Director of Finance

The Director of Finance will be responsible for overseeing all financial operations of the company, including managing financial planning and analysis, accounting, reporting, compliance, and administration of the Employee Stock Ownership Plan (ESOP) and 401k. We seek a dedicated individual to join our financial team, committed to contributing to our company's robust growth strategy.

The ideal candidate should plan on much of their time to be spent at our company headquarters in Tulsa, OK. Occasional remote work can be approved by the President as required, but should not be considered as a primary work location. Our company promotes and encourages a healthy work/life balance. Aberdeen Dynamics has been 100% employee-owned since 2008. Our company offers a comprehensive benefits package including health care, employee stock ownership & 401k. We offer a highly competitive PTO package, including generous paid time off and a sabbatical program at anniversary year 20, 30 and 40 designed to promote rest, rejuvenation, and personal growth. Our commitment to employee well-being means you'll have ample opportunity to recharge and pursue personal interests, ensuring a balanced and fulfilling career.

Key Responsibilities

Financial Strategy and Planning:

• Develop and implement financial strategies to support the company's objectives.
• Provide strategic recommendations to the CEO and executive team.
• Develop department and company subsidiary budgets, forecasting, and long-term financial planning. This includes developing a statistical report and information to develop and coordinate a sustainable annual budget process.
• Develop cost reduction and cost containment initiatives.

Accounting and Reporting:

• Manage a seamless, timely and efficient month end and year end close.
• Ensure timely and accurate preparation of financial statements due to the BOD by the 15th work day of the following month.
• Oversee all accounting operations including Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting. This includes identifying at risk clients to ensure the company maximizes its revenues and profits.
• Reviews, supervises, undertakes training of accounting staff to ensure timeliness and accuracy of billing, payroll, accounts payable, cash collection and inventory accounting.
• Ensures the accounting department is staffed with qualified financial personnel capable of meeting the department goals and objectives.
• Prepare and deliver lender required financial reports and updates.
• Ensures compliance GAAP (as required), banking covenants and regulatory requirements.

Financial Analysis and Management:

• Analyze financial performance and provide insights to drive business and profitability growth.
• Manage cash flow, investment activities, and risk management.
• Oversee financial audits and coordinate with external auditors.
• Oversee acquisition accounting activities including analysis of target financial information, coordination with external auditors and other acquisition related activities.
• Conduct payroll and commission analysis for the sales team to ensure timeliness, accuracy and compliance.

Commercial Insurance and Risk Management:

• Actively ensures adequate coverages and limits exposure with claims. Ensures quick responses to requests from carriers.
• Works with customers and vendors to ensure up to date documentation/certificates.
• Actively manages annual insurance renewals and audits covering all operations, facilities and business segments.

Health Insurance:

• Works with HR overseeing health insurance coverage and annual renewals.
• Works with HR to ensure company is offering competitive benefits.
• Works to ensure company is proactively researching and implementing the latest benefit trends during annual renewals.
• Ensure company is in compliance with federal and state laws and regulations.

Legal:

• Liaison with legal aspects of company as required to meet business requirements of the organization.
• Review ESOP plan with legal counsel to ensure compliance (as required).

Internal Controls and Compliance:

• Develop and maintain internal control policies and procedures.
• Ensure compliance with financial laws and regulations.
• Manage relationships with banks and other financial institutions.

Leadership and Team Management:

• Lead and develop the finance and accounting team.
• Foster a culture of continuous improvement and professional development.

Financial Technology & Operations:

• Oversee financial systems, software, and technology to ensure efficiency and accuracy.
• Implement and maintain robust financial processes and controls.

Strategic Financial Oversight:

• Guide financial policy and direction for the company.
• Collaborate with other department heads to support overall company goals.
• Drive initiatives to optimize the company's financial performance and position.

ESOP and 401k Management:

• Oversee the financial aspects of the ESOP and 401k, including plan administration and compliance.
• Coordinate with external ESOP advisors and trustees.
• Manage the valuation process and ensure accurate reporting of ESOP transactions.
• Communicate ESOP-related financial information to employees and stakeholders.
• Ensure compliance with relevant ESOP regulations and fiduciary responsibilities.

Competencies

• Strategic thinking and business acumen.
• Meets all financial reporting deadlines (end of month/end of year).
• Strong attention to detail, accuracy & timeliness.
• Strong integrity and ethical standards.
• Ability to work in a fast-paced, dynamic environment.
• Strong growth mindset.
• Strong public presentation, oral and written communication skills.
• Advanced Excel and Microsoft Suite skills.

Knowledge & Education

• Bachelor’s degree in Finance, Accounting, or related field; CPA and/or MBA is preferred, but not required.
• Minimum of 10 years of progressive financial leadership experience, with a track record of managing and developing high-performing teams.
• Expertise in corporate finance, accounting principles, GAAP, and financial compliance.
• In-depth knowledge of corporate finance, accounting principles, laws, and best practices.
• Strong analytical and problem-solving skills.
• Excellent communication, leadership and team-building abilities.
• Advanced proficiency in financial and ERP software systems.
• Experience working with large amounts of data. Working with large files and have the ability to normalize, analyze and scrub large amounts of data.
• Proven experience managing ESOPs or similar employee ownership programs is preferred, but not required.
• Experience in managing merger and acquisition accounting and activities is preferred.

Aberdeen Dynamics is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. EOE/M/F/Disabled Veteran