What are the responsibilities and job description for the Vice President, Finance, Planning position at Purple Squirrel Advisors?
Position Summary
The Vice President of Finance will report directly to the CEO and drive both operational excellence and support strategic decisions as the company scales. While primarily serving as an internal catalyst for business growth, S/he is also responsible for ensuring accurate financial reporting and for overseeing the company's finance and accounting functions.
Responsibilities:
- Provide decision-making support as a thought partner to the CEO across various initiatives.
- Oversee the accounting, human resources, legal, budgeting, and tax functions.
- Oversee the monthly close process including consolidated accounting schedules that ensure an accurate and timely closing of monthly financials.
- Prepare a financial results package and present it to the CEO and Board of Directors.
- Develop, manage, and evaluate the budgeting and forecasting process including the monthly variance analysis by identifying significant fluctuations.
- Develop, manage, and evaluate the financial and tax strategies.
- Conduct and oversee M&A analysis and post-merger finance integration.
- Develop key performance indicators (KPIs) that support the company's strategic direction.
- Develop and maintain a good working relationship with the company's bank contacts, outside auditors, and any other professional advisors.
- Understand and mitigate key elements of the company's risk profile.
- Monitor open legal issues involving the company, and legal issues affecting the industry; ensure that the company complies with legal and regulatory requirements.
- Manage cash balances and cash forecasts by developing a strategic plan for financing.
Education and Experience
- Bachelor's degree in Accounting, Finance, Math, Economics, or Business Administration required
- CPA certification is required
- MBA is a plus
- Experience in entrepreneurial environments and in the creation of metrics (KPIs) as well as setting, measuring, and enforcing financial and operational standards
- 5 years of experience in Accounting / Finance
- M&A and integration experience is preferred
- Advanced proficiency in Excel and in building and maintaining financial models
- Excellent verbal and written communication and experience partnering with an executive team
