The Chief Financial Officer (CFO) is accountable for the administrative, financial, and information technology operations of the company. This includes the development of metrics tied to the company strategies and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. The CFO fosters trust and maintains positive, collaborative relationships with internal teams, lending institutions, shareholders, and the financial community. They direct treasury, budgeting, audit, tax, and accounting activities for the company and provides strategic financial leadership and insight to the management team. ESSENTIAL JOB RESPONSIBILITIES : Finance & Accounting In collaboration with the CEO and Executive Leadership Team, establish the strategic vision with a path toward company growth and sustained profitability. Direct and evaluate the financial programs and supporting information systems of the company including internal controls, budgeting, tax planning, and conservation of assets. Develop and maintain performance measures that support the company's strategic direction. Direct the implementation of strategic business and/or operational goals, projects, programs, and systems. Manage capital request and budgeting processes. Oversee the preparation of financial statements, financial reports, special analyses, and information reports, including oversight of the annual financial statement audit. Provide ownership of treasury function focusing on working capital management, cash flow, cost controls, and expenses to guide business leaders and pinpoint potential risks. Interact with other managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations. Prepare and make presentations to parent company executives and its Board, including routine and ad hoc financial reviews, risk assessment, capital allocation reports. Oversee process improvements, external customer audits, and utilization reporting. Participate in retirement plan fiduciary oversight. Study long-range economic trends and projects for future opportunities and growth. Enhance and/or develop and enforce internal control policies, guidelines, procedures, and systems. Coordinate and manage annual insurance renewals. Performs special duties and other projects as assigned. Accomplishes all tasks as appropriately assigned or requested. Administration Ensure that systems, policies, and measures are in place to maximize capital investment and human asset value within Carlile. Collaborate and consult with senior management on strategic issues such as policy, operational projects, capital expenditures, contracts, systems, and all commitments obligating the Company. Develop strategic partnerships within the organization, with external executive level management, government and outside regulatory agencies, banks and funding agencies, vendors, and/or suppliers in pursuit of the company’s overall business goals. Act as the financial liaison between Carlile and Saltchuk. Oversee and manage the professional development and results of all finance, accounting, and IT staff members to establish and monitor succession plans and to ensure proper goals, training, professional development and project requirements are met. Evaluate accounting, finance, and IT department structures and determine optimal staffing levels and roles. Ensure continual improvement with a focus on efficiency and effectiveness. Directs special projects as assigned by the CEO. Supervisory and Leadership of Direct Staff Model the behavior and leadership of a “SpeakUp” culture, including encouraging peers and staff to exhibit a safe and ethical culture. Communicate ideas in a clear, concise, and convincing manner. Exercise good listening skills. Foster an open communication environment. Understands and complies with Company policies and procedures, including EEO, Non-Discrimination, Harassment, and Saltchuk Code of Ethical Business Conduct. Effectively communicates function and/or regional goals and objectives. Provides direction and leadership to achieve company Core Values, Mission, and Safety Vision. Processes performance evaluations in a timely, effective, and fair manner. Directs, motivates and develops employees for maximum performance. Plan for succession and provide opportunities for professional growth of staff. Establishes goals, monitors progress, and results of direct report, and coaches team for success Addresses inter- and intra-department training needs and counseling, as needed. Build and maintain strong relationships. Perform and model Carlile’s continuous improvement process and behaviors by relentlessly pursuing process excellence Knowledge, Skills and Abilities Broad financial planning, accounting and company/department budgeting experience with examples of innovative thinking and application to achieve organizational goals and objectives. Proven track record in formulating strategy to execute and deliver results. Outstanding business acumen and critical thinking, beyond finance and accounting. Advanced analytical skills to review and prepare complex reports and analyses. Knowledge of automated financial and accounting reporting systems. Knowledge of federal, international, and state financial regulations. Demonstrable experience as a change agent and with financial and accounting system implementations. Able to consolidate, analyze and communicate financial reports to the Board of Directors, shareholders, and executive leadership. Strong ability to communicate well with all levels and personalities as well as deliver presentations to large and small groups. Highly collaborative and effective at building partnerships as a shared service provider. Ability to work in a demanding, high-intensity environment. Experience with NetSuite ERP Excellent interpersonal and written, verbal and listening communication skills. A well organized and self-directed individual who is a team player. Experienced leader and financial executive; a demonstrated ability to lead people and get results through others. Minimum Qualifications Bachelor’s degree in finance or accounting required, with an MBA or graduate degree preferred, CPA or CMA required Fifteen years’ experience in financial management with increasing responsibilities for multi-faceted direction and planning, with at least 7 years at senior leadership level. Supervisory and management experience required. Strong technical GAAP skills with public accounting experience preferred. Progressive management of IT delivery of services. Familiarity working with insurance programs, i.e. workers comp, general liability. J-18808-Ljbffr
