Chief Financial Officer Duties and Responsibilities:

• Ensure timely daily, weekly, monthly, and yearly reporting with a focus on forecasting projections and maximizing ROI
• Evaluate and augment the Accounting / Finance team as needed
• Develop and execute an overarching financial strategy for the multiple entities within the portfolio of companies
• Develop and implement a reporting structure that will allow for dashboards/scorecards. These are to be used in real-time and to benchmark month over month and year over year reporting.
• Develop robust models to assist in budgeting and forecasting.
• Evaluate and implement new software / ERP systems as needed
• Manage benefits and payroll
• Oversee accounting procedures, review monthly financials with management
• Provide risk management tools by analyzing the organization’s liabilities and investments
• Work with CEO and ownership team in building investment strategies
• Maximize cash flow, improve daily / weekly cash reporting and cash forecasting
• Implement accounting and analytical tools needed to better measure profit margins and ROI
• Manage vendor relationships
• Work with in-house legal in matters both legal and strategic
• Conduct benchmarking and trend analysis
• Work with CPA firm in managing tax and audit issues
• Implement tax planning strategies as needed
• Manage the financial and accounting aspect of corporate and personal real estate holdings
• Manage the internal employee insurance program to include evaluation of options each year

Chief Financial Officer Qualifications and Requirements:

• Bachelor’s Degree in Accounting / Finance
• Proven Financial Leadership Experience in the Healthcare Field
• Extensive experience in managing payments outside of “commercial insurance” including, self-payment, liens, and capitation
• Experience in Real Estate a huge plus
• Strong background in managing intercompany transfers
• QuickBooks Online experience would be a plus
• Experience in managing complex AR
• A proven track record of implementing and utilizing new evaluative tools and dashboard reporting.

CFO Roles and Responsibilities:

• Oversees and directs AAAS’s financial infrastructure, including financial plans and policies, budgets, accounting practices, and relationships with financial and business institutions.
• Leads short- and long-range planning in financial and information systems.
• Works closely with senior management to assess new business opportunities
• Ensure maximum effectiveness of departments under their supervision.
• Oversees the strategic planning process for developing an integrated approach to various financial information systems to meet overall institutional financial reporting needs.
• Reviews all budget submissions and makes recommendations on funding activities.
• Develops overall transformation budget and monitors progress, making recommendations regarding funding to top management.
• Periodically reviews and analyzes AAAS’s financial position and performance and reports to senior management and/or the Board, as appropriate.
• Oversees financial performance and risk management of US, UK, and China offices.
• Manages AAAS’s relationships with its external auditors and with government agencies or external rating agencies.
• Oversees the annual independent audits and special government audits.
• Designs and oversees the annual budget process, monitoring budget schedules and workflow, working with management staff to prepare budget information, and developing budget documents and accompanying memoranda for presentation to senior management and to the Board.
• Counsels senior management in the effective use of the organization’s financial reporting systems in planning and implementing their department’s goals and objectives.
• Informs AAAS’s internal audit function, ensuring compliance with applicable policies and procedures and identifying opportunities to improve procedures and processes.
• Manages AAAS’s current investment portfolio and develops the organization’s future investment strategy.
• Raises with the Board any concerns that may not be fully and adequately addressed by the institution.

CFO Skills, Abilities and Experience:

• Progressive leadership in financial management, including at least five years of strong leadership experience across multiple finance sub-functions
• Experience as a sitting CFO in an organization of comparable scope and complexity
• In-depth knowledge of accounting practices and procedures and automated systems
• Demonstrated competency in managing complex financial and related technological processes
• Proven track record with budget formulation and management, systems management, project oversight
• Experience working with external auditors
• Working knowledge of regulations related to the financial management of non-profit organizations
• Prior experience working in a non-profit organization
• CPA and/or MBA

Chief Financial Officer (CFO) Roles:

• Partner with Dover Precision Components President and leadership team to develop and implement strategic planning and continue to capitalize on new business and market opportunities
• Contribute a truly operational finance perspective, to drive top-and bottom-line performance and continuous improvement
• Drive financial performance by measuring and analyzing results, and initiating corrective actions
• Develop financial strategies by contributing information, analysis, and recommendations to strategic thinking and direction
• Provide vision and leadership to drive the long and short-range information system plans to support business objectives and key initiatives for Dover Precision Components
• Lead analysis and planning related to organic and inorganic growth opportunities
• Lead and direct the finance function in the areas of financial management, analysis, budgeting, planning, reporting and maintaining internal controls
• Ensure effectiveness of cash and treasury matters, A/P, A/R, etc.
• Oversee all accounting and reporting systems, ensuring compliance with all appropriate Dover and government agency policies, accounting rules and regulatory requirement
• Evaluate and advise on the impact of long-range planning, introduction of new programs/ strategies and regulatory actions
• Manage OpCo-level execution of Dover enterprise-wide initiatives and ensure alignment with Dover Corporate strategy
• Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances, acquisitions and/or mergers
• Lead and develop a high-performing global finance organization; mentor and develop the team in regards to talent management, training, problem resolution, performance evaluation and enabling of effective teamwork
• At least 10 years of progressive growth in Finance, with at least five years in leadership roles (two years in a CFO or equivalent role preferred)

Chief Financial Officer (CFO) Knowledge, Skills and Abilities:

• Bachelor’s Degree in Accounting or Finance; Master’s degree and/or CPA preferred
• Demonstrated success in a complex, global manufacturing environment
• Track record as an operationally oriented executive and business partner, able to drive performance from a finance leadership purview
• Success as a strategic thinker and experienced at developing business and financial plans for short and long-term results
• Experience executing across all phases of the mergers and acquisitions process, from funnel development and management to post-merger integration
• Experience leading capital budgeting for organic and inorganic growth initiatives
• Experience with digital-transformation initiatives and related decision-making (i.e., make vs. buy)
• Demonstrated creative problem solving and strong analytical and negotiating skills with a high performance standard
• Experience operating in a complex, decentralized corporate structure and successfully managing business unit and enterprise efforts
• Track record of leading and developing high-performing teams
• Proven ability to interact and influence at all organizational levels
• Self-directed, positive and ethical role model with professional credibility, accountability, and the ability to thrive under pressure
• Excellent communication and listening skills, an orientation to details, and the ability to make quick, informed decisions

Chief Financial Officer (CFO) Responsibilities:

• Oversee the areas of accounting, financial reporting and analysis, purchasing, payroll, receivables, treasury, tax and risk management
• Oversee the Information Technology (IT) function for the Company.
• Assess and create an IT infrastructure that will support the Company’s need for accessible, secure, timely, and relevant information
• Ensure that all financial systems and controls reflect best practices, as well as implementing financial controls and programs that enhance Company value and enable ongoing growth opportunities for the Company
• Develop and execute an overall financial strategy designed to support short and long term business objectives
• Clearly define and articulate the goals of the finance organization and communicate, as appropriate, throughout the Company
• In conjunction with the Controller, serve as the Company’s financial liaison with external constituencies (such as outside audit firms(s), credit agencies, financial institutions, insurance agencies, lessors, credit card companies, and collection agencies)
• Optimize financial performance, balancing effective and efficient operations at reasonable costs
• Manage short and long term financial performance by developing budgets and forecasts, monitoring variances from plan and assisting with developing action plans to address issues and concerns
• Support key management and Company owners by providing timely, accurate, relevant financial information upon which to base business decisions
• Function as a team player and builds relationships within all levels of the Company
• Provide demonstrated leadership with team members by training, coaching, counseling, team building and mentoring, as well as monitoring and appraising job performance results

Chief Financial Officer (CFO) Knowledge, Skills and Abilities:

• Bachelor’s degree in business, accounting, finance or management, or related field
• Finance and accounting experience, with senior management experience; or equivalent combination of education and experience
• Ability to set priorities and manage multiple concurrent responsibilities
• Ability to thrive in a fast-paced, continually evolving environment
• Skilled at leading and contributing in a collaborative team environment
• Ability to lead and manage change that embodies long-term perspectives
• Experience working in a multi-location environment with the ability to oversee and manage both centralized and decentralized accounting, financial, and risk functions
• Excellent oral and written communication, presentation skills, analytical and financial abilities, organizational, problem solving, negotiation, and computer/software skills
• Must be able to pass post-offer pre-employment drug screen, and may be required to satisfactorily complete additional background checks as required (i.e. DMV, criminal history)
• Must adhere to all Company policy and procedures
• Must be available to work assigned schedules and extended hours as needed including day, evening, weekend, and holiday hours

Chief Financial Officer Duties:

• Provide financial analysis support to CEO on key business components.
• Establish and develop relations with senior management and external partners and bankers.
• Develop weekly, monthly, and quarterly financial presentations to senior management.
• Drive continuous improvement of the FP&A organization to allow faster response and a deeper level of analysis.
• Lead revenue chain management efforts designed to improve cash collections and efficiency.
• Create an annual operating plan that is aligned with the company's strategic direction.
• Lead the sales and operations team in creating accurate monthly forecasts that allow the team to react to changes in business levels.
• Provide leadership, direction and management of the finance and accounting team and HR team.
• Analyze financial data and operational and market trends to identify opportunities for improvement.
• Ensure the accuracy of financial controls reporting and profitability.

Chief Financial Officer Education and Experience:

• Experience in Finance management, including prior CFO and cost accounting experience.
• Bachelor's degree in Accounting, Finance or Business discipline. Advanced degree and/or CPA/CMA is desirable.
• Demonstrated success overseeing HR.
• In-depth understanding of robust financial and ERISA compliance.
• Comprehensive financial analysis skills that enable the development and evaluation of complex business transactions.
• Exceptional written and oral communication skills, including delivering presentations and financial reporting.
• Superior computer skills: Microsoft Office POS/PMS systems and the ability to create, maintain and analyze data in Excel spreadsheets. ERP experience a plus.

Chief Financial Officer Responsibilities:

• Interpret financial results and partner with the CEO on the strategic direction of the company.
• Establish and maintain KPIs and executive dashboards.
• Proactively manage cash flows and maintain availability of funding for operations.
• Direct accounting and financial reporting functions to ensure integrity of financial data and provide appropriate information to management.
• Supervise the accounting team and issue GAAP compliant financial statements and footnotes.
• Manage administrative responsibilities associated with accounting and finance.
• Provide oversight and direction to a new ERP implementation.
• Direct financial information technology operations to ensure that effective tools are provided to all associates and that those tools are maintained to support work efforts.
• Drive continuous efforts to identify and implement activities that reduce costs and/or improve revenues.
• Analyze finance and accounting operations to identify areas in need of improvement.
• Maintain and oversee ongoing relationships with lending institutions and auditing firms.
• Manage insurance and tax activities.
• Review the planning process and suggest improvements to current methods. 
• Work with other executives to coordinate planning and establish priorities for the planning process.
• Study short-term and long-range economic trends and projects their impact on future growth in sales and market share.
• Identify opportunities for expansion into new product areas.

Chief Financial Officer Requirements:

• Bachelor’s degree in Accounting or Finance.
• Master’s degree in Business Administration, Accounting, or Finance preferred.
• Experience in an industrial/manufacturing environment working with high volume, rapid-turn distribution business.
• Ten or more years of experience in business strategy and financial leadership roles.
• Experience directing accounting policies and controls.
• Experience with budgeting and forecasting.
• Significant hands-on experience with month- and year-end close and financial reporting.
• Experience establishing KPIs and executive dashboards from scratch.
• Executive-level presentation and communication skills (verbal and written).

CFO Functions:

• Strategic and operational financial management and reporting.  
• Lead, mentor and manage the finance team to achieve their individual as well as business goals 
• Proactively manage business risk and be a trusted advisor to the CEO and the business  
• Be part of the leadership team shaping and creating future value for TBN 
• Drive continuous business improvement initiatives  
• Collaborate with and manage key stakeholder relationships 
• Oversee the financial operations in four countries 

CFO Knowledge, Skills and Abilities:

• Degree in Finance/Accounting or related discipline and CPA/CA (or equivalent) 
• Solid experience (e.g., 5-10+ years) in Corporate Accounts (A/P & A/R) and/or Corporate Finance including 5+ years of leadership experience    
• Experience in a data-driven finance function and exceptional financial modeling and analytical skills  
• Demonstrated experience developing and implementing strategic initiatives from planning through to implementation 
• Experience in Management Accounting, taxation (including company tax groups), budgeting, accounting systems and cost control 
• Experience with multi-country operations (USA, Canada, UK and AU) and financial accounts is a bonus.  
• People leadership skills including demonstrated ability to build and maintain innovative, high performing teams 
• Highly organised with attention to detail, exceptional problem-solving skills, and resilience 
• Effective communication skills, especially engaging verbal, and written presentation skills 
• High level of technology systems capability including high-level proficiency in Excel and other MS Office skills, and experience with accounting, project, and payroll systems  
• Collaborative and consultative leadership style 
• Demonstrated strong commercial acumen

Chief Financial Officer Duties:

• Manage the day-to-day financial and accounting operations of the company.
• Work hand-in-hand with the President, COO, and other leaders.
• Build and grow a Finance department from the ground up.
• Provide financial insight and recommendations to the executive board.
• Produce timely and accurate reports, mitigate risk, ensure accuracy of company books, etc.
• Have responsibility for month-end/year-end close process, produce and analyze data surrounding monthly operations, calculate and produce financial and operational metrics
• Produce, manage and update annual budget and forecasts
• Project cashflows effectively to maximize ROI for any existing and future investments
• Provide oversight and financial due diligence
• Coach and mentor junior staff

Chief Financial Officer Qualifications:

• Completed CPA and MBA is highly preferred; bachelor's degree with equivalent work experience
• Experience mentoring junior staff and having direct reports is a must-have
• 7-10 years of experience in Accounting, Finance, Business Administration
• Ability to summarize, analyze and organize pertinent financial/accounting information
• Expert level understanding of US GAAP accounting standards
• Clean financial history and criminal background
• Team player with a high level of emotional intellect
• Must be willing to be hands-on with all aspects of accounting and finance when needed.
• Excellent and straightforward communication skills with the ability to juggle multiple tasks at the same time
• Prompt, timely, and able to meet deadlines
• Experience in public accounting is a big plus.

Chief Financial Officer Roles and Responsibilities:

• Lead the accounting organization for the company.
• Develop accounting policies and procedures.
• Contribute to strategic direction as a key member of the management team.
• Lead the monthly close and financial reporting processes for the company.
• Income statement, accounts receivable, accounts payable, bank reconciliation, year-end preparation, payroll and all other ad hoc financial reporting.
• Manage treasury and banking functions.
• Responsible for Avalara Tax processing and compliance.
• Work on banking relationships with finance providers for better processes, reporting and terms.
• Review and approve monthly financial statements, account reconciliations and treatment of various accounting issues to deliver the company executive team.
• Assist in the implementation of NetSuite/Zoho books ERP system.
• Progressive roles in an accounting/finance organization; prior Controller experience highly desired.

Chief Financial Officer Skills, Experience, Qualifications:

• BA Degree in Accounting/Finance required or equivalent experience; CPA, MPA and/or MBA highly desired.
• Strong technical US GAAP knowledge.
• Experience working in inventory-based retail companies
• Public accounting firm experience is highly preferred.
• Experience in early-stage high-growth company experience preferred.
• Experience implementing new accounting systems and processes within an organization or project.
• Exquisite written and verbal communication skills coupled with the ability to lead a team of professionals.