
Chief Financial Strategist
5 days ago
Job Title:
Chief Financial Strategist
This is a highly skilled and strategic finance role that supports the executive leadership team with comprehensive financial updates, forecasts, and insights to drive business growth.
Key Responsibilities:
- Provide regular financial updates, forecasts, and insights to support strategic decision-making.
- Oversee Month-End Reporting, ensuring accurate and timely consolidation across multiple entities and states.
- Manage cash flows analysis, annual budgeting processes, and driving financial accountability across all departments.
Accounting Operations:
- Oversee and ensure the accuracy of all accounts, ledgers, and reporting systems, adhering to regulatory and GAAP compliance.
- Lead multi-entity, multi-state payroll processing, working closely with HR and other teams to ensure accuracy and timeliness.
- Support the Billing, Accounts Receivable, and Accounts Payable functions, and work with the team in optimizing processes for scalability and efficiency.
Tax Compliance & Filing:
- Oversee all tax-related responsibilities, including income tax filings, multi-state tax compliance, and other required submissions.
- Ensure timely, accurate filing and reporting of taxes, collaborating with tax advisors and ensuring compliance with current regulations.
Mergers & Acquisitions (M&A) Support:
- Assist executive leadership in M&A activities, including financial due diligence, integration planning, and financial analysis for potential acquisitions.
- Provide insights and support for financial modeling and projections related to acquisition opportunities.
KPI Development & Monitoring:
- Develop, implement, and monitor Key Performance Indicators (KPIs) to drive both team-level and business-wide performance.
- Analyze KPI trends and make data-driven recommendations to support continuous improvement in financial operations and strategic outcomes.
Process Improvement & Compliance:
- Identify, develop, and implement process improvements to enhance financial operations and reporting.
- Ensure compliance with local, state, and federal regulatory requirements across all entities.
- Develop process documentation for all key components of the finance and accounting function.
Strategic Planning & Analysis:
- Contribute to long-term financial planning and strategy formulation as part of the executive team.
- Provide strategic recommendations for growth, acquisitions, and other business opportunities, utilizing financial analysis and modeling.
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