Operational CFO / CPA

Overview:

Well established, privately-owned company with four operating business units. The CFO will join the leadership team and help run all financial and operational areas of the business.

Key Responsibilities:

Finance

Key Responsibilities

Strategic Financial Planning: Develop long-term financial plans and goals, creating strategies to achieve them and providing data-driven analysis to guide the business.
Budgeting and Forecasting: Manage the creation of budgets and financial forecasts, providing insights into potential challenges and opportunities.
Cash Flow Management: Oversee cash flow to ensure the company has enough liquid assets to meet its obligations and maintain smooth operations.
Financial Analysis: Analyze financial data to identify trends, pinpoint areas for cost optimization, improve operational efficiency, and support strategic choices.
Risk Management: Identify, assess, and mitigate financial risks, including market, economic, regulatory, and operational risks.
Capital Allocation: Guide decisions on how to allocate the company's capital, such as evaluating new investments, partnerships, and the right mix of debt and equity.
Financial Reporting: Ensure accurate and timely financial reports, which are crucial for monitoring performance and making informed decisions.
Investor and Lender Relations: Negotiate with financial entities and manage relationships with investors and lenders to secure advantageous terms for financing options.
Strategic Partnerships and Mergers: Play a key role in negotiating major financial agreements, such as mergers and acquisitions, to maximize financial benefits for the company.

Treasury

· Meet with bankers and financial executives as required

Certifications

· Acquire and maintain Company Certifications to include:

o State - Licensing, Qualification/Requalification (DAS/DOT)

o Federal – SBA Qualification/Requalification

o Insure renewals of salesperson CT licensing

o Hire consultants as required

Legal

· Contract reviews (Customer, Vendor, Subcontractor)

· Lease reviews and execution

· Review commercial tenant proposals

· Facilitate attorney correspondence/activities (Ie. litigation, eviction)

· Stay informed on changes in CT housing laws

· Form State LLC’s as required (including Fed. EIN’s)

· Facilitate filing of annual State Corporate reports

· Interface with Attorneys and Ownership to address potential and existing legal matters

· Arrange for property closings agreements/funding according to schedule

· Attend Attorney meetings, arbitration hearings and court proceedings as required

· Contact customers prior to initiation of legal collection actions

Operations

· Manage Credit Card Programs (AMEX, WEX, Etc.).

· Contract with a Safety Consultant to improve all operational safety and bring the Atlas Companies into compliance

· Interface with external agencies as necessary to resolve matters

· Arrange quarterly safety meetings and inspections/training as required

· Review/Hire/Terminate Property Managers and Agents for Property LLC’s

· Understand current Residential Apartment markets and Commercial Office markets in Connecticut

· Address Customer issues as required

Technology

· Maintain relationship with Crown Castle for fiber optic services into building

· Manage contract with CVM for VOIP Network phone System for Branford Headquarters

· Maintain local Consulting relationship with an Expert IT Engineering Firm
Maintain Residential fence electronic contract (PANDA)

· Review and approve annual software contract renewals

Human Resources

· Responsible for signing all job offer letters

· Payroll processing by others for all operating units (weekly funding)

· Interpreting labor laws and effect on operations as required

· Approving/Scheduling Departmental vacations while ensuring working staff levels

· Monitor and ensure compliance for company 401(k) plan, to include brokers & TPA’s

Insurance

· Facilitate annual renewals for Operating Companies to include GL, Property, Auto, WC and PL

· Coordinate and decide on annual renewal for Employee Medical Plan to include: Broker, Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance

Job Type: Full-time

Pay: $200,000.00 - $300,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

JWM Group, LLC

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Operational CFO (CPA preferred)