Chief Financial Officer

Job description

The Chief Financial Officer is responsible for the entire range of financial activity, including accounting and treasury. Formulate, recommend and implement policies on accounting and fiscal matters; exercise overall financial control. Reports to the company president, and is a key member of the management team.

Strategy, Planning and Management

• Assess and evaluate organization's financial performance with regard to long-term goals, budgets and forecasts. Provide insight and recommendations to both short-term and long-term growth plans.
• Evaluate departments and procedures; make suggestions for automating processes and increasing working efficiency. Identify, acquire and implement systems and software to provide critical financial and operational information.
• Create and establish financial objectives that align with company's growth and expansion plans.
• Build/manage team; guide cross-divisional teams outside of direct span of control.

Accounting, General Ledger, Administration and Operations

• Review/ensure application of appropriate internal controls, compliance and procedures.
• Ensure timeliness and accuracy of reporting data including weekly, monthly and annual financial statements, month/year-end closing activities, general ledger and balance sheet accounts, etc.
• Prepare or oversee the preparation and timely filing of all local, state and federal tax returns.

Financial and Cash Management, Relations and Policies

• Review and analyze monthly financial results and provide recommendations.
• Manage cash flow planning; ensure funds availability; oversee investments and asset management, explore new investment opportunities, provide risk and return recommendations.
• Remain current on audit best practices as well as state, federal and local laws.
• Maintain outstanding banking relationships and alliances with vendors and business partners. Represent company to banks, financial partners, institutions, auditors and officials.

Position Requirements

• Bachelor Degree in Accounting or Finance, MBA and CPA preferred.
• Prefer 10 years CFO experience in a mid-large corporation. 14+ years total accounting or finance experience. Background in service and manufacturing desired; Public Accounting helpful.
• Outstanding knowledge and understanding of GAAP, IFRS, SOX compliance and SEC reporting.
• Excel and "Hands On" accounting system proficiency required, ERP systems proficiency desired.
• Able to learn legacy systems. Background coordinating with I.T. to manage and/or upgrade accounting system. Systems implementation experience strongly preferred.
• Excellent analytical, reasoning and problem-solving skills.
• Demonstrated leadership ability, confidence and executive presence - ability to motivate staff.
• Outstanding communication and presentation skills.
• Significant experience working with external auditors and compliance-related issues.
• Less than 5% travel to out-of-state locations.

Job Type: Full-time

Experience:

• Accounting and/or Finance: 10 years (Preferred)
• CFO: 10 years (Preferred)

Education:

• Bachelor's (Preferred)

Location:

• Milwaukee, WI 53217 (Preferred)

License:

• CPA (Preferred)