A leading technology consulting firm is seeking a Chief Financial Officer to join their organization. This person will own the finances end-to-end and serve as a strategic partner to the President and leadership team. This is a hands-on leadership role in a fast-paced, growing organization: you'll establish the budget, forecast cash flow against our sales pipeline, manage treasury, and run day-to-day accounting — AP, AR, and collections.
You'll also help steer two of the most important moves in our company's future — our transition to an Employee Stock Ownership Plan (ESOP) and our international expansion. The role reports to the President and can be structured as full-time or fractional, depending on the right candidate.
Responsibilities
Financial Planning & Analysis-
- Establish, own, and manage the company's annual budget
- Build cash flow forecasts aligned with the sales pipeline
- Lead treasury management and banking relationships
- Oversee employee and business expenses
Accounting Operations-
- Oversee Accounts Payable, Accounts Receivable, and collections
- Run financial operations in QuickBooks Online and integrate it with Microsoft Dynamics CRM
- Own Sales & Use Tax compliance for our CSP (Cloud Solution Provider) licensing business
- Maintain clean, audit-ready books and a timely monthly close
Strategic Initiatives-
- Help lead the company's transition to an Employee Stock Ownership Plan (ESOP)
- Structure and support the finances behind international expansion
- Partner with the President and leadership team on long-range financial strategy
Qualifications
- 10+ years in senior financial leadership roles within fast-paced, growing organizations of 100+ employees
- Hands-on experience with QuickBooks Online, including integrating it with Microsoft Dynamics CRM
- Deep expertise across budgeting, AP/AR, collections, cash flow forecasting, and treasury
- Demonstrated experience helping an organization transition to an ESOP (required)
