What are the responsibilities and job description for the Vice President Finance 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 will be responsible for ensuring accurate financial reporting and for overseeing the company’s finance and accounting functions. The Vice President of Finance should have a strong background in financial planning and analysis to develop budgeting and forecasting. This role requires hands-on management to support the organization in a high-growth environment. S / he must be able to adapt to a continually evolving business and thrive in a collaborative workplace.
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.
- Evaluate and maintain the appropriate insurance coverage for the company.
- Manage cash balances and cash forecasts by developing a strategic plan for financing.
- Partner with department heads to ensure alignment of financial goals with operational initiatives.
- Lead financial aspects of organizational change, including new service launches, or market expansion.
- Monitor industry benchmarks and trends to ensure the company remains competitive and aligned with best practices.
EDUCATION AND EXPERIENCE :
