Fionta is an early growth stage Salesforce consulting firm serving the nonprofit and association sectors. We are seeking a hands-on Chief Financial Officer to join the executive team to lead the development and execution of growth strategies while advancing profitability and continuing growth in cash flow. The CFO will oversee all finance and accounting activities of the organization, direct the preparation of financial statements and reporting, and provide strategic direction in all financial functions including strategic financial planning, accounting, budgeting, tax and treasury. Responsibilities include direct leadership of the finance and accounting department and personnel.
Ideal candidates will have significant experience working in technology consulting services businesses and be fluent in consulting metrics, financial forecasting and KPIs to measure and improve company performance.
Essential Functions
Job-Specific
Is a key member of the Executive Leadership Team with responsibility for leading all financial activities and strategies for the company and working closely with other executive team members to set a strategic course and achieve company goals
Prepares all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports
Manages all core finance and accounting functions, including but not limited to:
Monthly, quarterly, and annual accounting close and reporting
Monthly invoicing and revenue recognition
Semi-monthly payroll
Accounts receivable, accounts payable, and vendor management
Supervises finance and accounting team:
Ensures quality and timely performance of all finance and accounting functions.
Partners with each direct report to establish goals and objectives on an annual basis. Monitors and advises on progress to enhance their personal and professional development.
Analyzes financial data, assesses company performance and recommends opportunities to improve results.
Develops financial models to support strategic business goals including, but not limited to, workforce optimization, pricing, and multi-year forecasting.
Offers sound financial facts, analyses, and observations to inform and support operational and strategic performance.
Prepares insightful analyses and recommendations for cross functional leadership team.
Identifies areas of opportunity to shape the Company’s strategic direction.
Approaches working capital management in a proactive and strategic manner to ensure that the company has adequate cash flow to cover operations while also improving liquidity and growth in positive cash flow.
Prepares annual budget and maintains dynamic financial projections
Works with the CEO and other executives to coordinate planning and establish priorities for the planning process.
Works with each department to produce and manage budgets
Compares sales and profit projections to actual figures and budgeted expenses to actual expenses
Oversees any necessary adjustments to future projections and budgets
Ensures proper financial controls are in place to minimize risks and support and scale operations
Ensures tax and reporting compliance with all federal, state, and local jurisdictions
Manages all engagements with external tax advisors and financial auditors, as applicable
Ensures benefit and incentive plans operate in accordance with all plan documents and regulatory requirements
Coordinates annual filing of Form 5500s, and other disclosure and reporting requirements
Coordinate annual filing related to Stock Option Plan, and other disclosure and reporting requirements
Maintains capitalization table for the Company
Maintains tracking and reporting related to annual incentive compensation plan
Manages ad hoc requests for finance-related information, reports, and analyses
Prepares monthly and quarterly reporting for Executive team and Board
Additional duties as assigned
Essential Skills and Work Experience A combination of at least 10+ years of experience in a directly relevant role desired. In addition, the following are critical skills are desired or required (where noted) to perform well in this position:
7+ years of sustained, hands-on experience with management of a financial function, department or organization is required.
Experience in a similar-sized or larger technology services company highly desired
Direct people management experience is required
Expert working knowledge of Quickbooks or comparable accounting software/ERP
Bachelor’s degree in Business Administration, Accounting or Finance (or equivalent training and experience) is required.
MBA and CPA are desired.
Working knowledge of Salesforce or comparable CRM desired
Demonstrated skill and interest in communicating financial insights to stakeholders across the organization
Comfort in collaboration with individuals at all levels of the organization, including Executive and Board-level
Excellent written and spoken communication skills
Excellent analytical and organization skills
Ability to manage priorities and deadlines in a dynamic, fast-paced environment
Fíonta Employees
Take initiative -identify a need or opportunity to benefit the customer or company and take appropriate steps to fill or achieve it
Communication skills – (both written and verbal) communicates appropriately and effectively, entails having a reasonable understanding of who needs what information and when, and then delivering that information, ensuring that the other party has received it, and performing any necessary follow-up
Customer service orientation – proactively supports Fíonta’s clients and prospects by considering and advocating for their needs
Ability to work independently – be self-guided, hit deadlines, and perform tasks within reason without micromanagement
Ability to perform in a team – cooperate, define work buckets, share responsibility, and communicate to achieve common goal
Organizational and time management skills – ability to manage workload across multiple projects, taking priority into consideration
Work consistency – ability to deliver work that consistently meets quality standards
Creativity and problem solving – ability to think outside of the box and develop innovate solutions to challenging problems
Honesty and integrity – intuitive understanding of the "right thing" and track record of doing it Physical Demands & Environmental Conditions
Additional Information Fíonta offers a generous benefits package that includes health, dental, 401k, vacation, and holidays. The candidate must be willing and able to travel on occasion.
The base salary range for this role is $155,100-$201,630*
Fionta is committed to fostering a culture of transparency and fairness. As part of this commitment, we believe in pay transparency and we strive to provide all candidates and employees with clear and equitable compensation practices that are consistently applied throughout the company.
*Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related criteria.
Seniority level
Executive
Employment type
Full-time
Job function
Finance and Sales
Industries
Information Technology & Services
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