accounting Team
  
• Prepare quarterly rebate sales commentary and relative margin impact analysis to Senior Management as part of the consolidation process
  
• Evaluate and advise on the impact of rebates on long range planning, introduction of new programs/strategies and regulatory action as it pertains to end customers, contractors and distributors

• Act as business partner to the Sales & Marketing teams is it pertains to rebates and pricing analytics
• Optimize service delivery processes, tools and technologies and communicate with both upstream and downstream customers with regards to rebates administration
• Establish service level agreements with both internal and external customers

• Identify and prioritize areas of process improvement to drive efficiency and implement changes and enhancements (process or technology enabled) working within the team and across functions
• Seek feedback from various business partners, customers and peer groups to develop improvements that support the business and finance objectives are achieved
• Embrace continuous improvement tools and methodologies (Lean Six-Sigma) into all areas of rebates administration and order-to-cash processes it impacts (e.g. billing, collections, sales and pricing analysis support)

• A dynamic change leader who can create competitive breakthrough solutions that inspire a high performing workforce, relentless pursuit of continuous improvement, nimble response to marketplace changes and improved organizational effectiveness that will drive strong business results
• Interacts with others to build trust and confidence in his/her intentions
• Maintains the organization’s vision and values in decision making, exhibiting high integrity, openness and honesty
• Demonstrated attention to detail, professional attitude, and ability to maintain confidentiality
• Demonstrated effective time management and organization skills
• Demonstrated proficiency in leadership and strategic thinking
• Demonstrated communication and presentation skills
• Addresses conflicts promptly, using focused listening and feedback
• Assumes responsibility and accountability for successful execution, considering people and budget impacts as key for success
• Honors commitments, protects confidentiality
• Sets high standards of performance for oneself and the team
• Modifies behavior based on self-awareness to improve impact
• Manages conflict, dealing effectively with strategies that seek common ground and support collaborative problem solving

• Work is generally performed primarily in the office, but also in various locations (road, airport, customer visits, etc.).

• Must be able to remain in a stationary position 50% of the time
  
• Must be able to work flexible hours (including nights and weekends) to complete tasks as assigned
  
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
  
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  
• Must be able to travel throughout the USA and Canada

• Up to 25% travel required (passport required)

• Bachelor’s degree in Accounting, Finance or Business
• Minimum seven (7) years financial accounting experience
• Minimum five (5) years supervisory experience
• Thorough understanding of Generally Accepted Accounting Principles (GAAP)
• Either Lean or Six Sigma Certification and application in an office environment
  

• Master’s Degree in Accounting, Finance or Business
• Previous Shared Services and transactional processing experience
• Familiarity with US and Canadian tax laws
  

• Rebates Accountants, Rebates Outsourcing Partner
  

Chief Financial Officer

• You will be responsible for establishing financial policies, procedures, controls and reporting systems.
• He / she must have strong financial, accounting, communication, analytical and management skills.
• He / she must be excited about getting on the ground floor of building an industry leading business and managing a team.

Responsibilities and Duties
• Reporting directly to the CEO, the CFO will play a key role in establishing and executing the finance and accounting operations of the Company.
• Planning, directing and coordinating all financial and accounting operational functions, policies and procedures across the wider business
• Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of individual business-level and consolidated business-level results
• Coordinating and preparing financial statements and managing the budget process
• Implementing internal audit programs and coordinating activities of external auditors
• Establishing, monitoring and enforcing accounting and internal control processes
• Helping hire, train and retain skilled accounting staff across the wider business
• Maximizing financial performance and limiting risk on cash by minimizing bank balances
• Providing the executive team with information vital to the decision-making process
• Protecting operations by keeping financial information and plans confidential
• Contributing to team culture and effort by accomplishing related results as needed

Qualifications and Skills
• Bachelor's degree in accounting, finance or a related field (Master's degree preferred)
• Previous experience at a reputable accounting firm (Big 4 public accounting is a plus)
• 10+ years of accounting and financial management experience is preferred
• Certified Public Accountant qualification is a plus
• Strong ability to communicate accounting and financial information into common language
• Experience owning a company's general ledger and producing timely financial reporting
• Track record of leading, professionalizing and optimizing the accounting operations of a private capital backed company with at least $10M in revenue
• Extreme organization and priority setting skills
• Knowledge of invoicing, payroll, accounts payable and accounts receivable functions
• Ability to deliver quality work on tight deadlines
• Knowledge of federal regulation on taxes and GAAP standards
• Extensive experience using Sage Intacct, with added preference for leading an implementation
• Experience with M&A and accounting and financial systems implementation is a plus
• Exceptional project management experience with a demonstrated ability to lead and drive processes and teams
• Excellent interpersonal skills, attention to detail and teamwork
• Desire for significant responsibility to help shape a new accounting and finance team
• Interest in joining a well-capitalized entrepreneurial team
• A positive and resourceful attitude excited about building a leading PE-backed business

Controller

• Provides executive leadership in financial management, strategy and planning for a multi-location manufacturing company.
• The finance manager/controller engages in financial analysis, modeling and decision making to maximize operational and cash-flow performance.
• This person will not only assure we stay healthy financially, but will also be a vital part of helping continue our transformation to becoming an exceptional enterprise.

General Duties:

• Perform a variety of advanced financial analyses to determine present and forecast financial health of the company.
• Supervise payables, receivables, banking, payroll, monthly statement preparation with attendant journal entry items.
• Manage treasury activities including credit facility management, regular bank relations, and cash forecasting.
• Supervise business forecasting model and periodic budgeting activities.
• Use financial modeling to simulate financial scenarios.
• Present potential scenarios and outcomes to President and CEO.
• Manage the preparation and publication of departmental and organization financial documents.
• Prepare monthly analysis of cost of goods sold and operational expenses.
• Partner with internal teams to determine financial impact of product cost reductions, manufacturing process additions/deletions, manufacturing flow changes, etc.
• Identify, investigate, and analyze potential operational improvement. As appropriate, based on findings, make proposal for operational changes (policy, procedures, processes, etc.).
• Prepare financial and business reports, including divisional and consolidated company financial statements
• Prepare and review journal entries and general ledger account reconciliations
• Prepare and provide financial statements, financial reports, analysis, and other reports on a scheduled or unprompted basis
• Maintain accounting applications within software to ensure the proper, complete, and accurate record-keeping of accounting company transactions are performed within the Generally Accepted Accounting Principles (GAAP)
• In coordination with COO, manage the quarterly and annual forecasting process, including regular interface with business managers of each of the business units
• Duties include conferring with business unit leader about budgeting and reviewing strategies to meet overall goals and objectives.
• Execute functions within the period-end/year-end reporting and external audit process
• Participate as an accounting subject matter expert on internal project teams
• Assist with providing training, guidance and direction to accounting professionals to ensure work is performed in an efficient, timely, and knowledgeable manner
• Identify and drive approved process improvement opportunities while demonstrating excellent analytical and problem solving skills; detail oriented

Qualifications

• Bachelor’s degree, Accounting major desired
• CPA or CMA
• Minimum 7 years’ post-graduate experience performing technical accounting-related duties
• Experience with GAAP accounting, general ledger, consolidations, and accounting applications
• Experience with Period-end/year-end closing process and external audit
• Experience with preparing and analyzing financial statements and reports

Preferred Qualifications:

• Previous experience with public accounting, ERP systems and Business Intelligence software
• Previous experience with internal/external auditing of various business functions
• Previous experience with internal control processes
• Previous experience with accounting/tax processes for international businesses
• Previous experience in a professional services industry
• Previous experience with Capital projects (contract accounting and project administration)
  

Director of Internal Audit

• More than 40,000 clients in almost 100 countries rely on my clients technology to elevate how, when, and where their work gets done.
• My client is Headquartered in Austin, Texas

About the Job

• The Director of Internal Audit designs the planning and execution of the companies Sarbanes-Oxley (SOX) compliance efforts. 
• This is a hands-on position which interfaces with various levels of management. 
• The Director of Internal Audit must be able to maintain objectivity and provide the appropriate level of guidance to the company's process owners in terms of SOX requirements and changes to control structure that leads to a sustainable and cost effective programs for the company.
• The position reports to the CFO

Controls & Process Improvements

• Lead effort in defining control objectives and monitoring compliance for SOX requirements
• Plan annual SOX program, which includes scoping, timing, and execution
• Conduct walkthroughs; review and observe business processes to assess process level controls, entity level controls, and application controls
• Identify risk and/or process deficiencies; recommend improvements for key processes and procedures
• Manage resources who evaluate and test internal controls’ operating effectiveness; this may include testing select processes, detailed working paper review, test design, sample size guidance, exception evaluation criteria, and retest expectations
• Facilitate in the remediation of control gaps with process owners to ensure that issues are brought to closure; help escalate when deficiencies are not remediated timely
• Research changes in SOX regulations to ensure timely compliance
• Assist in the implementation and compliance of process level controls, entity level controls, and application controls for newly acquired subsidiaries or components of the company
• Serve as a liaison between Finance & Accounting, third party consultants, and external auditors regarding controls over financial reporting
• Facilitate annual training to employees regarding compliance with SOX / SOC controls

Other Compliance Reporting

• Assist in the coordination of other compliance audits (i.e. SOC) performed by the company and its subsidiaries
  Special Projects
• Assist in the researching technical accounting pronouncements, and evaluating their impact on the company’s financial reporting and business operations
• Identify and evaluate issues and processes that may impact multiple business units; suggest ideas and solutions that may lead to standardized and improved processes across multiple business units

The right Candidate

• CPA desired, CIA and/or other relevant certifications a plus
• Bachelors Degree in accounting, information systems management, or related field required. Masters preferred
• Minimum of 5 years of experience in public accounting firm (Big 4), leading financial audits for public companies
• Minimum of 5 years of supervisory and/or project management experience
• Relevant experience working with Finance and IT operating procedures in the software and payroll industry preferred
• Knowledge of accounting principles, auditing standards, COSO, PCAOB, and Sarbanes-Oxley (SOX) requirements
• Strong business and technology acumen; solid understanding of general IT computer and application controls, IT platforms and related services
• Skilled in planning, organizing and implementing information technology policies, procedures and practices in regulated computing environment
• Highly organized, results-oriented and attentive to details
• Excellent verbal and written communication, presentation, facilitation and diplomacy skills
• Ability to build consensus among business process owners, department managers, and outside professionals to influence and coordinate across organization boundaries
• Independently determines and develops approaches to complex problems. Thinks creatively and applies facilitation skills to achieve resolution
• Proficient in spreadsheets, databases, MS Office and financial software applications
  

Corporate Controller

Project Manager: 

Executive Overview:
the project manager is the single point of responsibility and authority for the successful outcome of a project. A successful project is defined as a SAFE project with a positive financial outcome and where we have met or exceeded the client’s expectations. As the single point of responsibility the project manager has the decision making authority as it relates to project organizational structure, foremen selection by request, design oversight and subcontractor selection.
Our intent is to utilize the project planning process as outline below:
1) Stand and Deliver ( where applicable)
2) Pre-job planning- Estimating to PM
3) Pre-Job planning- PM to Field
4) Exit Strategy
Stand and Deliver:
Stand and Deliver is a process where senior management provides insight and challenges the constructability of a large scale project including but not limited to:
• Scheduling
• Staging
• Safety and Environment
• Coordination
• Fabrication
• Crew Composite
• Field process- C.O’s, RFI’s, cost impacts, cost management
• Budget improvements
Pre-Job Planning- Estimating to PM:
This process entails the transfer of estimating files and related information to the PM upon project award. This includes intended constructability overview, project scope, cost, assumptions, qualifications, schedule, terms and conditions and pre and post award commitments.

Pre-Job Planning- PM to Field:
This process includes taking the data from the Estimating to PM transfer of information and collating into a workable format for the lead site supervisor to be able to execute the project within the guidelines of his responsibility.
Project close out:
This Process includes the mindset of finishing strong and involves a meeting with the project team to discuss project close out matters ranging from site demobilization, financial close out, client close out documents ( O and M’s, As-Built, Owner training) and the introduction of our service representative.

General Responsibilities:
• Execute the AMS Stand and Deliver program when applicable and engage the appropriate leadership for proper implementation of the program.
• Initiate a turnover meeting with estimating to review of all the attributes of the AMS estimate and collate the information into an executable format incorporating the AMS Pre Job Planning program “estimating to project manager” and mobilization programs.
• Once the data has been formatted for the field, facilitate a meeting with the respective project team which would include the Lead Site supervisor, General Superintendent, safety manager, Engineering and design if applicable, fabrication foreman if applicable, and Assistant to the PM. Discuss constructability, cost code profile, change management, organizational reporting structure, methods of productivity measurement, fabrication opportunities, logistics and job site documentation requirements.   Follow the outline of the AMS Pre job planning process “Project management to field”. Productivity Builder Program 2015 or as amended.
• Provide leadership for the cost management, cash flow and cost projections as required by corporate policy.
• Review and understand the legal contract documents (3rd party review is acceptable). Highlight significant at risk clauses and notification requirements. Provide cliff note version to lead site supervisor as it relates to field notification requirements.
• Outline all Safety protocols and incorporate AMS safety management as required but no less than including them as part of the Pre Job Planning “Project Manager to Field” program.
• Visit projects weekly, walk the site, review labor productivity with lead site supervisor. Meet with the client to verify acceptance of progress.
• Manage all MBE/WBE/City of Chicago
• Support and promote the culture, philosophy and mission of AMS with our clients, our field team, our subcontractors and suppliers.
Under distressed circumstance where productivity and performance become an issue the superintendent has overruling authority as it relate to foreman manpower loading. If there is a dispute between what the PM feels is necessary then it will move to an executive review.
Responsibilities- Estimating to Project Management (Project Inception)
Upon receipt of a project the project manager should meet with estimating to obtain a full understanding of how the project was estimated, contractual obligations and all pertinent details leading to the award of the project including the following:

• The CAO is responsible for overseeing all accounting functions such as ledger accounts, financial statements, and cost control systems. 
• Their focus includes regulatory compliance and practices and collaborating with the CFO developing financial strategies.
  

• Partnering with the CFO to determine accounting and tax implications for all material business decisions;
• Reviewing all documentation and contracts in order to develop and improve internal controls;
• Assisting with quarterly financial reporting - including drafting and reviewing SEC documents, ensuring quality, and administering strict timeline;
• Managing transaction accounting, SOX, the closing process, and other financial controls;
• Overseeing General Ledger functions; assure accuracy, timeliness, and conformity with professional accounting standards and best practices in accordance with GAAP;
• Acting as a liaison to external auditing firms, while owning primary responsibility for the Company’s views on technical accounting matters;
• Collaborating and contributing to the Senior Leadership Team and BOD to improve overall company performance;
• Overseeing tax compliance and strategy, as well as, capital assets;
• Working with senior management to ensure internal compliance.

• A Bachelor’s degree in accounting or finance;
• CPA certification;
• Minimum of 5+ years of experience in a senior financial leadership position;
• Previous experience managing finance and accounting functions;
• Understanding of tax regulations and compliance;
• Experience navigating through complete technical research required;
• Strong proficiency in SAP or other software required;
• Exceptional business acumen.