SENIOR DIRECTOR FINANCIAL REPORTING

• My client is a national leader as a securities broker/dealer, has an opening in our Accounting department for a Senior Director, Financial Reporting. 
• The Senior Director works under the direction of Financial Reporting leadership and directs the function of one or more areas.

Essential Duties and Responsibilities

• Drive overall effectiveness of the Financial Reporting team by evaluating current procedures and implementing and standardizing processes in order to streamline operations, while ensuring sufficient checks and balances exist
• Provide oversight over all sub-ledgers and supporting details, including but not limited to accounts payable, accounts receivable, and fixed assets
• Develop an understanding of company revenue and profitability targets and firm level goals
• Responsible for facilitating and administering the company’s budget processing, forecasting and planning, including but not limited to providing effective communication and services to individual business units and senior leadership and interpreting and explaining budget variances and policies
• Ensure maintenance of accurate records and document actions for areas managed
• Serve as liaison between the Accounting department and internal and external customers to ensure compliance with all applicable rules and regulations, including but not limited to external auditing firms, SEC, FINRA and Net Capital requirements pursuant to Rule 15c3-1; and provide necessary documentation as requested
• Interface internally and externally in a professional and courteous manner to achieve the Company’s common goals and ensure communication of those goals and statuses to all necessary parties
• Be available at the direction of Upper Management for other duties and responsibilities including various project
• Candidates will have demonstrated knowledge of U.S. GAAP, IFRS, Sarbanes-Oxley, and advanced broker-dealer reporting.
• Qualified candidates will have the ability to review and interpret third party auditing firm’s recommendations and reports regarding tax regulations and their application to the firm’s specific situation.
• Ideal candidates will possess analytical thinking and organizational skills while taking a hands-on approach to maintain a balance of direct involvement in day to day details and big picture strategic thinking

Education/Experience: 

• Bachelor’s degree in Accounting or related field; four to six or more years in related experience or training in the Financial Services sector; or equivalent combination of education and experience.

Certificates and Licenses: 

• Financial Industry Regulatory Authority (FINRA) Series 7 is typically required.
• Other licenses or certificates may be required as dictated by the department.

Director of Finance - Sales & Marketing

Description

• Key financial management responsibilities for budgets, forecasts, monthly accounting processes, monthly reporting processes and analytical support for Demand.
• Serves as a financial expert to Sales & Marketing leadership on complex initiatives with strategic importance.
• Plans and directs the development and analysis of sales and marketing departments financial budgets, forecasts and strategic plans. Evaluates business trends with related impact on SBUs.
• Provides recommendations to management for establishing and achieving profit objectives.
• Assesses alternatives and overall financial performance to suggest appropriate course of action.
• Oversee the preparation of all sales and marketing forecasts including monitoring item level forecasts.
• Builds strong, effective, high performance teams. Strengthens the quality of talent through assessment, selection, and coaching.
• Influences and motivates for strong performance and identifies and develops future leadership.
• Makes recommendations to and provides Sr. Management with financial decision making support on new product development.
• Participates in the identification of key business issues, supports analysis of capital expenditures, and leads the reporting needs of both Sales & Marketing as well as SBUs.
• Business Leadership Team (BLT) member, responsible for planning, directing, and coordinating activities, projects and programs for the BLT and for the Finance organization.
• Monitor business operations within Sales & Marketing to ensure proper accounting, including licenses, royalties agreements, customer pricing, trade spending, and marketing agreements.

Qualifications

• Bachelors Degree in Finance/Accounting. MBA preferred.
• 10+ years related experience in financial management and strategic planning.
• Through knowledge of financial planning and analysis, modeling and reporting.
• Must be knowledgeable of accounting systems and the delivery of business strategies.
• Attention to detail and accuracy, ability to effectively leverage financial processes and manage priorities

Principal Financial Analyst

Outdoors People Desired. Relocation Covered.

If you like to be outside, and enjoy Fishing, Skiing, Hiking or any other outdoor activity then this is the place for you. Surrounded by natural beauty this small city has everything you'd expect from a major city, including baseball, horse racing, a symphony orchestra and live theater. They have gained a national reputation as a beautiful and family-friendly spot to live or visit. The city is well-integrated into its environment, with a pretty downtown area on the shores of the River, which runs through town. Clean streets retain the flavor of the city's founding in the early 1900s.

My Client is a 2 billion-dollar enterprise doing business in 19 countries around the globe. It has become one of the largest wellness retailers in North America. It is the largest manufacturer of consumer packaged goods in the Northwest.

POSITION SUMMARY:

• The Senior Financial Analyst is responsible for ongoing periodic internal analysis of and reporting on actual and forecasted financial and operating performance for the consolidated Group as well as for individual business units.
• The analysis and information reported by this individual is key to the leadership team’s decision-making and daily management efforts and to the company’s statutory reporting and internal control obligations.
• As part of this role, the Senior Financial Analyst also addresses day-to-day questions and requests for analysis from the leadership team.
• The position is involved with financial reporting analysis and trends, forecasting, monthly analytical reporting, along with other ad hoc projects supporting both the finance department and business operations.
• Provide day-to-day support for field questions and analysis.
• Participate in the re-forecasting and annual budgeting process. Recording, assessment, and monitoring of capital projects for the Divisions.
• Work with Group Engineering lead to plan, track, review, and report on capital projects. Special projects are common to this position.
• This individual will also have the opportunity to periodically engage in and support key projects and initiatives for the finance organization as well as for other functions.

 MAJOR DUTIES:

• Assemble and analyze data in order to prepare various periodic (daily, weekly, monthly, quarterly and annual) internal financial and operating reports.
• Work cross-functionally in order to address questions raised internally within the FP&A team or presented by the senior leadership team.
• Diligently track, record, and facilitate capital requests and spend for all business units. For US and foreign business units, lead the process of recording, accruing and reviewing capital spending transactions.
• Provide variance analysis of actual results relative to the current forecast and to the annual plan.
• Actively participate in all level of budgeting and forecasting, from Weekly forecasts to full-year budget to 5-year strategic planning.
• Develop integrated revenue/expense reports, analysis, and presentations.
• Develop and prepare analysis of cash conversion cycle and balance sheet metrics.
• Create monthly, quarterly, and annual reports and ensure financial information has been properly recorded.
• Assist with researching and compiling industry benchmarking information.
• Maintain current the documentation of the desk procedures for which the individual is responsible.
• Support process improvement initiatives as directed by the leadership team. Also, identify and recommend process improvement and lean opportunities. An ideal candidate will have experience in optimizing finance processes for speed, agility, and insight.
• Work on ad hoc reporting, projects and initiatives as requested by Corporate, Group, or Business Unit leadership.

KNOWLEDGE, SKILLS, ABILITIES:

• Bachelor's degree in Accounting or Finance. 10+ years of relevant experience in areas such as financial reporting, forecasting, and analysis.
• Excellent interpersonal skills with the ability to professionally interact across all levels of management.
• Strong business acumen with the ability to quickly understand and drive multiple initiatives to a decision point.
• Excellent analytical skills with the ability to link financial results to operational performance drivers.
• JDE, Oracle ERP and Hyperion Essbase experience preferred.
• CPA preferred.
• Strong attention to detail and focus on quality required.
• Understanding of typical concepts, practices, controls and procedures within Accounting & Finance required. Demonstrated ability to think creatively, solve problems, meet deadlines and prioritize tasks.
• Flexibility to not only work in a managed and structured environment, but also work creatively and independently, as appropriate

JUDGMENT:

• Must be able to bring practical and sound business principles to a variety of situations in a fast-paced environment.
• Analytical / Interpretive Complexity:Must be able to analyze complex issues and identify underlying factors to be able to suggest and implement solutions that result in process improvement and overall efficiencies for the business.
  Planning: Needs to plan in order to meet deadlines and deliver on projects that drive value within the business.

SUPERVISION

• Position supports multiple BU’s; this function will be required to address both shared and specific Group/BU issues
• Given to Subordinates: Guidance given on specific job related tasks and policies as required.
• Guidance also provided on project related work as needed.

Senior Financial Analyst

Outdoors People Desired. Relocation Covered.

If you like to be outside, and enjoy Fishing, Skiing, Hiking or any other outdoor activity then this is the place for you. Surrounded by natural beauty this small city has everything you'd expect from a major city, including baseball, horse racing, a symphony orchestra and live theater. They have gained a national reputation as a beautiful and family-friendly spot to live or visit. The city is well-integrated into its environment, with a pretty downtown area on the shores of the River, which runs through town. Clean streets retain the flavor of the city's founding in the early 1900s.

My Client is a 2 billion-dollar enterprise doing business in 19 countries around the globe. It has become one of the largest wellness retailers in North America. It is the largest manufacturer of consumer packaged goods in the Northwest.

EXPERIENCE

• We are looking for an enthusiastic, experienced and analytical Senior Financial Analyst to join our FP&A team.
• If you are a highly analytical individual with good business sense, excellent judgement and a practical approach to data and solutions we want you.
• If you  are perceptive, relentlessly curious, a fast learner and move quickly we want you.
• As a member of the FP&A team you will work directly with business leaders assisting in the development of forecasts, budgets, business cases and identification of opportunities all helping drive decisions by senior leadership.

Position Summary, Responsibilities and Expectations:

• The Financial Analyst is responsible for planning, design and implementation of financial and operational cost analyses and models, identifying trends, and recommending and implementing methods for improvement.
• Additional responsibilities may include: budgeting and forecasting, business unit analytical support, and long term strategic planning support.
• Performs financial and strategic analyses, in collaboration with the operating groups, to improve performance for all areas of the company.
• In conjunction with various business units, leads the due diligence and drafting efforts for high value capital project expenditure justifications for presentation to C-Level Executives.
  
• Completes company budgets through development and design of budget models, interaction with various departments, and communication of objectives and progress to individual group leadership and CFO.
• Interprets financial data and communicates conclusions and recommendations to client departments.
• Creates and delivers financial presentations to upper management. Also assists with creation of CEO and CFO presentations of financial results.
• Develops complex financial and operational models for the company and its departments.
• Develops financial reports to monitor key metrics, interprets financial results and seeks out areas of concern and/or opportunity.
  
• Support business teams with analysis, forecasting, budgeting, investigating of variances and projects
• Help ensure data quality/accuracy and drive resolution of gaps 
• Understand and provide business teams with financial data including recommendations for improved results and processes
• Work with accounting and the business on expense accruals and needed information to support operating spend transparency
• Support monthly financial review/reporting process and presentations for executives and BOD
• Provide insights and complex analysis that improve the quality of decision making
• Integrate strongly cross functionally in order to help construct a story behind the numbers
• Assist in implementation and maintenance of new planning and reporting system

Essential Skills and Experience:

• Smart, enthusiastic, can-do attitude
• Big picture perspective yet strong attention to detail
• Strong business acumen and executive presence
• Strong interpersonal skills
• Team working skills and ability to manage deliverables in rapidly changing environments

Essential Requirements:

• 5+ years of experience in FP&A, investment banking, consulting other similar finance roles
• BS Finance, Accounting, or other analytical field
• MBA preferred
• High aptitude and experience with business analytics, large data sets and reporting tools.Excel wizard
• FP&A subject matter expert
  

• My client manufactures and distributes nutritional, pharmaceutical, personal care, facial care, home hygiene, and other wellness products and distribute them directly to the consumer through a full-service catalog and Internet shopping system.
• They carefully craft products used every day with the highest standards of safety, health, and wellness in mind. This revolutionary system is changing the way hundreds of thousands of people shop by eliminating middlemen and reducing marketing and distribution costs. This enables the company to spend more on research and high-quality, ecologically-sensible ingredients, while maintaining reasonable prices.
• Great culture - flexibility is a must in this position; you'll become a part of a fast-paced team dedicated to a feel-good lifestyle brand dedicated to changing lives.
• Like the rest of the Company they are proud to be part of a values-driven organization that treats employees with respect.
• Their employees and their families enjoy company parties and countless discounts around the community.
• They implement a very real open-door policy, and all employees are on a first name basis—it feels more like a family than a multi-national corporation.
• Safe, uncrowded, affordable - the role is located in a vibrant community considered by most as the gateway to recreational paradise.
• This unique setting provides numerous opportunities for total wellness -- social, physical, financial, and emotional.
• If you love outdoor activities, this is the place for you.
• Excellent compensation - in addition to a competitive wage, we offer comprehensive benefits for our full-time employees that include all you would expect plus some remarkable surprises, such as a longevity bonus.
• Right here on-site, we provide a fitness center, free concierge service, and an employee restaurant

• Collaborate and partner with client design team to develop Budget Authorization estimates by performing accurate quantity take offs using plans, specifications, or conceptual information.
• Collaborate with client’s design and project controls team to develop appropriate unit rates based on scope of work, quality, performance requirements, productivity and historical data.
• Prepare regular milestone estimates to correspond with updates in the design development and provide analysis on estimate trends, including detailed cause of change documentation.
• Develop and lead executive estimate reviews to confirm milestone estimate status and prepare documentation to show comparison to the Budget Authorization estimate.
• Continuously identify project risks and evaluate required contingency at various stages of the project, including the development of a comprehensive risk register and cost risk analyses to better inform senior management of significant risks.
• Provide support to the creative design team to ensure they are able to deliver their creative vision in the most effective manner.
• Perform full cost management role once projects are under construction including monitoring and forecasting trade budgets, evaluation of all change orders, preparation of monthly cost reports and settlement and close out of trade packages.
• As a key member of the Finance Team, lead by example to ensure compliance with internal policies and standards, including the implementation, review and testing of internal controls necessary to comply with Generally Accepted Accounting Principles and internal policies and standards.

Standard cost analysis and system:

• Maintain the integrity of the standard cost system by analyzing the product scrap rates, labor rates and machine rates, and making the appropriate recommendations to update the bill of materials and/or labor routers.
• Prepare monthly reporting of standard cost variances related to material purchase price and usage, labor utilization, and overhead.
• Coordinate the updating of cost standards for forecasts and budgets.
• Preparing monthly journal entries, account reconciliations and reports as necessary.

Inventory:

• Analyze and reconcile ERP perpetual inventory reports to ERP general ledger balances.
• Manage inventory reporting, forecasting, and budgeting, including valuation reserves and obsolescence reserves.
• Manage the audit of inventory cycle counts to verify accuracy of perpetual inventory balances.
• Provide financial leadership and recommendations regarding Operational Excellence cost reduction and cost avoidance initiatives, including maintaining and reporting monthly savings by project.
• Lead by example in an environment of continuous improvement.
• My client is seeking an experienced, dynamic Senior Cost Accounting Manager to join a fast-growing and exciting organization with offices in the United States, the United Kingdom, Germany, Australia, Malaysia, Singapore, Japan, Korea, Taiwan and China. 
• Headquartered in beautiful Idaho Falls, ID and with a significant presence in Taipei, Shanghai, Kuala Lumpur, Tokyo and Seoul.
• Reporting to the Global Controller, the Senior Cost Accounting Manager is a key leadership role in the overall Finance organization. 
• The successful candidate will have broad scope of responsibilities and will enjoy the independence and mandate to develop and enhance the capabilities of the cost accounting organization. 

• Minimum 8+ years’ experience as a leader in public or corporate accounting, preferably in medium or large businesses ($300MM+ in revenue) with global reach having lead accounting teams of 4+ accountants
• Demonstrated experience leading an accounting organization with successful results
• Experience working in or managing Cost Accounting
• Demonstrable track record as change agent
• Self-motivated, independent leader
• Strong communicator to a variety of audiences
• Experience working in a matrixed environment
• Comfort with multi-tasking and time-sensitive deliverables
• Familiarity with various transactional and reporting systems highly desired

• A collaborative approach and willingness to engage in an environment of active idea sharing.
• Sharp organizational skills and the ability to multi-task in a fast paced environment.
• The ability to produce consistent quality under deadline pressure while paying careful attention to detail.
• Self-motivation and a strong sense of ownership and accountability.
• Ability to handle confidential information
  

Financial Analyst

Outdoors People Desired. Relocation Covered.

If you like to be outside, and enjoy Fishing, Skiing, Hiking or any other outdoor activity then this is the place for you. Surrounded by natural beauty this small city has everything you'd expect from a major city, including baseball, horse racing, a symphony orchestra and live theater. They have gained a national reputation as a beautiful and family-friendly spot to live or visit. The city is well-integrated into its environment, with a pretty downtown area on the shores of the River, which runs through town. Clean streets retain the flavor of the city's founding in the early 1900s.

My Client is a 2 billion-dollar enterprise doing business in 19 countries around the globe. It has become one of the largest wellness retailers in North America. It is the largest manufacturer of consumer packaged goods in the Northwest.

EXPERIENCE

• We are currently seeking FP&A Analyst s to join our growing team. In this role, the Senior Financial Analyst will be a strategic business partner to other cross-functional teams; provide financial analysis and support; own, set up and publish automated reports and dashboards at an ongoing cadence; and help set up business and financial processes for improvement and automation.
• This role requires an individual who can drive projects in a fast-paced environment, and provide recommendations & analysis that will assist management in making critical strategic decisions.

Preferably looking for candidates with experience in FP&A supporting the following functions:

• Sales & Marketing
• Manufacturing & Supply Chain
• R&D

You Will:

• Provide insightful, data-driven financial analysis and recommendations around key investments & contracts.
• Identify and execute opportunities for process improvement.
• Be a strong business partner with cross-functional teams, enabling them in understanding the financial impact of key decisions.
• Manage cost savings and cost avoidance projects and process for the business.
• Prepare and distribute monthly Actual vs. Budget reports, spend by vendor detail, and other monthly reporting needs, providing commentary when needed to inform outcomes and assumptions.
• Create standard and ad-hoc reports & dashboards to be shared with the business.
• Be an integral member of the monthly financial close process.
• Work closely with business leaders by providing modeling and analytical support.
• Operate with minimal supervision and able to make informed, well-reasoned decisions independently.

Requirements

• Excellent analytical, decision making, and project management skills with strong attention to details.
• Strong oral and written communication skills.
• Ability to work in a rigorous environment where priorities can change quickly; strong ability to manage multiple projects simultaneously.
• Willingness and flexibility to vary hours and efforts according to deadlines.
• Ability to partner cross-functionally, through strong relationship building, influencing, negotiating and communication skills, with all levels of management.
• Advanced Excel skills with experience in building financial models.
• Experience with Adaptive Insights or other reporting/forecasting tools a plus.
• 2-4 years of previous FP&A / Accounting role and Bachelor's degree is required.
• Experience in manufacturing/consumer packaged goods/ Food company is a plus.
• B.A. degree in accounting, finance, economics or related field required.
  

BUSINESS UNIT CONTROLLER

Essential Duties and Responsibilities:

• Accountable for all Financial Planning/Closing/Reporting activities for the business, with a strong emphasis on the P&L and select Balance Sheet items.
• The planning cycle includes; annual plan, quarterly forecast, and monthly current view.
• The planning and reporting process involves a matrix of product segments, geographic regions, and distributor partners.
  
• Rigorously profile the actual performance of the business, including complete analysis and reconciliation of EBITDA performance.
• These include key performance measurements of Sales volume, selling price, material purchase costs, labor productivity, variable and fixed cost overhead spending and SG&A.
• Strong focus on non-financial metrics/indicators such as headcount, safety, on-time delivery, quality, etc.
• Lead monthly business reviews including forward guidance.
• Partner closely with the President and function leaders to develop/execute key projects and initiatives.
• Provide management insight and analysis to growth plans including; new product development projects, distributor and sales agency performance, new distributor proposals, promotions and rebates.
  
• Manage all Product cost activities for the business. This includes all elements of Product Cost; material, direct labor and overhead.
  
• Working with Corporate headquarter Finance team, position is responsible for developing and maintaining the business internal control framework and testing.
• Position will coordinate outside audit visits and testing.
  
• Work closely with the President and senior team on go-forward strategic business roadmap planning, and develop critical go-forward business case reinvestment proposals.
  
• Supervise, train, and develop a staff of 6-8 direct reports.

Qualifications and Requirements:

• Individual must have Finance experience in durable goods business environment, serving regional and national markets.
• Experience with complete end-to-end business model required.
• Experience in driving change management, working in fast-paced, dynamic environment.
• Lean accounting experience a plus.
• Experience developing and implementing Key Performance Indicators and Continuous Improvement initiatives.
• Approximately 7-15 years of experience in a business environment and/or a manufacturing environment.
• Degree in Accounting/Finance is required.
• MBA is preferred.
• Ability to think critically about the business, alert, analytical, possess broad business orientation. Exhibit strong curiosity about the business model.
• Possess above average communication skills. The candidate will be a visible and vocal member of the management team, collaborate and maturely challenge various key stakeholders.
• Excellent computer skills, including ERP and report writing software; experience with JD Edwards and Crystal Reports is a plus.
• Select travel may be required.

• This position will report to and work heavily with the CEO/ Owner of the organization.
• The president is responsible for providing strategic leadership for the company by working with the Owner and management to establish long-range goals, strategies, plans and policies.
• Coordinate and influence the activities of the sales management, product management and the product development teams both in the US and Abroad.
• Identify new sales channels and drive business growth.
• Lead Company in continuous improvement efforts (TPS)
• Work with Legal staff to Insure all government compliance
• Improved the outsourced supply Chain
• Improve and derive higher Financial Performance.

• Plan and Implement Sales, Marketing, and Product Development Programs both with short and long range goals. These areas should be focused on existing and new markets.
• Develop and implement Strategic Marketing plans, sales plans, and forecasts to achieve corporate objectives for products and services with a focus on core market competencies.
• Develop and manage sales and Marketing operational budgets.
• Plan and oversee advertising and promotion activities including print, online, electric media, and direct mail.
• Develop and recommend product positioning, packaging, and pricing strategy to result in the highest possible long-term market share.
• Achieve satisfactory profit/loss ratio and market share in relation to present standards, industry standards, and current economic trends.
• Ensure effective control of marketing results, and if necessary take corrective actions to guarantee that the achievements of Marketing fall with in designated budgets.
• Participation in formulating and administering company policies SOP's.
• Directing and coordinating all divisional department activities to develop and implement long range goals and objectives which will result in the business meeting profitability and growth objectives.
• Plan, develop, organize, implement, direct, and evaluate the organizations fiscal performance.
• Recommend and subsequently gain approval for specific and measurable goals, and establish a strategic vision for maintaining cost competitiveness in the industry.
• Management of the companies global supply chain activities including procurement, logistics, and sourcing both Domestically and internationally.
• Must understand how to rearrange and utilize all resources (people, equipment, materials, and facilities) to maximize potential and give the company its greatest return on investment.
• Recommend cost effective changes to both the plant and warehouse operations and prudent additions and changes in machinery and equipment.
• ability to travel jobsites nationwide and globally.
• Directly supervise and manage the daily activities of all employees, outside consultants.
• A demonstrated ability to lead people and get measurable results. Providing leadership for problem resolution which will facilitate faster improvements and stronger working relationships.
• Responsible for overall direction, coordination, and evaluation of the entire team and administrative staff both domestically and internationally.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret and extensive variety of technical instructions in both mathematical and diagram form and deal with both abstract and concrete variables.

EDUCATION/SKILLS

• MBA preferred
• Lean and Toyota continuous improvement knowledge and training preferred.
• Undergraduate degree in Business, Operations Management, Engineering, or a related field.
• Minimum of 10 years manufacturing and sales management experience with oversight of supply chain activities, order fulfillment and post-sale warranty service.
• Quality control experience. demand out of the box 100% correct every time.
• Prefer significant experience in the furniture industry.
  

• Reporting to the Chief financial Officer, will be responsible for managing the accuracy and productivity of day-to-day activities of accounts payable, cash receipts and disbursements, daily cash, fixed assets, intercompany transactions, accruals, allocations, purchase card administration, general accounting activities, cash forecasting, and month-end close for the company.
• Principal duties and responsibilities Include, but are not limited to:  Manages the direction, coordination, and evaluation of the Accounting department staff.
• Provides leadership and coaching. Hires, trains and develops staff based on needs of the department.
• Safeguards assets and ensures accurate and timely recording of all transactions by implementing disciplines of internal audits, controls and checks across all departments.
• Develops, improves, coordinates, and timely meets month-end Close calendar deadlines.
• Reviews and ensures timely completion of journal entries, general ledger and various account reconciliations.
• Maintains accurate records and manages new venue set-up in POS.
• Assists in preparation or review of comparative reports of GAAP operating results and financial position and variance explanations.
• Ensures that accounts payable are paid in a timely manner.
• Ensures all reasonable discounts are taken on accounts payable.
• Ensures accounts receivable are collected promptly.
• Ability to maintain documented accounting policies and procedures. Interacts with outside audit firm, banks, credit card company, senior leadership team, directors, and other parties in matters pertaining to accounting issues.
• Assists and coordinates year-end PBC auditor and tax audit requests.
• Assists in the preparation of the annual budgets. Assists in the development and implementation of goals, policies, priorities, and procedures to financial management, and accounting.
• Participates in preparation of various financial statements and reports.
• Reviews financial statements for accuracy. Supports and participates in cost analyses, actual to budget analysis, and other variance reporting, as needed.
• Explores opportunities to reduce operating expenses.
• works effectively with multi-jurisdictional taxes
• responsible for Acquisition accounting and acquisition integration in the accounting and finance departments.
• Reviews cash balances report and explore cash management opportunities.
• Performs special projects as directed by management.

• Bachelor’s degree in Accounting or related discipline, and 5+ years’ related experience, including minimum 2 years’ Controller responsibility.
• Public accounting experience is a plus.
• CPA license is preferred.
• Strong ERP Accounting system experience.
• Strong organizational and management skills.
• Ability to see the big picture while focusing on the process and procedures necessary to produce deliverables.
• Ability to review and interpret contracts.
• Meticulous attention to detail and accuracy in work product. Ability to meet and establish deadlines
  

Chief Financial Officer/ VP Controller

Description

• Exceptional opportunity to provide strategic leadership for the company’s financial strength, and continued growth.
• The CFO will create, manage, and maintain financial relationships with banking, surety, and any other entities, in addition to our senior executive team, and Board of Directors.
• The individual must be a strong financial strategic leader, possess excellent communication, and relationship skills, along with relevant experience in a construction firm, and preference given for forecasting with self-perform construction firms.
• The individual in this position has direct oversight of the company’s overall financial functions and policies including accounting, budget, credit, tax, treasury, financial customer relationships, banks, sureties, investment vehicles.
• Responsibilities include planning, developing, organizing, implementing, directing, and evaluating the organization’s fiscal, and risk functions and performance, as well as facility management.
• This position directly supervises the future Controller, with oversight over the Finance and Risk Management departments.
• The person in this position will assess and coach individuals and teams to support and enhance their development.
• The individual will provide regular and timely feedback or corrective action to advance the performance and career opportunities for employees within their area of influence.
• This company is set to double in size in the next year from 30M-60M, and they require a Financial leader to steward in that change.
• Candidates must have a Bachelor’s Degree in Accounting or Finance, along with 10 or more years of direct experience in a nationally recognized construction company.
•  A Certified Public Accountants (CPA) certificate is preferred.
• Corporate treasury experience, along with experience leading and directing the work of others are required.
• Must be able to demonstrate expertise in a variety of construction industry concepts, practices, and procedures, and rely on extensive experience and judgment to plan and accomplish goals.
• Must possess strong organizational, negotiation, problem-solving and communication skills, and display literacy in the use of various Microsoft Office products, particularly Excel.

Corporate Budget and Cost

• Oversee the preparation of the annual general and administrative budgets.
• Continual improvement of the budgeting process through education of appropriate management employees on financial issues impacting department or divisional budgets.
• Develop credibility for the finance group by providing timely and accurate analysis of budgets, financial reports and financial trends in order to partner with the President/CEO, the Board of Directors and other senior executives in performing their responsibilities.
• Perform duties of Corporate Treasurer.
• Monitor business area budgets throughout the course of the year and take action as needed.
• Ensure sufficient financial controls are in place to safeguard company assets and ensure integrity of financial data.
• Develop a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operation needs.
• Oversee the preparation and filing of all tax returns—including federal and state income tax returns, federal and state payroll tax returns and various state sales tax returns.
• Ensure federal and state tax payments are made on an adequate and timely basis.
• Ensure that monthly analysis of uncompleted contracts and other monthly reports are prepared on an accurate timely basis.
• Oversee periodic projections of backlog and associated revenue and profit projection for current year and next year.
• Ensure quarterly and year-end financial statements are prepared on an accurate and timely basis.
• Coordinate and assist outside auditors in year-end audit of company’s financial statements and preparation of tax returns.

 Employee Relations and Development

• Ensure compliance with discrimination, harassment, Equal Employment Opportunity policies.
• Evaluate the Finance and Risk Management departments structure and team plan for continual improvement of the efficiency and effectiveness of the group as well as provide individuals with professional and personal growth with emphasis on opportunities (where possible) of individuals.
• Provide technical financial advice and knowledge to others within the financial discipline.
• Interview screened applicants for department position openings.
• Hire department employees.
• Assign tasks, areas of responsibility, and performance requirements to direct reports.
• Establish project procedures for communication, decision-making, and issue-resolution.
• Resolve disputes between coworkers when they impact performance.
• Conduct training for Employees on policies, procedures, means, and methods within your area of expertise.
• Mentor and coach direct reports.
• Conduct Performance Development Meetings with administrative direct reports.
• Set developmental goals and monitor progress with direct reports.

Cash Flow Management, Forecast & Modeling

• Develop short and long term cash flow models & cash flow projections, and reporting mechanism that includes minimum cash thresholds, ratios, and cash flow management strategies to meet operation needs.

Job Budget and Cost

• Ensure the maintenance and preparation of financial data for other entities, i.e. joint ventures.
  

VP of Finance/Chief Financial Officer

• The VP, Finance provides strategic oversight of and leadership for the financial functions of this growing Billion dollar Construction Company.
• This includes its accounting, tax, treasury, budget, payroll, credit, billing, and administrative functions.
• Leadership and coordination of financial planning and financial reporting.
• Facilitate and maintain a comprehensive set of controls, policies, and procedures designed to mitigate risk, enhance the accuracy of the company's reported financial results and ensure that reported results comply with generally accepted accounting principles.

Essential Duties:

• Working with the President and current CFO whom you'll be replacing to develop long-term financial planning and analysis aimed at identifying risks and opportunities for the overall success of the business.
• Recommend benchmarks for measuring the financial and operating performance of the company.
• Manage Cash flow by forecasting and analysis including securing financing for Working Capital, Equipment and other business needs.
• Manage the preparation of annual financial budgets and related monthly reporting compared to actual.
• Develop and maintain regular reports for use by executive management in analyzing daily operations.
• Tax planning and reporting.
• Develop, and produce a monthly, standard financial report package detailing consolidated operational results, quantitative and qualitative commentary.
• Oversee the Accounting Department and recommend and implement improvements to internal accounting controls to insure the reliability of the financial reporting.
• Primary interface with surety company regarding bond capacity and financial reviews.
• Ensure compliance with federal, state and local legal requirements by researching existing and new legislation, consulting with outside advisors, and filing financial reports.
• Advise management of actions and potential risks.
• Support negotiations of insurance policies and contractual license agreement matters.
• Keep up-to-date on information and technology affecting functional area(s) to increase innovation and ensure compliance.
• Support external audit reviews improving the efficiency and timeliness of the annual independent audits by thorough planning and coordination with the auditors, and timely generation of required supporting schedules.
• Work directly with Project Managers to prepare monthly Job Cost Projections and Work-In-Progress report, including revenue versus costs analysis.
• Work with direct reports to establish goals, objectives and plans that support company objectives.
• Perform the day-to-day tasks necessary to execute the responsibilities of the office and to provide advice and assistance as required.

Qualifications:

• Bachelor’s degree in accounting or business administration (Required)
• 5+ years of previous CFO or VP, Finance experience
• 15+ years of progressively responsible experience in the construction industry preferred
• 5+ years of partnering with an executive team (Required)
• MBA in Finance and CPA or CMA (Highly Desired)
• Expert knowledge of sources of financing, corporate tax legislation, and general accounting principles
  

Chief Financial Officer Operations Business Partner

• The Senior Project Manager/Project Director position is an integral part of the Operations team and is responsible for managing high level, consultative projects from initiation to completion assuring that all client expectations are met including final deliverables as well as maintaining all cost, quality and timing expectations.
• This involves working closely with the Operations team to facilitate the research process while developing the ability to draw conclusions and story lines that contribute to sound recommendations for clients.
• The Senior Project Manager is expected to lead client management and relations.
• Automotive Expertise*: OEM/Tier suppliers, commercial/off-highway; connectivity, telematics and technologies
• Additionally, Senior Project Managers/Project Directors are expected to have a solid understanding of business objectives, structures, risks, strategies, and concepts.
• This includes:
• Business case experience and use of sound business judgement to evaluate findings and test reliability and likelihood of findings and conclusions
• Ability to understand the business elements associated with market evaluations and project types such as:
  o Market size and segmentation
  o Market opportunity analysis
  o Competitive intelligence
  o Growth strategies
  o Commercial due diligence
  ? Business insights expertise that includes execution of quantitative, primary research
  o Customer voice
  o Exposure to methodologies such as Conjoint, Discrete Choice Modeling
  o Familiarity with large-sample survey and/or data collection that encompasses voice of the customer, pricing and branding Familiarity with statistical analysis and implications for data
  
• Familiarity with corporate/private investment evaluation criteria and processes a plus
• Structuring compelling reports suitable for senior management / board level audiences at clients, ability highlighting actionable findings relevant to business objectives;
• synthesize project goals with project findings and market dynamics to recommend credible client courses of action

• Responsible for managing multiple, concurrent projects
• Establish work schedules that match the project needs and, using internal tracking systems similar to those used in a service organization, communicate status and milestones to team members
• Manage the fieldwork and information gathering process and ensure quality standards are applied and met throughout
• Direct fieldwork conducted by the research team (i.e., telephone interviews, personal interviews and focus groups), and, as necessary, participate in fieldwork for the purposes of training/leadership
• Oversee budget plans using internal systems similar to those used in a service organization to track costs and communicate status and milestones
• Manage the quality control process of research data ensuring that the research team is properly checking and maintaining data quality
• Develop the work plan to accomplish fieldwork goals for each team member
• Team Management and Development
• Manage a research team through assigned projects including educating, mentoring and developing team members in the process of conducting research projects, beyond their current levels of performance and confidence
• Delegate responsibilities and maintain appropriate levels of oversight

• Evaluate research findings and data over the course of the project and at its conclusion; guide the research team to populate research and final reports
• Create compelling structures and story lines that support the client’s objectives
• Leading or co-leading of client meetings including presenting critical sections of the reports as well as actively sharing insights during discussions
• Participate in all client communications, initiate and conduct relations with the client throughout the study

• 5-10 years’ experience working in a consultative/business strategy role in a professional business environment, preferably in a business/project management or market strategy and consulting role
• Solution-oriented, problem-solver; defines/identifies problems and proactively develops and implements solutions
• Experience with SPSS and/or other data analysis packages a plus; Microsoft Office
• College degree required (marketing, business, research a plus); master’s degree a plus
• At least five years’ managing projects or staff related to research or business projects
• Ability to travel to client site or for company business (less than 10 percent)
  

• Under guidance of Chief Executive Officer, plans, organizes and enhances financial operations and services for the organization.
• Responsible for development and administration of policies related to financial operations.
• Provides strategic vision and direction which supports and promotes growth and expansion of the company's operations. 
• Assures compliance with external reporting requirements.
• Promotes integrated system strategies to improve performance.

• Actively supports strategic plan and initiatives of organization; utilizes business  tools for program assessment, net revenue examination and revenue cycle enhancement, as well as decision support and analytics
• Ensures the development, documentation, and access to policies and procedures related to financial operations, accounting and financial service functions.
• Monitors system of internal controls; establishes appropriate metrics, controls and measures for performance to ensure integrity and efficiency
• Promotes systems and strategies to improve performance in business operations, the accounting cycle and financial reporting.
• Provides on-going support and leadership for Finance and Accounting systems applications.
• Oversee associate development and performance management with the ability to develop, support, motivate, and supervise professional and administrative staff to perform as an effective team to accomplish organizational goals in support of the strategic plan
• Accurately prepare monthly financial reporting package including P and L’s and variance analysis.
• Review accounts receivable productivity monthly for accuracy, completeness, compliance and proforma analysis
• Direct the billing and administrative staff in providing and directing procedures and systems necessary to maintain proper records and to afford adequate accounting controls and services.
• Appraise the Corporation's financial position and issue periodic financial and operating reports.
• Direct and coordinate the establishment of budget programs.
• Direct and negotiate all of the Corporation's insurance programs to obtain the most favorable coverage and cost effective terms.
• Consolidate and prepare yearly budget and monthly and quarterly forecasts.
• Responsible for the preparation and issuance of the Corporation's Annual Report in conjunction with the Corporate Treasurer and Chief Executive Officer.
• Determine, analyze and communicate the fiscal requirements and implications of new funding sources and their impact on the Corporation.
• Act as immediate contact with the Corporations independent auditors on all accounting matters.
• Oversee materials purchasing, warehouse and distribution activities.
• Ascertain that Corp assets are properly accounted for and are adequately safeguarded from loss.
• Responsible for the preparation of tax returns and related reports. 
• Ensures Corporate compliance with all federal, state and local tax laws and regulations.
• Reviews the cash position of the Corporation daily.
• Responsible for the proper signature and endorsement for corporate checks, notes, bonds, mortgages and all corporate documents specifically authorized by the Board of Trustees.
• Performs other duties as assigned.
  

• Formulate and recommend financial policies and objectives of the Corporation.
• Ensure the Corporate compensation program is competitive and equitable.
• Protect interests of all associates in accordance with the Corporate human resource policies, appropriate government laws, and regulations such as OSHA and ERISA.
• Provide for the establishment and maintenance of adequate fiscal security regulations and procedures.
  

• Contemporary methods of supervision, leadership and management.
  
• Principles of accounting, financial controls, asset management, fiscal analysis, corporate communications, safety & loss control, quality improvement, market analysis and human resources.
  
• Methods of contracting, predicting and controlling costs in the medical services industry.
  

• Exceptional verbal / written communication skills are essential, as is a working knowledge of network PC’s, including spreadsheet and word processing software.
  
• Leadership and problem solving, coaching and counseling skills.
  
• Financial management.
  
• Preparing clear and concise reports, documents and forecasts.
  
• Supervising, motivating, training and evaluating subordinates.
  
• Providing guidance to subordinates in financial and human resource matters.
  
• Communicating effectively at all levels, both orally and in writing.
  
• Planning, coordinating and scheduling work activities.
  
• Establish and maintain effective working relationships with all levels of personnel within the Corps, its Board of Trustees, outside agencies and customers

• Bachelor's degree in Accounting, Finance and/or related field from an accredited university required.
• CPA or Master's degree in Accounting, Finance, and/or related field from an accredited university preferred:
• Minimum of 7 years of progressive, relevant work experience in Accounting, Operations Management and Finance that can be demonstrated to be applicable to the duties and responsibilities of the position.
• Healthcare or similar non-profit organization experience preferred. Demonstrated experience in process improvement, internal control development, system enhancement implementation and monitoring
  

Advisory Business Practice Leader Private Equity Group

Work you’ll do

• You will have the opportunity to work on and drive a variety of different projects within my clients Advisory Business Practice , which may include
• Financial reporting valuations for business combinations (i.e., a client's allocation of purchase price to assets and liabilities acquired), inclusive of enterprise values, intangible assets, legal entities, real estate, personal property and MACRS classifications.
• Valuation of goodwill and indefinite and long-lived asset impairment testing for financial reporting purposes.
• Valuation for tax purposes, including federal, state, local, international and personal tax, as well as services related to a client's allocation of purchase price for tax purposes only.
• Consultative services to assist clients with their business plan development, strategic investment decisions, or other financial objectives
• Assist with other financial reporting valuations such as derivative securities, debt instruments, and Employee Stock Option Plans
• Valuations for regulatory and compliance purposes
• Working with PE firms in helping them develop strategy and investment options.

The team

• Working across all industry sectors, from law firms to government agencies, you will bring deep experience in valuing, modeling and analyzing business interests and their underlying assets, including real estate, fixed assets, intellectual property and complex financial instruments. 
• My client has a highly-specialized diverse approach connected with a deep understanding of our clients businesses and markets, which enables them to provide insights related to the full spectrum of business transactions from mergers and acquisitions to litigation and disputes.
  This allows us to help our clients identify opportunities for growth and long-term advantage.

Qualifications

• 5+ years of business and intangible asset valuation consulting experience:
• In-depth understanding of generally accepted valuation approaches: cost, market and income approach
• Employment of various valuation methodologies such as discounted cash flow, guideline public company/ transaction, excess earnings, relief from royalty, with/without, comparative sales and replacement cost methods, capital asset pricing model, etc.
• Development of financial models to value common stock, business entities, and intangible assets
• Conducting in-depth client, economic, industry, and competitor research and statistical/ ratio analysis
• Preparation/ review of valuation reports, exhibits, letters, and other client deliverables
• Leadership role in project management and executing valuation engagements
• Participation in sales process such as responding to request for proposals and orals presentations
• Experience in business and strategic planning and managing client relationships
• Development of project plan outlining milestone dates to meet client deadlines
• Supervising, training/ developing staff on valuation and client requirements as well as assessing staff performance
• Management of project budgets and mitigating any potential project risks
• Ability to work independently and deliver client service work that exceeds client expectations

Additional Requirements:

• Bachelor's degree in finance, economics, accounting or business
• Strong analytical and problem solving skills, as well as strong team building, interpersonal and communication skills (both written and oral)
• Proficiency with Microsoft Excel, Word, and PowerPoint
• Flexibility for potential travel to client sites                                                                                                                                                                

Preferred:

• Fair Value experience
• Master's degree in Finance
• ASA or CFA 

How you’ll grow

• This position is designed to Develop and grow the Business Advisory Services practice with the idea that you will take over ownership of a portion of the organization.
• Collaborate on business and market development efforts including scoping prospective engagements, developing proposals, and developing executive level relationships
• Manage and deliver large, complex engagements that identify, design, and implement creative business.
• Coordinate relationship-building activities with Executives, Engagement Managers, subject-matter professionals and other personnel on engagement team(s) in an effort to help determine they are well advised on the company’s point of view and approach
• Provide leadership to client delivery teams and mentor junior staff
• Meet specific business relationship goals within assigned accounts as well as further individual/practice subject matter expertise through development of service offerings, thought leadership, and development of our people

Desired Skills and Experience

• 8+years experience in relevant experience in an Advisory Business Practice, project management, business development and associate training/development
• Bachelor s degree from an accredited college/university;
• MBA or advanced degree from an accredited college/university is preferred
• Ability to convey how exceptional interpersonal skills have resulted in business relationships of trust, confidence and results
• Demonstrated leadership, client management, and project management skills
• Served in a leadership capacity within an advisory services firm, having both business and talent development responsibilities.