The Chief Financial Officer (CFO) manages the systems and staff that support the accounting operations of the E.A. Buck enterprise. Reporting to the CEO and working as a member of the leadership team, the CFO takes a leadership role in building, implementing and overseeing all the firm’s accounting operational functions, including budgeting, payroll and financial reporting processes to meet financial and service commitments to clients, employees and shareholders. As a strong communicator and skilled financial analyst, they produce thorough financial-status reports for the CEO and leadership team to help improve our operational efficiency and aid in our continued growth.

Candidate will be based in Denver, CO.

This position is a full-time, in-office position based out of our Denver office.

NOTE: Only people who are currently living in Colorado will be considered for this role.

Salary / Benefits Package

Base Salary range of $150,000 to $200,000 per year, based on experience.

Plus a Profit Sharing Plan.

Competitive benefits package including 100% employer paid health, dental, and vision insurance.
Eligibility to enroll in health savings account, flexible savings account, and more.
401K with 3% Employer Contribution
Unlimited PTO and paid holidays.
Join our mission-driven company and partake in 401k with generous matching.

Leadership Creed:

Faithfully executing the company’s business plan. Achieving or exceeding the company’s planned PL objectives.
Leads, manages, and holds the leadership team accountable for achieving the agreed upon commitments.
Integrates all accounting and finance functions of the business. Ensures everyone is rowing together in the same direction. Models the way, always working towards the greater good of the business.
Resolves issues effectively. Seeing real problems, being comfortable with conflict, calling out the problems, and solving the problems in a practical and healthy manor. Ensures the leadership team is healthy, functional, and cohesive.
Ensures that everyone is truly following and adhering to the company’s budget and core policies and procedures with consistency. Demonstrates effective project management skills.
Dependability demonstrates a relentless obsession with company’s value alignment. Focus is on simplicity and clarity.
Effectively collaborates with the CEO and stays on the same page. Maintains a high level of mutual respect with the visionary, realizing the unique contributions that the visionary has and possesses an ability to filter and translate those ideas into a functional plan for the company.
Confirms that all key messages are consistently and accurately cascaded across the organization. Inherently ensures that everyone is in the know. Verifies that a high level of effective communication exists throughout the organization.

Duties and Responsibilities:

Executive Leadership –Participation on the executive committee to set company strategy and policy.
Company Goals –Provide leadership and direction in the attainment of the company goals. Including annual KPIs, 3-year objectives, and long-term targets.
Management –Supervise the Daily Activities of Accounting team members.
Performance Evaluation –Periodically Evaluate the Performance of Accounting team members.
Training – Provide Initial Training and Ongoing Professional Development for Accounting team members.
Meetings – Conduct Daily Huddles, Weekly Tactical and Monthly Strategy Meetings with Team.
Terminations and Disciplinary Actions – as appropriate handle the disciplinary actions, including personal improvement plans. And when necessary the terminations of employees.
Reporting/Tracking – Complete Progress Reports on a Weekly Basis where necessary.
Hiring – Participate in the recruiting and interviewing process for new Accounting team members.
Budgeting –Create annual budgets and projections, and on a monthly basis forecast and manage budgets and financial goals, including budget-to-actual generation and analysis.
Reporting –Annual, monthly; income statements, balance sheets, account reconciliations, P&L analysis.
Cash Management –Monitor and manage cash to ensure business needs are met; provide regular updates to leadership on cash position, needs and ongoing optimization strategy.
Bank Relationship –Manage relationship with all banks and lenders.
Debt Management – Effectively and efficiently manage and optimize corporate debt.
Expense Optimization –Be knowledgeable and strategize on implementing cost saving measures, discounts and incentive opportunities.
Controls & Processes –Evaluate, implement and streamline policies, procedures, systems, controls and methodologies.
Reconciliations – Monthly cash/bank and credit card reconciliations, vouchering and posting
Accounts Receivable – Ensure that issued invoices are received in a timely manner.
Accounts Payable – Ensure relevant invoices are paid in a timely manner; vouchering/payment processing.
Journal Entry –Journal entry production and posting.
Strategic Analysis –Apply quantitative methodology to understanding status and trends in the firm, and proactively recommend ways to maximize opportunities, mitigate risk, and continually improve efficiency and effectiveness.
Department Initiatives –Research, plan and implement department initiatives including software and systems implementation and other departmental improvements
M&A – As necessary, provide due diligence support and guidance on mergers and acquisitions activity.
Special Projects –Lend expertise to special projects as necessary, including supporting another team member’s endeavor or proactively initiating and leading a project that will further enhance the company.
Commissions –Monthly preparation of commission reports; apply and manage commissions from multiple sources, ensuring timely calculation and payment to appropriate recipients.
Human Resource Administration –Payroll preparation, processing, and execution; benefits administration (vacation/sick days; medical; 410k/profit sharing, etc.); annual 1099-MISC forms preparation and filing.
Professional Improvement – Ongoing personal training.
Licensing – Maintain all required licenses.
Continuing Education – Complete all required continuing education.

Job Requirements:

Bachelor’s Degree Required. Master’s Degree Preferred.
Minimum eight (8) years of accounting experience.

Certified Public Accountant preferred.

Significant knowledge of Microsoft Office, Excel, and Accounting Software. Strong organizational skills, communication skills, attention to detail and accuracy, analytical abilities, consistent follow-through.

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year

Benefits:

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

Schedule:

8 hour shift
Monday to Friday

Work Location: In person

E.A.Buck Financial Services Jobs

Chief Financial Officer (CFO)