What are the responsibilities and job description for the Chief Financial Strategist position at Purple Squirrel Advisors?
Job Description:
Purple Squirrel Advisors is seeking a Chief Financial Strategist to drive operational excellence and support strategic decisions as the company scales. The ideal candidate will have a strong background in financial planning and analysis, with experience in budgeting, forecasting, and financial modeling.
Main Responsibilities:
Requirements:
Purple Squirrel Advisors is seeking a Chief Financial Strategist to drive operational excellence and support strategic decisions as the company scales. The ideal candidate will have a strong background in financial planning and analysis, with experience in budgeting, forecasting, and financial modeling.
Main Responsibilities:
- Provide decision-making support to the CEO across various initiatives.
- Oversee accounting, human resources, legal, budgeting, and tax functions.
- Prepare a financial results package and present it to the CEO and Board of Directors.
- Develop, manage, and evaluate the budgeting and forecasting process.
Requirements:
- Bachelor's degree in Accounting, Finance, Math, Economics, or Business Administration required.
- CPA certification is required.
- Experience in entrepreneurial environments and in the creation of metrics (KPIs) as well as setting, measuring, and enforcing financial and operational standards.
- Advanced proficiency in Excel and in building and maintaining financial models.
