Book+Street® is a professional services firm focused on helping startup companies start off right, right from the start! We provide CFO + Controllership services to a growing client base, along with a suite of complementary services to help our client companies scale.

We’re looking for an experienced CHIEF FINANCIAL OFFICER who loves a challenge, understands and appreciates the sense of urgency often required when dealing with a diverse startup client base and the demands of a consulting firm.

Our ideal candidate will LOVE working in a fast-paced, challenging work environment and be able to handle multiple, competing priorities every day. They will be able to collaborate openly with team members and clients, lean in and solve problems.

The CFO will partner with client executive teams to professionalize their Finance and Accounting functions and ensure long-term, successful scalability. This will include services across a diverse client base, leading all aspects of financial operations for these organizations. Individual will lead financial strategy, financial planning and analysis, financial reporting, compliance requirements, audit requirements, bank relationship management, optimization of systems and processes, transaction advisory services and much more!

To be successful in this role you MUST be a strategic thinker and be able to lead and guide strategic working sessions with clients that will include dynamic financial modeling in Excel. You will consider yourself an expert in modeling various scenarios, including the projections for revenue and cost that our startup base will encounter as it launches and scales. You will be able to gather information from a variety of resources – both from our client companies, among your peers and through your own independent research.

You will be supported by a team of accounting professionals who manage day-today accounting operations for multiple client companies, who you will grow and mentor through client engagements.

You will be aligned with our CORE STRATEGIC VALUES:

WIT – You’ll do whatever it takes to ensure our clients’ needs are met!
Wisdom – You are always learning, through research and continuing education!
The 3Cs – You will communicate, collaborate and cooperate to ensure team and client success!
GSDADL – You will thrive on productivity, and get $hit done, all day long!

WHAT YOU’LL DO

Leverage your deep financial expertise to drive strategic, financial and operational solutions for clients
Develop transformational financial strategy and implement defined financial reporting and forecasting for clients
Participate with client leadership teams to craft business strategy, operating plans and providing expert advisory services on business opportunities in a variety of industries
Oversee financial operations as acting CFO to enable achievement of clients’ goals and objectives.
Assess and anticipate client needs related to financial and investor reporting
Define and implement scalable financial controls to ensure compliance on all financial functions.
Build and maintain robust operating and financial models to enable client success
Develop and provide reporting for Key Performance Indicators (KPIs) to provide measurable results for investors
Advise clients on strategic and operational matters to assist in sustainable growth and mitigate risk factors
Develop in depth strategies for client funding goals and milestones
Perform investment analysis for capital expenditures and acquisitions
Work closely with our team of Controllers, Bookkeepers and Analysts to build strong financial accounting and reporting for clients across multiple industries.

REQUIREMENTS

You must love startups and bring with you extensive experience managing finance and accounting operations within multiple entity types. Additionally, you will possess the following education, skills and experience required to be successful in this role:

10+ of demonstrated relevant finance and accounting experience, with both technical and management proficiency in operations across diverse industries. Prior experience as a CFO in an early-stage startup is a big plus.
Passion for working for business owners and respect for the entrepreneurial journey.
Proven track record of success serving as a key member of the senior executive team in providing input to the CEO, Board, and management peers regarding the financial implications of all major business decisions, as well as strategic objectives.
Experience driving strategic initiatives, organizational change and processes to achieve significant growth targets.
Strong interpersonal and communication skills, including the ability to collaborate and take direction in support of the company’s goals.
Strong financial modeling, business plan development skills, and investor deck preparation experience are required.
Significant experience modeling scenarios in Excel and utilizing data in reporting and analysis is required.
Proven experience in creating real-time reporting, forecasting, and actionable KPI and similar dashboards, with the utilization of advanced financial technologies and modeling that have led to clear value creation.
Proven business acumen and clear comprehension of the legal, regulatory and financial elements of the business. Extensive knowledge of industry practices, trends and issues.
Strong knowledge of GAAP accrual-basis accounting, internal controls, SEC regulations, and financial reporting required.
Agile and decisive; can work with an ambiguous, fast-moving environment while also leading to clarity and solutions; adapts quickly and effectively to change.
Ability to manage multiple assignments, meet deadlines, and adapt easily to handle emergent requests.
Working knowledge of raising capital beyond traditional lines of credit
Bachelor’s Degree in Accounting, Business Administration or Finance is required.
MBA preferred.
Certified Public Accountant (CPA) preferred.
Prior experience in Consulting preferred.
Direct experience working with venture capital and private equity investors is preferred.

Oh, and did we say YOU MUST LOVE STARTUPS!?

COMPENSATION

$120,000-$150,000 per year, plus bonus.

The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands.

LOCATION

At Book+Street® we work in a highly consultive environment – not just with our clients, but among our own team. Selected individual will be expected to work on-site as part of a highly collaborative team in our Grandview (Columbus) or Oakley (Cincinnati) office and will be able to travel to client sites within the Midwest.

WHY BOOK+STREET?

At Book+Street® we love what we do and encourage open communication, flexibility and diversity. We offer a robust benefits package including PTO, paid holidays, sponsored medical, 99% employer paid dental and vision, life, mental health & wellness, AD&D and disability insurances and a generous 401K match to all full-time employees.

Book+Street® is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities.

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