Consultative Search Group
Specializing in taking people and companies to the next level.
Remote
United States
Posted 3 months ago
We are looking for a dynamic and strategic Chief Financial Officer (CFO) to guide and strengthen the financial systems that support our mission. As a key member of our executive leadership team, the CFO will play a vital role in shaping financial strategy, scaling operations, and supporting long-term success.
We’re seeking a high-performing, forward-thinking finance leader who thrives in fast-paced environments, embraces innovation, and brings a track record of excellence in financial management, capital strategy, and operational efficiency.
Objectives of this Role
- Lead all aspects of the company’s financial operations, including cash management, budgeting, forecasting, investments, insurance, and financial reporting.
- Develop and execute financial strategies aligned with business goals, providing insight and guidance on growth, hiring, and resource planning.
- Ensure financial compliance and accuracy by overseeing internal controls, accounting practices, and regulatory reporting.
- Support cross-functional collaboration through strategic planning, strong project management, and clear communication.
- Monitor legal and regulatory changes affecting financial functions, and implement policies to ensure full compliance.
Key Responsibilities
- Partner with senior management to prepare and manage annual budgets, capital plans, and program expenditures.
- Analyze financial and operational data to identify opportunities for cost savings, revenue growth, and process improvement.
- Lead risk management efforts, including liability assessments, insurance coverage, and investment oversight.
- Oversee HR functions by collaborating with internal staff and external service providers on payroll, benefits, and compliance.
- Monitor company performance through key financial metrics; lead reporting for internal stakeholders and external partners (e.g., earnings calls, board meetings).
- Supervise finance personnel and manage financial IT systems to ensure accurate reporting and regulatory compliance (e.g., IRS, FASB).
- Lead efforts in capital raising, investor relations, and potential mergers and acquisitions.
Required Qualifications
- 5+ years in executive leadership roles, preferably as a CFO or senior finance executive.
- Proven leadership skills with a reputation for integrity and transparency.
- Expertise in accounting principles, tax strategies, and financial regulations.
- Strong communication skills (written, verbal, and visual) to convey complex financial concepts to non-financial stakeholders.
- Experience raising capital outside traditional lines of credit (e.g., venture capital, private equity).
Preferred Qualifications
- Master’s degree in Accounting, Finance, Business Administration, or related field (or equivalent experience).
- Certified Public Accountant (CPA) or other relevant professional certification.
- Experience with international finance and cross-border operations.
- Background in mergers, acquisitions, and investor relations.
- Familiarity with SaaS revenue models and associated accounting (e.g., ASC 606 compliance).