Chief Financial Officer (CFO)

The Chief Financial Officer (CFO) is a key member of the leadership team responsible for overseeing the financial strategy, accounting operations, and performance of a $50 Million Renewal by Andersen location. This role demands a hands-on approach to managing accounting processes, financial planning, and operational improvements to meet overall company objectives. The ideal candidate will bring a blend of strategic leadership, high technology acumen and a willingness to work closely with the team to ensure financial excellence at all levels of the organization.

Key Responsibilities

1. Financial Strategy and Leadership

• Develop and implement financial strategies aligned with the company's short- and long-term goals.
• Provide financial insights and recommendations to the President and leadership team to drive profitability and growth.
• Collaborate across departments to align financial and operational objectives.

2. Accounting and Human Resources Oversight

• Oversee daily accounting operations, including accounts payable, accounts receivable, payroll, and general ledger functions.
• Ensure accuracy and timeliness of financial reporting, including monthly, quarterly, and annual financial statements.
• Direct the preparation of budgets, forecasts, and variance analysis.
• Maintain internal controls to safeguard company assets and ensure compliance with GAAP.
• Oversight of Paylocity P/R system and benefits.

3. Financial Planning and Analysis (FP&A)

• Lead the development of financial models and dashboards to track key performance indicators (KPIs).
• Perform detailed cash flow analysis to optimize working capital and ensure liquidity.
• Conduct ROI analyses for new projects, initiatives, and investments.
• Year end tax oversight including forecasting and preparation of year end schedules

4. Company and Customer Financing

• Manage bank relationships and ensure company has growth financing in place.
• Ensure customer financing programs are available and a strategic advantage.

5. Risk Management and Compliance

• Manage the company’s insurance policies, including liability, property, and workers’ compensation coverage.
• Oversee compliance with local, state, and federal regulations, including internal policies, tax filings and audits.
• Identify and mitigate financial risks to ensure long-term stability.
• Oversee legal compliance, contracts, and risk management to protect the company.

6. Operational Support

• Partner with department leaders to drive efficiency in operations, including installation processes and inventory management.
• Evaluate vendor relationships and negotiate contracts to optimize costs and service levels including benefits.
• Participate in strategic decision-making related to pricing, sales, and marketing initiatives.
• Oversee strategic projects and technology implementations.

7. Team Leadership

• Lead, mentor, and develop the accounting and finance team, fostering a culture of accountability and continuous improvement.
• Implement training programs to build financial acumen across the organization.
• Serve as a resource for cross-functional teams, offering financial guidance and support.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; MBA or CPA preferred.
• 8+ years of progressive financial leadership experience, ideally in a small-to-mid-sized company.
• Strong understanding of accounting principles, financial analysis, and reporting.
• Proficient in financial software, ERP systems, and Excel.
• Hands-on experience with cash flow management, budgeting, and forecasting.
• Excellent communication and interpersonal skills, with a collaborative approach to leadership.