Montclair, California
May 19, 2024
May 24, 2024
Work Mode
Full Time
Employment Type
Organization Type
This Jobot Job is hosted by: Emily Klopfenstein
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $260,000 - $350,000 per year

A bit about us:

We are at the forefront of our industry, driven by a mission to innovate and excel. Our organization prides itself on its commitment to leading change, nurturing growth, and embracing a culture of collaboration and creativity. With a focus on sustainable practices and excellence, we offer a unique environment where passion and purpose come together to create a lasting impact.

Why join us?
  • Opportunity to lead and shape the financial strategy of a rapidly growing company.
  • Work closely with a dynamic leadership team committed to innovative and strategic expansion.
  • Be part of a culture that values hands-on leadership, creativity, and the development of its team members.
  • Engage in a diverse role that blends strategic planning with hands-on financial management.
  • Contribute to a company that prioritizes sustainability, diversity, and inclusive workplace culture.

Job Details

The Chief Financial Officer oversees the financial management services of a growing company. The CFO role is a hands-on executive leadership position that drives and leads the finance team, guiding the organization's growth, investments, and financial health overseeing the Finance, Accounting, Treasury, Tax, IT, strategy, and budget forecasting areas.

This is not a dial-pushing, strategy-only position. The company is a growing organization with a startup mindset. The CFO will both strategize and think about the big picture. This hands-on CFO role also does some of the functional work that a small, yet high-performing finance team is expected to deliver.

  • Accounting - Lead/Manage all aspects of company accounting, including managing the Finance Team, providing accurate and timely financial reporting (statements, budgets, projections, analytics), maintaining financial systems, processes and controls, and overall functional integrity.
  • Finance and Analytics - Evaluate, analyze, and make recommendations pertaining to the company's strategic plans and performance, active and anticipated investments, resource allocation (especially in response to fiscal scenarios), external/internal change, and risk management.
  • Executive Leadership - Work directly with the CEO and the Leadership Team in the planning, execution, critical thinking, innovation, and problem-solving necessary for the organization to reach its goals and fulfill its mission.
  • Lead, manage, and guide the professional development of the accounting and finance team members.
  • Oversee the company's accounting functions, including cash, AR, AP, inventory, and the general ledger.
  • Produce financial statements and management reports.
  • Manage monthly fully reconciled, accrual accounting financial statements, including profit and loss, balance sheet, and cash flow statements.
  • Produce budgets and projections (monthly and annual), including variance reports and analysis.
  • Capital and cash flow projections and management, including multiple-outcome scenario planning.
  • Establish and maintain proper financial controls and checks and balances, including internal audits and protections against fraud/theft.
  • Establish and maintain financial compliance requirements, including tax filings, lender/investor requirements, and other government regulatory requirements.
  • Ensure proper management of fiscal relationships with partners, including contracts, royalty statements, payments, etc.
  • Provide financial health analysis, including margin analysis, return on investment calculations, and business model optimization.
  • Develop and maintain key leading and lagging indicators that impact and inform the financial performance of the organization, including relevant benchmarking and best practices.
  • Develop and maintain other ad hoc financial reporting and management as needed, including risk assessments, financing requirements, business model analysis, cost/benefit analysis, and investment return estimates.
  • Project, plan and evaluate business investments into new services and partnerships.
  • Negotiate and/or provide input and analysis for high-risk/high-impact financial deals.
  • Proactively raise issues with direct or indirect financial impact and possible solutions.
  • Work with Leadership Team members to refine their budgets for optimal efficiency and results.
  • Interface with business professionals including bankers, CPAs, attorneys, vendors, contractors, etc.
  • Interface with partners, investors, and relevant stakeholders as needed, to manage high-risk, high-return issues and relationships.
  • Guide managers in the creation, refinement, and optimization of sub-team budgets.
  • Improve existing systems and establish new systems to drive effective decision-making and improve efficiency.
  • Can articulate and be an effective communicator who can explain financial concepts and information to all team members in a way that is well-contextualized, understandable, and actionable.
  • Guide and direct the Leadership Team to sharpen strategy and steward implementation of that strategy so the company can create sustainable and scalable growth, and recurring revenue, and improve and develop products and resources to advance the company's mission and success.
  • Collaborate with and guide the Leadership Team to maintain and improve a friendly, sustainable, diverse, collaborative, equitable, inclusive, and efficient team culture.
  • Development and implementation of corporate financial strategies supporting both short- and long-term growth plans.
  • Prepare quarterly (or more frequent) forecasts and annual budgets of revenue and expenses.
  • Enhancement of systems, controls, and measures in support of the company's expanding business.
  • Financial oversight of transaction processing with a keen eye on margins.
  • Serve as the company's financial representative to external constituents including, but not limited to, stakeholders, prospective investor groups, lenders, auditors, and customers.
  • Manage semi-monthly cash flow and semi-monthly cash flow reporting for lenders.
  • Provide oversight over Information Technology staff.
  • Responsible for creating reports that provide insights into the company's financial standing, including accounts receivable, accounts payable, and inventory.
  • Responsible for the company's liquidity, debt, and assets. That includes any investments the company may have, whether physical assets, such as buildings and equipment, or financial investments.
  • Uses available data and reports, both internal and external, to advise on areas including product development, market expansion, M&A and capital investments, as well as planning and forecasting across the organization.

1. Minimum of 15 years related experience in accounting and/or finance functions.
2. Prior experience as a CFO and experience working with growth-oriented businesses with revenues of more than $500MM.
3. At least 10 years of experience in managing or supervising an accounting department.
4. A Bachelor's degree in Accounting or Finance is required.
5. An accreditation such as a certified public accountant (CPA) or certified management accountant (CMA) is strongly preferred.
6. A master's degree in business administration (MBA) is preferred.
7. Comprehensive knowledge of Generally Accepted Accounting Principles (GAAP), as well as Financial Accounting Standards Board (FASB) and Government Accounting Standards Board (GASB) pronouncements and interpretations.
8. Considerable knowledge of budget preparation and administration and of data processing and its application to accounting and management information systems and to the development of statistical, cost and evaluation data and procedures.
9. Extensive experience preparing, justifying, and administering a budget.
10. Considerable knowledge of federal, state, and local tax laws.
11. Prior experience developing and implementing custom financial and management reporting and dashboards (when they haven't previously existed).
12. Start-up experience is a plus and/or experience in lean and growing organizations, where roles evolve, sometimes swiftly.
13. Prior experience working with an owner-operator entrepreneur is a plus.
14. Must be flexible to work outside of traditional business hours. Think 24/7 mentality.
15. Considerable knowledge of organizational planning techniques, including developing goals and objectives, staffing, and work standards.
16. Knowledge of the principles and practices of budgetary administration and control.
17. Ability to develop, implement, and monitor administrative policies and procedures.
18. Ability to evaluate program effectiveness.
19. Ability to communicate both orally and in writing.
20. Ability to supervise and evaluate the work of subordinates.
21. Ability to establish and maintain effective working relationships both internally and externally.
22. Ability to work under pressure.
23. Ability to develop and maintain effective financial control mechanisms.
24. Ability to manage multiple complex and interactive multi-step projects.
25. Ability to coordinate long-term and short-term planning methodologies in a rapidly changing environment.
26. Ability to collect, analyze, and summarize data and to prepare clear and concise reports.

Interested in hearing more . click apply for full job details