Chief Financial Officer

Overview

Chief Financial Officer - Distributon Industry - North Orange County - $250-275k plus bonus - five days a week on site

Our client is a fast growing middle market distribution company located in North Orange County. Due to a retirement, we are looking for the company's next Chief Financial Officer.

Company leadership is young and dynamic, the organization is very profitable, and growth trajectory is solid. This is a great opportunity for a heavy Controller or light CFO ready for the next opportunity.

The Chief Financial Officer is a key senior management team member contributing to the successful operation, growth and long-term development of the business. With the high level of integration of the operating systems, the CFO role requires a great degree of collaboration, working with other departments to ensure smooth operation of the financial control and reporting system. The CFO is a trusted advisor to the CEO and the rest of the senior management team.

The position requires an experienced Chief Financial Officer who can lead the financial function as a partner to the CEO, and contribute to the creation of the strategic plan. You will be a hands-on leader capable of developing and optimizing the existing financial team while reinforcing a scalable, proactive, and forward-looking finance and accounting function to support future growth. Experience in a construction or engineering firm (project-based business) will be an asset, particularly with various types of revenue streams. Best practices learned in a large corporate context combined with entrepreneurial, in-the-trenches middle-market process build-out and value enhancement experience will be an asset.

This position reports to the Chief Executive Officer and will work intimately with the executive team. The CFO will also work closely with the company shareholders as well on the financial health and long-term strategy of the firm.

The position will formulate overall financial plans, policies, and strategies for the organization in alignment with business strategies for growth. The role will be responsible for the accounting, tax, IT, risk management, human resources, financial planning and budgeting, and treasury functions.

Responsibilities

• Provide leadership and management of the Finance and Accounting team and financial processes which includes the financial planning, accounting and financial reporting, treasury, tax, and risk management functions
• Provide leadership and oversight to financial planning processes and analytics. Oversee the development of short and long-term financial plans for the organization
• Oversee the design and operation of the financial control and reporting system to ensure accurate and timely reporting for all internal departments, as well as external stakeholders (banking, etc., weekly, monthly, annually)
• Manage cash flow and cash and financial forecasting
• Coordinate and lead the annual audit process; liaise with external auditors
• Oversee and lead the annual budgeting and planning process in conjunction with the CEO
• Oversight of 401K, Payroll and expense / travel management system
• Management of banking, insurance, bonding and other outside financial relationships
• Supervision and professional development of staff
• Oversee IT Infrastructure (e.g., network operations, email) and Cyber Security Strategy
• Oversight of financial transactions and operations of the ERP system to ensure timely and accurate reporting
• Requires a high level of partnership with sales and operations
• Develop financial and tax strategies
• Oversee inventory management as well as monitoring and helping to improve profitability / realization from project level (service business) to corporate operations
• Participate in the process and be a thought partner to the CEO for assessing potential acquisitions, new ventures, and other growth opportunities
• Participate as a key member of the Executive Leadership Team in setting the strategic plan of the company
• Set the tone and standards for an internal control structure that maintains the integrity of financial information across all business locations and functions
• Lead the development of timely and insightful financial and operational analyses. Determine the management reporting needs of the organization to facilitate decision-making, cost savings initiatives, strategic actions, accountability, and performance improvement. Provide leadership in the implementation of these decisions
• Oversight of Human Resources and the IT function
• Serve as a servant leader in the organization, a partner to the executive team, an advocate and accountability partner to the shareholders, and a true champion of the company’s culture and values
• Serve as a brand ambassador for NSWC in the industry, marketplace, and community

Qualifications

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