Strategic Finance
Lead long-term financial strategy and planning
Own multi-year financial models, scenario planning, and capital allocation strategy
Translate company vision into financial targets and actionable plans
Partner with Chief Executive Officer, Chief Revenue Officer, and executive team on key strategic decisions (pricing, growth investments, market expansion)
Provide data-driven insights and ROI analysis to guide resource allocation
Oversee budgeting, forecasting, and variance analysis with a focus on business drivers
Budgeting and Financial Analysis
Collaborate with leadership to develop and execute financial strategies aligned with the organization's overall goals and objectives; run scenarios based on the business landscape and economic conditions
Analyze financial data to provide insights into the company's financial health, trends, and areas of concern; use insights to support strategic planning, budgeting and forecasting
Assess the financial performance of the organization and identify opportunities for cost optimization and revenue enhancement
Oversee the organization's annual budgeting process; develop a system for review, analysis, and prioritization of strategic pursuits and objectives to inform leadership's decision-making
Present financial reports to leadership, the Board of Directors, and external stakeholders as required; serve as the Treasurer on the Board of Directors
Accounting Oversight
Lead the organization through the annual audit (and any other required state or federal filing)) and the submission of Form 990. Liaise between external auditors and the Board of Directors Finance Committee
Oversee day-to-day accounting operations and the management of accounts payable, accounts receivable, general ledger, and payroll functions
Oversee the preparation and distribution of accurate and timely financial statements, including balance sheets, income statements, budget to actuals and cash flow statements
Ensure organization’s compliance with accounting principles, regulations, and company policies
Treasury Oversight
Oversee organization's cash management; steward the organization's monetary policy and investment approach under the governance of the organization's Finance Committee
Develop and implement cash management strategies to optimize working capital and support operational needs
Monitor cash flow and liquidity to ensure the company's financial stability and ability to meet financial obligations
Review and approve banking transactions
Team Leadership
Provide guidance, mentoring, and professional development opportunities to team members
Foster a collaborative and positive work environment that encourages growth and innovation