Chief Financial Officer

Chief Financial Officer

The Chief Financial Officer (CFO) is a seasoned strategist who understands current accounting practices and trends and thrives in a role that demands accountability, clear communication, change management and presentation skills, and the exceptional ability to manage growth.  The CFO will have both a day-to-day and ongoing impact on company operations, helping us to analyze, strategize, and grow our financial position and act as a business partner to the firm’s partners and senior leadership team on all financial matters.   

Objectives of this Role 

  • Professionalize the finance function and provide expertise and guidance to the firm through a period of planned growth and expansion. 
  • Lead and manage a finance team of four including the Controller, and Accounting Assistant to prepare and present financial and management discussion and analysis reporting.
  • Lead and collaborate with the leadership team on the development and use of best-practice policies, programs, technology, and tools that ensure a well-controlled yet flexible organization with strong fiscal management, project management, cross team communications and workflow. 
  • Enforce compliance with all regulatory reporting monitoring existing and new legislation. 

Key Responsibilities and Accountabilities 

  • Lead the process to efficiently develop proposal budgets, provide access to project finance information, and manage contract/grant compliance and reporting. 
  • Research opportunities and trends analyze internal financial and practice management operations and technologies, identify areas of cost reduction and process enhancement and efficiency.
  • Monitor firm performance with tracking, establish corrective measures as needed, and prepare detailed reports, both current and forecasted. 
  • Ensure cash flow is compatible with company operations, by overseeing the day-to-day accounting, recording, reporting, and internal control activities of the firm. 
  • Update and further develop the firm’s financial reporting framework including: 
    • Budgeting & Forecasting; coordinate the development of the annual operating budget. 
    • Oversight of practice management, engagement, and financial IT systems, ensuring compliance, accuracy, and efficiency. 
    • Internal accounting and reporting 
    • Cash Management including monitoring and measuring improving turnover, establishing formal AR management and vendor selection procedures.  
    • Insurance including oversight of professional liability insurance program and the firms commercial and business insurance.  
    • Partner remuneration – documentation and processes 

Skills and Qualifications 

  • Minimum 10+ years of progressive experience in finance.   
  • Understanding of advanced accounting, regulatory issues, and tax planning 
  • Minimum 5+ years of experience in an executive leadership role 
  • CPA designation. Master’s degree in accounting, business accounting, or finance 
  • Strong understanding of operational matters from a financial perspective 
  • Demonstrated finance experience in evaluating, interpreting, presenting financial information and trends to partners and leadership group. 
  • People management experience with the ability to coach, train, and lead direct reports. 
  • Strong interpersonal and communication skills with experience in effectively communicating key complex financial data & presentations.   
  • Exceptional verbal, written, and visual communication skills. 
  • Negotiation and business strategy skills 
  • Proven skills and experience with industry standard financial tools (ex. Excel, PowerPoint) 
  • Experience with the selection, design and implementation of ERP and EDI an asset 

Preferred Qualifications 

  • Experience with mergers and acquisitions including due diligence and post-acquisition integration best practices.  
  • Knowledge of partnership reporting in a professional services environment 

To submit your resume for this position, please contact us by email here.

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