Credit Manager

• The Credit manager is responsible for the Credit team.
• The Credit team is responsible for the management of all aspects of the credit risk mitigation effort including researching and analyzing new and existing counterparties to determine appropriate levels of exposure, negotiating and structuring of contracts and credit support arrangements, and monitoring and reporting of credit exposures and events. 

Main Responsibilities

• Interface extensively with front office personnel to gather information needed for credit due diligence on transactions and/or new counterparties.
• Ensure that all documentation required for trading, including master agreements and guarantees, are in place, active and appropriate for transactions being contemplated by front office.
• Provide oversight on work efforts of junior team members and/or contractors, providing guidance where needed to ensure quality of various credit processes.
• Perform financial statement analysis in order to assess the creditworthiness of trading counterparties and make recommendations as to appropriate credit limits and tenor restrictions.
• Analyze disclosures within the financial statements of counterparties to identify potential risks associated with counterparties’ liquidity, regulatory environment, debt maturity schedule, operations, etc. and make recommendations as to appropriate risk mitigants.
• Monitor counterparty exposures and provide updates to senior management.
• Perform financial analysis and credit modeling; prepare credit proposals and present results to management, including Local Credit Committees, as part of credit approval process.
• Actively involved in the negotiation of credit terms in master trading and retail agreements.
• Actively involved in the negotiation of credit terms in structured transactions including but not limited to lock-box arrangements, lien-based structures, depository control agreements and other commodity financing structures.
• Monitoring, investigation and reporting of limit breaches.
• Provide timely response to internal and external credit risk queries.

Experience Requirements

Technical Requirements:

• High attention to detail.
• Understanding of front office processes and ability to balance necessities of credit risk management with commercial requirements.
• Ability and desire to assume ownership of a variety of credit risk management duties, including counterparty reviews, credit/counterparty data maintenance, guaranty issuance and monitoring, etc.
• Working knowledge of financial and energy markets; ISO markets and retail gas and oil markets are preferred.
• University graduate in an analytical field (e.g. – accounting, finance, mathematics, engineering, etc.)
• Strong familiarity with financial statements (including ability to analyze capital structure, profitability and cash flow) as well as important disclosures associated with such statements.
• Good understanding of business processes and data management.
• Excellent written and verbal communication skills.
• Highly motivated and enthusiastic and able to respond to changes in priorities.
• Confident and articulate team player.

Leadership Requirements:

• Highly confident, articulate individual who is a team player and can work well with other desks.
• Ability to prioritize tasks and to respond to changes in priorities.
• Ability to explain complex ideas in a cohesive and clear manner.
• Highly motivated, self-sufficient and enthusiastic individual who has strong desire to grow within Company.
• Good understanding of business processes and data management.

• My client is gas utility distribution and transmission company looking for an experienced Controller to oversee our accounting department.
• The Accounting Manager will be responsible for monitoring all accounting practices, including payroll, sales tax, monthly financials, budgeting, developing internal accounting controls.
• The successful candidate for this position will report directly to our CFO and play an instrumental role in the financial future of the company.
• Implement and monitor the month, quarter and year-end closeout accounting schedules
• Monitor emerging technology to determine ways to automate the accounting process without sacrificing accuracy and accountability
• Manage day-to-day accounting operations and ensure that there is a redundant process backup in place for every critical operation
• Create new internal accounting corporate policies and maintain existing policies
• Develop monthly and quarterly accounting reports for the management and executive teams
• Strategic Vision and Goals. Developing the vision and goals for the segment’s accounting organization and developing and maintaining best practices and procedures related to internal control and accounting practices for the company.
• Compliance Management. Monitoring and reviewing compliance of the accounting and reporting for hedge positions and derivatives with corporate policy and US GAAP.
• Overseeing all controls to ensure compliance.
• Month-End Close Management. Overseeing the monthly accounting close process, including all journal entries and account reconciliation.
• Reporting. Providing required financial reports, project updates and analysis to senior management and Audit Committee as it relates to quarter and year end derivative disclosures, owning the creation and maintenance of designated risk and project management reports.
• Creating of ad-hoc reports to enhance timeliness of business decisions.
• Financial Leadership. Partnering with executive management to provide financial leadership and support across all areas of the company including developing and maintaining divisional operating income, budgets and forecasts and support management reporting requirements.
• Reviews and Audits. Coordinating the quarterly reviews and annual audit engagement of the segment by persuasively engaging with diverse stakeholders both internally and externally.
• Price Validation. Performing price validation and reasonableness of company price offerings.
• Risk Modeling. Using company assets to model and measure risk of natural gas storage portfolio.
• Personnel Development. Coordinating and/or providing technical training on accounting to risk and professional accounting staff across the division(s), particularly on complex accounting matters such as derivatives or benefits.
• Developing personnel within the group to assume other leadership positions in accounting and finance and deepen functional bench strength in financial accounting and reporting issues.

• Bachelor’s Degree in Accounting or other related discipline required.
• MBA with a concentration in finance/accounting preferred.
• 8+ years accounting experience with an emphasis on public accounting desired.
• Business experience interacting with senior executives is required.
• In-depth exposure to operations accounting and general ledger systems as well as proficiency with Microsoft Office required.
• Experience within an energy company is required
• Bachelor's Degree in Accounting or Business Administration
• 5+ years' experience as a accountant/accounting manager
• 5+ years' experience in QuickBooks or other accounting software
• 5+ years' experience in payroll, state & federal unemployment tax reports and sales tax
• my client has experienced tremendous growth over the past 5 years and need to upgrade our staffing expertise from entry level to management level experience
  

Plant Controller

My client is headquartered in Chicago, Illinois, is a privately-held, international consumer products company specializing in the design, marketing and manufacturing of high quality, innovative products.  My Client holds a significant position in the US market in each of its product categories.

• Reporting to the Corporate Controller, the Plant Controller will proactively partner with operations staff, marketing and sales to identify and drive operating efficiencies and costs.
• Through a hands-on orientation, personal coaching and consulting, he/she will ensure that accounting controls are maintained and that plant financial objectives are thoroughly understood by operations staff.
• The Controller will provide accurate and timely ad hoc and standard reports, analyses and other data.
• Train and communicate to operations staff all Company financial and accounting policies and procedures. Monitor and ensure compliance.
• Assist operations staff in implementing financial and performance measurement systems to drive continuous improvement.
• Identify improvement opportunities and gaps in the existing processes. Proactively identify negative trends and recommend prompt corrective actions.
• Manage the close of monthly financial statements ensuring 100% accuracy.
• Oversee the implementation of new item set ups and related maintenance of engineering documentation. Ensure that all product, method and material changes are properly and accurately captured in the Bill of Materials and Engineering Change Notices.
• Manage annual plant budgeting process and re-forecasts on an as-needed basis.
• Perform ad hoc analyses as required across a variety of areas from material usage to capital expenditures.
• Provide cost information to management and commercial teams.
• Coordinate physical inventories and ensure the proper treatment of cycle counts.
• Maintain general ledger through monthly journal entries including labor, fringe benefits, overhead, machine hours, absorption and inventory.
• Review materials balances with plant operations, analyze trends, make recommendations based on production planning needs, trend patterns, and inventory levels.
• Research and analyze accounts and variances; reconcile and substantiate balances and recommend corrective actions regarding inventory (esp. slow moving and obsolete), labor and other areas.

QUALIFICATIONS

• Bachelor’s degree in Accounting or Finance.
• 5+ years of experience in manufacturing accounting, including standard cost accounting.
• Advanced level Excel skills.
• Familiarity with GAAP, product costing, and inventory valuation accounting

An ideal candidate will have:

• Strong leadership skills with ability to quickly gain trust and respect across all levels and influence key decision makers;
• Strong financial and business acumen in a commercial / manufacturing context;
• A single-minded passion for results;
• The ability to work strategically and at a detail-oriented, hands-on level;
• Mature judgment, high integrity, flexibility and well-developed leadership skills to make intelligent business decisions and manage complex initiatives;
• Courage to speak frankly and passionately even in the face of adversity with the ability to diplomatically challenge the status quo, set expectations, manage performance and hold individuals accountable for results; and

Required education:

• Bachelor's

Required experience:

• Inventory Valuation Accounting: 3 years
• Manufacturing Accounting: 5 years

• My client is leading developer and manufacturer. 
  
• The Company is based in  AZ and currently employs more than 100 people in the USA and internationally.
• The Company is a full-service integrator providing complex engineered solutions as a prime contractor to US and foreign militaries and aerospace customers. 
• My Client is vertically integrated and has significant investments in facilities and equipment to provide the ability to design, develop, prototype, manufacture and deliver solutions.
• The Company also controls a substantial portfolio of proprietary intellectual property centered on advanced ballistic materials, impact energy attenuation and integrated manufacturing processes.
• The FP&A Manager will play a key role in providing decision support to executive management on critical strategic and tactical business issues.
• In addition to on-going business analysis and reporting, the individual will have a leadership role in key analytic projects involving evaluation of potential value-creation opportunities in business unit operations. 
• The FP&A Manager assists in the preparation of the annual budget and financial reporting and is responsible for performing financial analysis on both a consolidated basis and strategic business unit (“SBU”) basis for the operating entities.  
• Preparation of monthly financial summary for executive management and Board of Directors
• Preparation and analysis of daily/weekly Key Performance Indicator reports
• Preparation of financial reports and analysis of results on operating unit and consolidated basis
• Preparation of financial reports for lenders
• Analysis of customer and product sales, margins and profitability in support of reported results and strategies
• Development of customer and product line profitability reporting process and related system
• Preparation of sales and P&L forecasts and “flash” estimates
• Assistance to SBU managers in preparation of annual budgets
• Assistance with and Review of annual Overhead & SG&A rates, including Forward Pricing Rates
• Assist with Month End tasks, as needed
• Ad Hoc business analysis, reporting and projects, including
• SBU profitability analysis
• Customer profitability studies
• Cost savings project decision support
• Capital project evaluation
• Pro-forma financial scenario planning
  

• Minimum of 5-7 years of financial analysis experience at corporate level in multi-plant or multi-unit manufacturing environment
• Demonstrated strength in financial analysis, in-depth knowledge of financial statements and budgets
• Strong experience and technical competence in budget analysis, variance analysis, and financial forecasting
  
• Expertise in complex Excel functions, financial data manipulation, and financial modeling
• Experience with ERP Data Report Writers (e.g., Crystal Reports, SAGE, Intacct, SSRS, etc.)
• Experience with ERP management applications is a plus (e.g. Microsoft Dynamics GP, Made2Manage, Epicor, Infor Syteline, etc.)
• Bachelor’s degree in Accounting or Finance; MBA desirable

Personal Qualifications

• Positive, can-do team player
• Disciplined, hands-on and comfortable in lean and resource light organizations
• Tenacious, abiding sense of urgency and personal pace
• Ability to flourish under demanding timelines
• Relentless attention to detail while simultaneously capable of seeing the whole picture
• Commitment to delivering high quality work
• Superior communications skills:  listening, speaking, writing, and presenting.
• Searches for and seizes opportunities to improve systems, procedures and controls
• Ability to identify, problem solve and interpret complex financial matters
  

VP CONTROLLER

• The corporate controller position is responsible for the accounting operations of the company, to include the production of monthly financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets 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.
  
• Developing processes and procedures that enhance work efficiencies and improve the department’s potential to serve the organization
• Overseeing the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives
• Mastering and overseeing the department’s processes and control systems, transaction-processing operations, and policies and procedures.
• Ensuring that deliverables and deadlines are met by the department including
• Assurance that all accounts receivable are collected and processed promptly
• Assurance that all relative monthly bank reconciliations are completed
• Timely reporting and completion of financial statements
• Maintaining the consolidation of the charts of accounts and intercompany transactions and an orderly, up-to-date accounting filing system
• Maintaining a system of controls over accounting transactions
• Recommending benchmarks against which to measure the performance of company operations
• Calculating and issuing financial and operating metrics
• Assisting with the production of the annual budget and forecasts
• Calculating variances from the budget and reporting significant issues to management
• Oversight of local, state, and federal government reporting requirements and tax filings
• Providing financial analysis as needed
• Coordinating the provision of information to external auditors for the annual audit
• Conducting due diligence and integration of new acquisitions into consolidated financials
• Identify, structure and perform strategic analysis for the firm; independently form thoughtful recommendations
• Oversee all financial aspects of the company, ensuring proper accounting procedures are followed
• Maintain appropriate controls over assets
• Design and maintain all financial systems to ensure accurate financial data is available
• Review month-end financial close and related general ledger activity for all entities
• Prepare and/or review all internal financial statements and other information, including department level financial reports
• Distribute monthly financial reports and other requested financial statistics to support CFO/President/CEO’s participation in external groups.
• Prepare and/or review financial data for inclusion in requests for proposals and other new business efforts as requested
• Provide account lead financial reports and other financial data as requested for employee performance reviews
• Lead contact with external accountants for preparation of year-end financial statements and data needed for federal, state and local income tax filings for all Falls entities and the performance of the annual financial review
• Prepare and file Ohio use tax and commercial activity tax returns
• Evaluate and renew all corporate liability insurance policies
• Interface with leadership from all entities and departments, as needed, to communicate and address financial, operational and other relevant matters
• Develop and monitor policies and programs; Interpret policies and practices in unusual situations and make recommendations for change if applicable
• Exhibit proven management skills necessary to motivate, supervise and direct junior colleagues and team members.
• Train colleagues and encourage high-quality, solution-based client outcomes
• Operate in a flexible and adaptive manner within a fast-paced firm environment
• Actively engage in and contribute to the firm’s creative thought leadership
• Possess the desire, understanding, ability and commitment to effectively translate firm values into action on a daily basis

Desired Qualifications:

• Bachelor's degree in accounting or business administration
• Eight to ten years of progressively responsible experience for a major company or division of a large corporation
• CPA certification and/or advanced degree preferred
  

Vice President Corporate Finance                  

• The Vice President of Corporate Finance provides leadership, direction and coordination of company financial planning and business decision support information 
• Responsibilities include oversight and leadership of budgets, forecasts, month-end reporting and analysis, operational and management reporting, business analytics, trend analysis, and ad hoc analysis  to support management decision-making for business initiatives. 
• The role reports directly to the CFO, to support enterprise level decision making and analysis.
• Direct and coordinate all brands and corporate shared services financial planning and budget management function
• Oversight of the finance function, establishing a robust forecast and planning process  ensuring timely reviews with a focus on forecast correction and accuracy
• Establishes benchmarks for measuring the financial and operating performance 
• Establish short- and long-range brand and departmental goals, objectives, policies, and operating procedures, work with Human Resources to set incentive compensation targets
• Work with division Finance leaders to develop long-range plans in coordination with Corporate Strategy and Group Presidents, identifying revenue growth opportunities 
• Partners with  Group Presidents for decision support and analysis
• Support CFO with ad-hoc projects
• Gathers business performance data, analyze and compare it to previous periods, and develop recommendations for improvements in revenue growth or resource allocation
• Prepares financial materials for boards of directors and other stakeholders, providing effective access to information for appropriate staff and business partners, and taking the lead in financial best practices 
• Lead financial analysis of and present capital and operating expense information to the executive management
• Ensure compliance with local, state, and federal budgetary reporting requirements
• Prepare quarterly performance reports for analysts
• Design, establish, and maintain an organizational structure to effectively accomplish the departments  goals and objectives
• Recruit, train, supervise, and evaluate department staff 
• Oversee daily operations of the finance planning and analysis department and systems  

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

• Master’s Degree in Finance, Accounting or Business with strong Financial Analytical and Accounting experience
• Minimum (8) years’ experience in a mid to senior level finance position, with specific experience in global public companies (preferred)
• Working knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles.
• Knowledge of automated financial and accounting reporting systems. 
• Expert computer knowledge including financial systems and database applications such as Excel,  Access, SQL, PowerPoint, and other financial systems.
• Knowledge of federal and state financial regulations 
• Ability to analyze financial data and prepare financial reports, statements and projections.
• Strong knowledge of short and long term budgeting and forecasting, rolling budgets, and product-line profitability analysis.
• Small and large project/program orientation 
• Proactively assesses and manages risk to the organization 
• Accuracy of the global finance planning process and forecast that achieve organizational goals and objectives  
• Highly developed and productive working relationships with all key stakeholders
• Strong executive presence and ability to confidently present financial data 

VICE PRESIDENT FINANCE

• Success in this role entails a high degree of collaboration and shared accountability with the Brand Leadership Teams to drive strategic business development initiatives and growth strategies. 
• In addition, this position is part of Executive Leadership Team responsible for driving long-term growth and profitability for the Group.

PRIMARY DUTIES

• Partner closely with Group President, Brand Presidents and appropriate brand team members in analyzing pertinent information to make both short and long-term decisions regarding business needs and resources, revenue growth, improving profitability and identifying current trends for strategic decision support.
• Provides financial direction, guidance and strategy for the Group’s performance including business planning, capital planning, forecasting, pricing and operational reviews.
• Build and maintain positive relationships with key contact people and monitoring processes to ensure that initiatives and strategies are implemented and yield positive results for the Brands.
• Oversees the development and/or implementation of strategic and tactical plans related to both brand and company-wide initiatives.
• Removes or breaks down obstacles in a highly matrixed organization by gaining support to get things done.
• Partner with HR and brand management to align business objectives that affect employee compensation, sales bonus structures, and commission programs. 
• Works with legal on all third party agreements for distributor models, product development and marketing statements of work, tenant leases, licensed retailers and licensee arrangements.
• Works with legal and the PLM’s regarding patent strategy and approvals and reviewing patent infringements.
• Works with IT on opportunities regarding system reporting and process/operational improvement.
• Leads project teams, working cross functionally, thinking both critically and strategically.
• Assures the tracking, reporting and evaluation of projects or initiatives to executive leadership.
• Directs special projects for the company and determines overall financial impact for each.
• Partners with Group President to prepare Board materials including but limited to executive summaries, conference call notes and general presentations as needed.
• Help analyze potential acquisitions, retail agreements and other growth opportunities.
• Performs duties consistent with the company’s AAP/EEO goals and policies.
• Performs other duties as required/assigned by manager.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

• Bachelor’s degree in Business Management.
• MBA preferred.
• 10+ years experience in finance, strategic management, business development or related field.
• Strong financial acumen required.
• Consulting experience preferred.
• Highly effective communication skills, including oral/presentation and written skills.
• Ability to navigate through ambiguity and shifting priorities, and recognize and manage resistance to change.
• Demonstrates the ability to establish and sustain effective and collaborative relationships at different levels across the organization.
• Demonstrates critical thinking skills and has a keen sense of how to get things done in a complex, matrixed organization.
• Ability to handle multiple tasks.
• Results and deadline oriented/ strong time management.
• Active listener who invites and seeks feedback.
• Proficient with computers.
• Excellent analytical skills.
  

CORPORATE CONTROLER

• The Corporate Controller is responsible for leading the company’s accounting operations including preparation of consolidated financial statements, maintenance of accurate accounting records, and internal control oversight. 
• This position manages the overall direction of the accounting department including staff supervision, goal setting, and effective project management. 

Key Responsibilities:

• Responsible for Mergers and Acquisitions specifically purchase accounting and integration experience
  
• Leads period end close including preparation of the consolidated financial statements, account reconciliation review, financial statements analysis, and communication of results to senior leadership.
• Oversee accounting and internal controls integration for newly acquired businesses. 
• Prepare purchase accounting and other opening balance sheet requirements including initial audit support. 
• Ensure global adherence to corporate accounting policies and implement new accounting standards. 
• Coordinate internal and external audits including ownership of audit comments closure.
• Maintain effective internal controls including documentation and audit support. 
• Oversee the implementation of corrective action plans as needed.
• Champion projects related to process standardization, automation and internal control improvements.
• Provides leadership to accounting professionals. 
• Establishes annual goals and holds team accountable to achieving business objectives.
• Provide career development support, training, and constructive feedback. 
• Promotes creative thinking, empowerment and two way communication. 
• Partner with functional leaders to address business problems with financial impact and support special projects/strategic initiatives.
• Oversee the Company’s payroll and benefits process in coordination with Human Resources.
• Provide analysis of manufacturing activities to ensure appropriate overheads and accurate unit product costs. 
• Partner with the business in reviewing accounting and financial reporting implications of significant transactions
• Performs other duties as assigned.
  

Minimum Requirements/Qualifications:

• CPA required
• Bachelors degree in Accounting from an accredited higher learning institution, Masters or MBA preferred
• 8 + years of experience of progressive experience in Accounting with several years of management responsibilities. 
• Must have accounting experience in a multi-entity environment.  Cost Accounting experience is a plus.
• Must have strong M&A experience (knowledge of purchase accounting and integration experience). 
• Must have experience with multi-site environment; international experience is preferred. 
• At least 3 years of experience in public accounting. 
• Private Equity experience preferred.
• Previous experience with payroll functions is preferred
• Demonstrated supervisory experience and expertise with the ability to show leadership.
• Must possess strong oral and written communication skills to be able to confront other members of management, deal with conflict effectively, document results, and present information to all levels of management.
• Must possess strong organizational skills to plan and organize own and others’ work and meet strict deadlines.
• Timeliness of assignments, including quality and accuracy of work is critical. 
• Must be adaptive, flexible, and able to function effectively in a high growth environment.  Proven ability to multi-task within a fast paced environment
• Proficient in MS Office with exceptional skills in Excel. 
• Technology savvy with demonstrated ability to learn systems and processes quickly
• Thrives in a fast-paced, collaborative environment, efficiently works under pressures, within deadlines or other time essential constraints.
• Excellent communication skills, both written and verbal, to clearly and concisely communicate to all levels of the organization.
• Strong work ethic and an ability to excel within a rapidly changing and growing organization.
• This position has not been approved for Relocation Assistance.
  
  

VP Healthcare Operations

This position will be located in or around Hershey, PA

• The VP, Healthcare Operations will work in collaboration with Corporate Leadership to provide strategy, oversight and direction for operations. 
• The VP, Healthcare Operations will develop, align and implement practices to optimize efficiencies, increase scalability, allow for growth and deliver a positive customer experience for all stakeholders. 
• Responsibilities include but are not limited to process improvements that are in alignment with strategic plans; providing leadership and management that supports the company’s mission, vision, and core values; and ensures the efficient and compliant delivery of all contracts and services as it relates to operations.

Job Description:

• Provide guidance related to competitive/industryhealthcare trends involving expansion and growth opportunity.
• Provide operational oversight of third party vendors.
• Articulate and engage change throughout the organization as it relates to authorization and billing procedures.
• Leverage technology to streamline efficiencies within the healthcare operations group relating to claim processing, enrollment, and third party management.
• Research and implement new strategies and techniques to ensure the company remains at the forefront of modern practice.
• Create new policies and amend existing policies to improve operations as needed. Present recommendations on the operations of the organization and propose changes to mitigate risk and facilitate future growth.
• Provide personal leadership that encourages employee productivity and responsiveness to the needs of the current and prospective members, providers and regulatory agencies/staff.
• Ensure programs are established to comply with all relevant federal, state and local regulations.
• Ensure management staff maintains focus on efficiency and execution
• Maintains working knowledge and compliance of any local, state, and national regulations identified as regulatory requirement
• Forecast, create, and maintain annual budgets, reviewing on a monthly and quarterly basis
• Promote internal growth and development of leadership staff Experience
• Must possess the ability to assess potential problems and make sound judgment around issues that may have an adverse impact on the company.
• Must be a strategic planner with sound technical skills, analytical ability and strong operational focus.
• Must have strong ability to relate to people at all levels of the organization and possess excellent communication and presentation skills, both written and verbal.
• Ability to handle multiple projects, meet deadlines and adapt to changing business environment and/or needs
• Effective leadership and team building skills.
• Implement governing body directives or policies.
• Oversee fiscal management.
• Comply with applicable laws and regulations.
• Monitor quality and appropriateness of services and products and assuring their availability.
• Program planning, development, administration and evaluation.
• Overall administration of Agency and its affiliated companies.
• Coordinate and liaison with appropriate affiliate departments and committees.
• Represent the organization to other groups, agencies, and the general public.
• Keep the governing body and staff informed of current organizational, community, and industry trends.
• Develop policies and guidelines of operations.
• Seek and encourage input from other administrative and service personnel.
• Provide professional input to related administrative systems.
• Participate in the formulation of a business plan strategic goals, resource allocation plan(s) and budgets.
• Consult, plan and work with the Governing Body and Management Staff in policy formulation and program development and implementation including matters of staffing for the Agency.
• Assist the Governing Body in planning activities to develop administrative policies and practices.
• Coordinate with the Administrator and management and program areas for appropriate services operations and administration according to the organizational structure.
• Maintain liaison for data processing and record needs, including weekly, monthly utilization reports.
• Keep the management staff informed of Agency and affiliate developments, needs, etc., and encourages their participation in problem solving at the organization and community levels.
• Submit formal written proposals to the Governing Body for all new programs of Services with complete cost/benefit analysis.
• Direct the implementation of service goals and objectives.
• Consult, plans and works with the Governing Body to implement all support functions relating to Board activities and other committee activities, i.e., agenda, minutes, reports and yearly calendar of activities
• Submit monthly and other operation reports to the Governing Body on a timely basis, outlining the completion of goals and objectives including justification for those not attained.
• Participate in selective conferences and workshops to promote knowledge in community health trends, job performance efficiency and overall professional growth.
• Establish personal goals and objectives for advancement.
• Participate with other health, civic, educational and professional groups as directed.

Qualifications, and Education

• Bachelor’s degree in Business or related field, required; Master’s degree, preferred
• Minimum of eight years’ experience in Healthcare industry, medical or ambulance billing required
• Minimum of five years management experience relating to BPO/TPA type services required
• Mastery of oral, written, presentation and facilitation skills
• Demonstrated experience utilizing MS Office Suiteand project management software
• Working knowledge of medical information systems, medical claims payment process, medical terminology and coding, managed care, and Medicare and Medicaid programs.
• Strong understanding of the current and future state of the healthcare industry.
  

Chief Financial Officer

• Reporting to the Chief Executive Officer (CEO), the Chief Financial Officer (CFO) will be a key member of the management team responsible for leading the design, development and oversight of all finance operations, strategy, analysis, accounting, regulatory reporting and financial controls.
• The CFO will play a critical role in the growth of the business and continue to improve operational efficiencies.
• The successful candidate should have a strong foundation in accounting and financial management in a regulated/related healthcare services organization and be viewed as a trusted business partner to the CEO.
• The candidate will have demonstrated success in working with investors/owners in communicating financial and operating information and analysis.
• The CFO will develop, manage, coach and motivate an accounting and finance team that provides day-to-day shared services support to various healthcare clients.
• The CFO must be an effective team player and work well across the entire organization.

Chief Financial Officer – Responsibilities:

• Manage, direct and oversee all financial and business planning activities, including financial plans, business policies and accounting practices, financial reporting and analysis, support and advise the CEO and executive team in decision making, and organizational budgeting processes.
• Oversee reporting and monitoring of organizational financial performance metrics.
• Assure that relevant financial data is presented to the CEO, management team and business partners.
• Participate in the development of the organization’s plans and programs as a strategic partner.
• Develop/enhance, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the organization.
• Cultivate and mentor the talent within the Accounting Department.
• Continuously improve the budgeting process through education of contributors on financial issues impacting their budgets.
• Advise from a financial perspective, on any contracts into which the Organization may enter.

Chief Financial Officer – Qualifications:

• The ideal candidate for this position will be a successful finance professional with significant leadership experience and a strong customer service approach.
• Strong academic credentials- Bachelor’s degree is required and an MBA is a plus. CPA is a plus
• A minimum of ten (10) years overall business experience and will be well rounded in both accounting and finance operations.
• Worked as a CFO with a senior leadership team and has demonstrated success as an important team member who contributed to the management and growth of the business.
• Worked in a variety of prior positions which would include: Controller, Treasurer, or other similar management accounting type roles.
• Strong accounting and finance training and capabilities, with the experience and confidence to fully understand and present all aspects of the business performance to management, investors and other constituencies.
• Strong control orientation, with proven hands-on experience in leading and enhancing financial controls for a diverse enterprise.
• Provide information into the hands of operators in order to make quicker strategic decisions.
• A proven track record in building and leading an effective finance organization, including accounting, audit, treasury, tax and investor relations functions.
• Being a performance oriented, collaborative “player coach” is important.
• Strong treasury, cash management and heavy analysis experience is required.
• Experience working effectively with the CEO, management team, investors and Board of Directors.
• Should have a strong technology base, with extensive experience in leveraging technology tools to grow a business.

Required education:

• Bachelor's Degree

Required experience:

• Accounting & finance operations: 10 years
• Healthcare industry: 1 year

Desired license or certification:

• Certified Public Accountant (CPA)
  
  

Chief Financial Officer

We have an immediate opportunity for a high caliber professional who leads with a passion to drive results while supporting the Company's Goals and  Providing Solutions.

Does this describe you?

• You are a hands-on manager with recent experience in driving improvements to the technical side of accounting and analysis and you can balance that with leading the organization strategically.
• You thrive on new challenges; relentlessly focusing on evaluating and assisting leadership and business managers with financial analysis & modelling; identifying opportunities for improvement, cost reduction, and systems enhancement.
• You have a demonstrated ability to build and foster high-performance teams, relying on strong business acumen, problem solving, critical thinking and initiative skills
• You are a go-getter that balances your drive for technical, strategic and process improvement with strong accounting foundational skills and you understand the importance of blocking and tackling
• You have a strong strategic drive and couple instincts with studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; and accumulating capital to fund capital improvements and expansion needs
• If this fits you, then consider all that my client has to offer!

The Job

• The CFO is responsible for leading Accounting, Finance and Information Technology practices in an Associate centric environment while supporting a high performance culture.
• You will have an opportunity to: Partner with the President, Executive Leadership Team and Divisional Vice Presidents as a critical business partner; developing and implementing the financial and technological strategy for the company as well as determining course of action to uphold the Company's, values and marketplace strategy.
• Provide vision, strategic direction and leadership in the development and maintenance of a system-wide information technology programs and delivery of high quality, efficient and client centered services.
• Collaborate with business partners to assess, create and implement innovative solutions that impact long-range planning, introducing new programs and strategies to improve.
• Develop tools and systems to provide critical financial and operational information to business leaders and make actionable recommendations on both strategy and operations.
• Review and analyze business unit objectives and subjective data to identify trends and recommend solutions to improve performance, retention and Associate experience.

The Successful Candidate must possess the following experience:

• 3+ years of experience in manufacturing environment, or similar demographic industry
• 10 years of experience in accounting, applying general accepted accounting principles as issued by Financial Accounting Standards board, SEC and other regulatory and advisory organizations
• 3 years hands-on experience in finance and analysis role
• CPA preferred
• Bachelor’s Degree required, Master’s degree preferred
• 3+ yrs in a manager or director level position
• Strong experience in coaching managers and leaders while focusing on business results
• My Client offers paid relocation, top salary, top tier yearly bonus opportunity, company-paid std, ltd, life insurance, matching 401K and an Associate centric work environment.
• My Client is Passionate – We approach our work with drive and intensity. We align with others that have the same heart to do whatever it takes to serve our customer and drive our business towards success.
• My Client is Creative and Evolving –We are constantly evolving to get better in everything that we do. We embrace improvement and consider ourselves a learning organization; progressing and continually adapting, scaling and improving.
• My Client is Committed to Service – We are hard-wired to serve; positively influencing and impacting each other, our communities, and our customers.
• My Client is  Driven to Lead – We have a deep desire to out-pace our competition and strive to be the best.

Required education:

• Bachelor's

Required experience:

• Hands-On Finance and Analysis: 3 years
• Accounting:8+ years
• Senior Manager or Director Level: 3 years
• Manufacturing or Similar Environment: 3 years

Required language:

• Strong Coaching and Leadership skills
  

Senior Vice President Accounting and Finance

• My client is searching for a VP of Finance & Accounting.
• This role will provide broad financial direction and oversight as part of the company’s leadership team and will drive tactical execution for the finance & accounting department.
• The VP of Finance & Accounting is a new role for which is needed to support the company’s rapid growth.
• The role is based in the company’s Tennessee headquarters and reports directly to the company’s CFO

Responsibilities:

• Defines the department’s direction and strategy and manages the departmental team which is growing rapidly in headcount
• Drives company performance that will maximize revenue and profit in a hyper-growth environment
• Defines, refines and implements policies, procedures and internal controls for effective compliance with corporate policies and initiatives
• Refines and documents processes and updates systems
• Participates in development of annual plans, key management actions, rolling estimates and long-range financial and operational forecasts
• Tracks and reports to management the financial results of operations; develops and implements corrective actions as necessary to ensure performance meets or exceeds financial targets
• Ensures compliance with all Corporate and external government compliance requirements
• Manages and oversees preparation of monthly financial reports (financial statements, variance analysis, cash forecasts, etc.) and quarterly business forecasts, program reviews, cost analyses, etc.
• Manages cash performance by tracking A/R and A/P and works to resolve any issues; tracks progress of invoices and resolves overdue billing issues
• Directs budgeting and cost tracking, assisting with development of budgets, trend analysis, and cost performance
• Manages governance and risk management activities for all corporate entities and employees globally

Knowledge/Skills/Abilities in:

• Entrepreneurial companies where priorities change rapidly
• Accounting policies, procedures, processes
• Enterprise level accounting and financial planning
• CPFF, T&M, FFP and other government contract types
• ICE reporting
• Calculation of indirect rates including recommendations between various scenarios
• Pricing and contract/proposal preparation and strategy
• GAAP, FAR and Cost Accounting Standards
• Corporate Finance/Treasury
• M&A process
• Communication and negotiations with lenders
• People management skills with aptitude and interest in developing the finance & accounting team 

Education/Experience:

• Bachelor’s and/or Master’s degree in Finance or Accounting
• 20+ years in accounting & finance functions
• 5+ years’ experience as a VP of Finance (or similar, e.g. Director or Controller) for a federal government contractor
• 10+ years’ experience as a strong leader/manager of people
• Experience as a manager in a hyper-growth company (200%-300% annual growth in revenue and headcount) is tremendous experience to bring to the role
• CPA or CMA or equivalent a plus
• JAMIS experience a plus
• Experience in a global multi-currency business is a plus
• Flexible to work varied shifts, overtime, weekend

CORPORATE CONTROLLER

• The Corporate Controller is responsible for directing the accounting functions, including, establishing and maintaining accounting principles, procedures and initiatives; managing the annual external audit and quarterly reviews, and interpreting guidance regarding complex accounting issues, new accounting pronouncements and regulations. 
• In addition, this position will also be responsible for accounting and budgeting for the corporate departments, performing the month end consolidation, and reporting the results to the CFO. 

Responsibilities:

• Manage the annual external audit process acting as the primary liaison with external auditors.
• Research, evaluate and interpret new or existing accounting pronouncements, standards and other regulations applicable to the organization.
• Communicate and provide education on technical accounting matters.
• Provide leadership and oversight for all accounting functions, including month-end close, account reconciliations, inter-company procedures, and all other responsibilities of direct reports, ensuring timely reporting and responsiveness based on due dates and deadlines.
• Manage the accounting and annual budget process for all corporate departments ensuring all due dates and deadlines are met.
• Perform the month end consolidation and financial reporting, including reporting results.
• Provide leadership and oversight in internal controls over financial reporting documentation and testing, including performing some testing and documentation directly.
• Support Risk Managers in analysis of insurance requirements and prepare consolidated insurance renewal information.
• Manage accounting for leases, including preparation of rent equalization schedules.
• Responsible for overseeing general accounting activities and responsible for the cost and inventory accounting.
• The individual will need to have previous Retail Accounting experience and be self-motivated with experience driving process efficiencies.
• Manage key accounting operations including Billing, A/P, GL, Cost & Inventory Accounting and supports A/R & Tax compliance at corporate
• Provides management with daily, weekly & monthly reporting and analysis to measure performance and works on corrective actions when required.
• Leads the development of new product standard costs & the annual revision of all standard costs
• Ensure policies and procedures are in compliance with professional standards, state and federal regulatory requirements
• Establishes and maintain internal controls to support the financial infrastructure
• Leads the annual budget process and updates forecasts as required
• Evaluates and implements new ways to improve efficiencies within the function and across the business
• Supports the annual audit of an external CPA firm
• Oversees month end close of the General Ledger
• Control and maintenance of fixed asset inventory 

Education/Experience

• Bachelor degree in Accounting, Business or Finance.
• CPA desired
• Proficient in Microsoft Office products required.
• Strong knowledge of GAAP
• Excellent written and verbal communication skills; ability to communicate with all levels of personnel in a large organization.
• Excellent organizational skills.
• Deadline-oriented and ability to multi-task.
• Five (5) years of managerial experience in accounting required.
• Public accounting experience highly preferred.
• Demonstrated experience in process improvement preferred.
• Demonstrated knowledge of accounting systems and experience in implementation and/or conversion of accounting systems preferred.
• Demonstrated ability and experience in interacting with all levels of Management and other Associates.
  

CHIEF FINANCIAL OFFICER / CFO

• Candidate must be a CFO now, or acting as a CFO, and responsible for all financial and accounting activities including finance and accounting processes, policies,  financial controls, budgeting, strategic planning, interpreting financial reports, monitoring results, merger and acquisitions anaylsis and integration, information technology and special projects as required. Reporting directly to the CEO.
• The CFO will interact effectively with all parts of the company and be viewed as a trusted business advisor.
• Critical outcomes include supporting the Leadership Team with key financial information, operational analytics, and driving a culture of accountability in managing the business.

Position Responsibilities:

• Provide leadership for ongoing evaluation of short and long-term financial objectives.
• Evaluate and advise on the impact of strategic planning and new programs/strategies
• Establish and maintain strong relationships with Leadership Teams so as to identify their needs and seek full range of business solutions
• Provide management, shareholders and the companies outside board of advisors, with advice on the financial implications of these activities
• Provide recommendations to strategically enhance financial performance, and business opportunities.
• Lead and evaluate the accounting, finance and IT teams for continuous improvement of the efficiency and effectiveness of the group as well as provide individuals with professional and personal growth.
• Oversee the development and continuous improvement of the company’s internal financial reporting package, cost accounting data, margin analysis and cash flow projections
• Be an advisor on all matters relating to capital purchases, risk management, real estate and facilities
• Member of the acquisition team and advises on all matters relating to acquisitions
• Direct matters of corporate governance, and tax compliance/reporting
• Ensure the Company's financial results are presented in a timely and accurate manner, with proactive commentary included to support decision making.
• Develop tools and systems to measure important financial and operational information, and drive performance metrics against both the annual budget and Company’s long term strategy.
• Provide analytical insight into (a) key metrics and their impact to the business (b) results of ongoing operations (c) financial condition of the organization including cash flow analysis and forecasts and (d) forward looking marketplace trends.
• Providing strategic direction to the C-Suite and execution on global projects.
• Build new and unique financial models and improve existing analytical tools that ultimately consolidate up into our total Company P&L.
• Lead all finance functions, including treasury, tax, audit and information requirements for the Board
• Serve as a principal financial liaison to legal counsel to ensure all contracts and agreements are prepared in accordance with financial goals and standards.
• Maintain and improve internal controls and financial procedures, and coordinate annual financial audits and preparation of all tax returns and documentation.
• Safeguard the Company assets and oversee the financial systems and routines to strengthen the control environment.
• Hire, train and mentor a high performing team.
• Establish employee objectives and developmental goals, maintain priorities, and assign accountabilities, and manage the performance and salary review process for your team.
• The Chief Financial Officer is accountable for the administrative and financial operations of the company, including such areas as financial planning and analysis, accounting, treasury and cash management, internal controls, IT, contract administration and other activities for the company.
• This position requires strong interpersonal, relationship and influencing skills to complement an entrepreneurial, opportunity driven culture which enhances financial planning, analysis and controls.
• The CFO is given a large amount of autonomy to develop the financial policy and direction of the organization and to make policy related decisions, and will provide leadership to both the finance of the organization and the entire company at all levels toward attainment of business objectives and must have excellent overall communication skills.
• Serve as a key member of the Executive Management team that operates within the overall objectives and budgets of the Company
• Provide accurate appraisal, interpretation and analysis of financial results, while providing an accurate explanation and justification of budgets, forecasts and long-range plans.
• Manage the finance organization and the controls of the company to ensure the custody, maintenance and safeguarding of the company assets.
• Assure adequate liquidity for continued operations and planned acquisitions.
• Assure timely and accurate financial reporting in compliance with GAAP, IFRS and other regulatory, tax jurisdiction or lender requirements.
• Direct the production of understandable and actionable financial management information to support decision processes and continuous improvement.
• Use timely financial reporting and financial management information to explain results, forecasts and plans to stakeholders, including shareholders, manager, other employees, and lenders,
• Direct continuing reviews of the company accounting practices to ensure their correctness, appropriateness and conformance to generally accepted accounting principles (GAAP), Federal Acquisition Regulations (FARs) and tax laws, while assuring coordination and responsiveness to financial audits.
• Provide expert financial input on a variety of subjects and to a wide variety of disciplines to assist in the general business planning and execution of business activities of the Company, serving as a trusted, valued and available business partner to other leaders so as to be consulted while plans are under consideration.
• Set overall guidelines and review for balance sheet elements so as to manage financial investment and risk,
• Highlight opportunities for cost/financial improvements and effectively provide both advocacy and progress tracking toward successful resolution,

Competencies:

• Strong interpersonal skills, ability to communicate and serve well at all levels throughout the organization
• Strong problem solving, creative skills and the ability to make sound decisions based on accurate and timely analyses
• High level of integrity and dependability with a strong sense of urgency and results-orientation

Education and Experience:
Preferred

• MBA, CPA or other financial designation
• Experience successfully managing and developing the full potential of employees and teams
• Leading/facilitating strategic planning, budgeting and review processes
• Strong financial and technical acumen to advise long-term growth strategy.
  
• Comfort level and ability to adapt to a quickly changing business, by assessing the market and creating sustainable infrastructure to drive double digit growth for the organization
• Experience leading Lean Manufacturing and Continuous Improvement Processes
• Managerial experience in the manufacturing sector is likely the best fit but other industries will be considered.
• Must be an outstanding leader with a track record of building and growing a company to the next level. 
• Evaluate revenue ehancements, as well as cost containment. 
• The candidate must have 10 + years of finance and accounting with experience in a BIG 4 public accounting firm (or major regional firm) + being the senior finance executive in a corporate manufacturing environment in a $400 + M company (standalone) and/ or division of a larger manufacturing organization.
• The candidate must be able to roll up their sleeves and look at details as well as see and grasp the big picture, have out the box thinking and vision.
• Experience with consumer goods and inventory management, as well as selling to the global retail markets.
• Partner with senior management in  Production, Logistics/ Distribution, Sales, and Marketing within the organization; assist both internal and external auditors.
• Candidate must be able to report and provide advice on all financial results to Senior Management and Board, and external audience - investors.
• Excellent written and oral communication skills are required.