A client of Insight Global's is looking to add a CFO to their organization. The Chief Financial Officer (CFO) serves as a strategic financial leader responsible for overseeing the organization’s financial health, operational efficiency, compliance structure, and long-term growth initiatives. Working closely with the Chief Executive Officer and executive leadership team, the CFO provides financial strategy, forecasting, risk management, and operational guidance to support scalable and sustainable business performance. The CFO plays a critical role in driving profitability, strengthening banking and lending relationships, optimizing financial operations, and ensuring corporate financial integrity.
Required Skills & Experience
• Bachelor’s degree in accounting, Finance, Business Administration, or related field
• Proven executive financial leadership experience in a CFO, Controller, or senior finance role
• Strong understanding of corporate finance, budgeting, forecasting, and operational strategy
• Experience working with executive leadership teams, financial institutions, and external CPA firms
• Excellent analytical, communication, and organizational leadership skills
Nice to Have Skills & Experience
• MBA and/or CPA preferred
Responsibilities:
Strategic Financial Leadership
• Collaborate with the CEO and executive leadership team to develop and execute strategic growth initiatives and long-term business objectives.
• Provide financial analysis, forecasting, and strategic recommendations to support executive decision-making and organizational expansion.
Financial Oversight & Reporting
• Maintain oversight of company financial books, records, and reporting systems to ensure accuracy, accountability, and transparency.
• Monitor organizational financial performance through reporting, analysis, and financial controls.
Cash Flow & Working Capital Management
• Manage company cash flow operations, including oversight of accounts receivable (A/R) and accounts payable (A/P) functions as necessary.
• Ensure effective liquidity management and operational funding strategies to support business continuity and growth. Budgeting & Financial Planning
• Develop, manage, and monitor budgeting processes, financial projections, and forecasting models as requested by executive leadership.
• Analyze operational and financial performance against budget objectives and recommend corrective actions where appropriate. Banking & Credit Relationships
• Establish and maintain strategic banking relationships and credit facilities to support operational and capital requirements.
• Coordinate financing opportunities, lender communications, and financial institution partnerships in the best interest of the organization.
Corporate Compliance & Governance
• Oversee and/or implement corporate compliance procedures, internal controls, and financial governance standards.
• Ensure adherence to applicable financial regulations, policies, and reporting requirements.
Tax Planning & CPA Coordination
• Work collaboratively with external CPA firms and tax advisors regarding tax planning, reporting, and financial strategy initiatives.
• Support annual tax preparation and financial audit processes as required.
