Chief Financial Officer

Job description

The mission of the Chief Financial Officer is to provide strategic financial oversight and foresight, ensuring that the Company financial operation runs with excellence and has the clarity and resources necessary to take advantage of new opportunities as we rapidly scale.

This includes supervising the functions of accounting, legal/risk management, tax preparation, budgeting, financial modeling, financial goal tracking with real-time data analysis, and financial report creation/presentation.

We're looking for someone who:

• Loves our industry, mission, and product offerings
• Has experience providing financial leadership for rapidly scaling teams with diverse product offerings.
• Thrives in a fast-paced, high-growth environment where quick decision-making is crucial for success.
• Excels at analyzing deep and complex data from diverse sources, and drawing simple, actionable conclusions for the benefit of our Executives.
• Aligns with our mission, values, and vision, including our pursuit of racial and ethnic diversity within the organization at all levels.

Job Description

The mission of the Chief Financial Officer will be accomplished by producing clarity, driving innovation, and providing administrative oversight through the areas of responsibility below.

1. Strategic Financial Oversight: Partner with the Executive leadership team on all strategic and operational issues as they arise to provide financial recommendations based on analysis and projections. Participate in the ongoing strategic planning process as the Company's strategic priorities change throughout the year.
2. Budget Creation and Management: Initiate and oversee the company wide and departmental budget planning process. Track and maintain the budget performance throughout the year, both from top-line revenue and net profitability perspectives, and identify areas where the Company's financial performance is not in alignment with the budget.
3. Risk Management: Evaluate the potential risks and rewards of any new business opportunities by ensuring that all team members perform the necessary due diligence to make quality decisions. Maintain strong relationships with banking, insurance, legal, and other business support providers to minimize the Company's risk and liability exposure wherever possible.
4. Reporting & Modeling: Oversee the preparation of the Company's monthly financial statements. Design and maintain a sophisticated internal KPI tracking system. Maintain a 16-week, week-by-week forecast of cash flow and an up-to-date year-end forecast for profitability, along with any other forecasting models needed in other business areas. As much as possible, provide real-time visibility into data so that our leaders are empowered to make quick and accurate decisions.
5. Supervision: Supervise the Director of Finance to ensure proper completion of all accounting functions, including recording of all transactions, posting of debits/credits, invoicing, payroll, and maintaining and balancing all general ledgers and historical accounts. Ensure financial record systems are maintained in accordance with Generally Accepted Accounting Principles (GAAP).
6. Tax Compliance: Supervise our CPA firm(s), coordinate the completion of any Federal, State or local tax returns and associated documents. Ensure that all fiscal practices align with guidelines established by any governmental entities.

Requirements:

• BA in accounting or similar required; MBA and/or CPA preferred.
• Professional Experience:
• 10-15 years of financial leadership as a CFO, preferably in a high-growth environment.
• A technology enthusiast who adopts new technology early and is a quick learner of new applications with an aptitude for complex application integrations. Should be a master of standard financial software such as QuickBooks, Excel etc.
• High proficiency at taking complex financial data and distilling it down into easily understandable reports.
• Has demonstrated experience with the financial side of inventory management, specifically with physical products
• A seasoned leader of teams with demonstrated expertise in setting vision, securing alignment, and driving consistent, high-performance execution.
• An expert decision-maker capable of taking complex financial information and risk considerations and making quick, high-quality decisions and recommendations with confidence.
• Strong communicator, both in writing and in person; passion and proficiency in confidently presenting financial information to executives and the entire team as needed.
• Experience working in a team-oriented, semi-virtual environment preferred due to work-from-home option available to employees a couple days a week.
• Resonate with Company core values and mission.

• Physical: Ability to bend, reach, and lift boxes and office supplies up to 30 lbs.