Chief Financial Officer Specific Duties & Responsibilities
Lead the finance organization
Develops finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction; establishing functional objectives in line with organizational objectives.
Develops organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; accumulating capital to fund expansion.
Develops financial strategies by forecasting capital, facilities, and staff requirements; identifying monetary resources; developing action plans.
Monitors financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances.
Maximizes return on invested funds by identifying investment opportunities; maintaining relationships with the investment community.
Reports financial status by developing forecasts; reporting results; analyzing variances; developing improvements.
Updates job knowledge by remaining aware of new regulations; participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Accomplishes finance and organization mission by completing related results as needed.
Member of Executive Management Team
Act as a key thought partner to CEO, the Board, and other members of the executive management team
Be heavily involved in the company’s acquisition activities, from sourcing and due diligence through integration execution
Communicate, engage and interact with board, CEO, and executive team on ongoing basis.
Support the Board
Manage Key Legal Matters
Work with legal counsel to manage all trademarks (US, Canada, Puerto Rico and International)
Work with CEO and legal counsel to handle all HR employee matters if they arise
Maintain working files of all legal documents and contracts
Reputation as a strategic, innovative and disciplined financial/business leader
Successful CFO/VP of Finance experience working with a private equity portfolio company.
Minimum 20 years of business experience, with at least 10 years as a senior financial leader within a medium-sized private or public company.
Experience with merger and acquisitions, diligence and integration of add-on acquisitions.
Known for attracting, mentoring and retaining financial and operational talent.
Reputation for working exceptional well at all levels of organization.
Successful sale of a brand or company with the proven ability to present to future investors.