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Position:  Risk & Compliance Director 

Closing Date: Open till filled  

Status:  Regular, Full Time, Exempt 

Salary: $73,000 annually 

Hours: Hours vary as needed  

Location: Santa Rosa  

California Human Development (CHD) is a private, non-profit, human service agency that provides a wide range of programs and services throughout Northern California.    

  The Risk and Compliance Director works with the agency to advise Management of any potential risks that may affect the reputation, safety, security, financial sustainability and existence of the agency. This position is expected to provide a quality assessment of the risk management policies, procedures and protocols. This position reports to the CEO and is a member of the executive team.    




EDUCATION: Bachelor’s degree in Risk Management, Finance, or related field required.   

EXPERIENCE: Minimum three years of related Risk Management or Finance experience preferred.   

See full job description on our website: · Submit your résumé or application to or fax to 707.575.4069  

· Applications can be downloaded from our website at www.cahumandevelopment.org 

· Please reference Job Title when submitting your application/résumé.  · Cover letters may be included with your submission, but please do not include letters of reference/recommendation or other supporting documents. 

· Continuous recruitments may close without notice at any time that a sufficient number of qualified applications have been received.   

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Mia’s Kitchen’s Finance Manager will work alongside Mia’s Kitchen’s Founders and Don & Sons Executive team to take the company to the next level by driving operational effectiveness and efficiency. We are seeking a talented Finance Manager with 5-7 years’ experience with leadership teams for small to mid-sized companies, with a track record of success in overseeing budgeting, general ledger, AR & AP functions, and inventory management while ensuring that accounting activities are in accordance with established legal, regulatory, and company requirements.

Our Finance Manager will be heavily involved in the corporate strategy, and be a key leader driving the evolution of Mia’s Kitchen as it moves towards leveraging its category strength and brand equity of specialty food products.

Mia’s Kitchen is at a growth stage in the company’s evolution and is seeking a Finance Manager that is excited about this growth stage and that can be an impact player in the future of the company.


· Provide strong leadership and help build strategic vision and tactical execution to drive revenue growth, profitability, and capital efficiency.

· Ensuring a governance structure is in place to achieve sustainably effective and efficient operational execution that increases shareholder value and facilitates employee and organizational well-being.

· Accountable for all financial, accounting, purchasing, cash flow, analytics, and risk management controls and requirements of the organization.

· Leads and ensures all financial and operational planning processes. Including Strategic Planning, Annual Operating Plans, Rolling Forecasts, Sales & Operations Planning, and supporting models for Revenue/Pricing, Margin Analysis/Control, product development, costing, etc.

· Help create a platform to gain a better understanding of profitability by revenue stream.

· To support product pricing strategies, market segmentation, channel development, product innovation/development, etc.

· Consolidates and communicates financial performance updates and comments to the Executive Team, the Advisory Board and the organization.

· Collaborates with the VP of Operations to ensure procurement, manufacturing, and logistics are optimizing cost/quality/service and continuously driving improvements across all factors.

· Collaborates with marketing resources to ensure marketing investments are sound and align on key performance indicators of what successful campaigns and spends are realized. As well as ensuring margins are met.

· Collaborates with Director of Sales to ensure trade and slotting investments are delivering the aligned ROI’s.

· Ensures full compliance with all regulatory and contractual obligations, and efficient completion of the year end-end financial review and the publication of the audited consolidated financial statements.

· Establishing and maintaining relationships with financial institutions, insurance brokers, auditors, finance and legal service providers as needed.

· Keeps informed of innovations in financial and tax management thru networking and professional associations.


· Bachelor's degree in accounting and at least 5-7 years progressive accounting experience. CPA or MBA is highly desirable

· Advanced knowledge of generally accepted accounting principles

· Proficiency in G/L accounting software, Quickbooks, Google Suite, Word, Excel, Microsoft Outlook

· Strong analytical skills to read and interpret variances in financial results

· A demonstrated ability to be a strong leader with the intellectual honesty, open mindedness, and rigor to defend their strategic direction and support it with data while considering the position of others.

· Accuracy, attention to detail and ability to meet deadlines while operating in a fast paced, time constrained environment

· Ability to manage multiple projects & negotiate competing priorities

· Ability to participate in making decisions and able to spend time on routine items that are mission critical

· Supervisory experience


· An understated confidence evidenced by approach-ability, appreciation for all levels of an organization, and a calm composure even when faced with stress or confrontation.

· A desire to lead more than manage, to coach more than supervise, and to create an environment where employees develop into competitive assets.

· A willingness to prioritize building a cohesive company & culture over individual functional success.

· Set a high standard for written and oral communication skills.


· Must be capable of lifting to 35 pounds up and over their head

· If asked to drive a company vehicle, must have a valid California Driver’s License, be insurable by the company and be able to operate a motor vehicle safely

· Must be able to sit or stand for long periods of time

· Must be able to travel

Job Type: Full-time

Work Location:

  • One location


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

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Job Description

Chief Financial Officer/Chief Operating Officer

Job Responsibilities
1.Provides management and oversight to all finance functions, including financial reporting, accounting, banking, tax, compliance and budgeting. Serves as the key point of contact with external auditors, works to assure ‘clean’ audits and acts effectively on any audit exceptions or recommendations.
2.Provides management and oversight to Internal Audit, Information Technology, Building Services, Mail and Print Services, and Presbyterian Distribution Services/Hubbard Press.
3.Responsible for optimizing investment of the organization’s funds through sound management of short-term investments and maintaining an effective working relationship with the Presbyterian Foundation, which manages PMA’s medium and long-term investments.
4.Implements an enterprise risk management framework that provides appropriate management of uncertainty and responses to risk.
5.Serves on the ASG Leadership Team and in a variety of other ways across the PC(USA) agencies and entities. Provides leadership which fosters a spirit of collaboration and responsiveness will be critical to demonstrating the value of open communication and collaboration.
6.Serve as the management liaison to board and audit committees; effectively communicate and present critical financial matters at select board of directors and committee meetings.

- Master’s degree in finance, accounting or business or equivalent combination of education and experience. CPA preferred.
- Ten+ years in progressively responsible leadership roles with at least five years serving as a member of senior management.
- Previous experience in a Chief Financial Officer role
- Leadership responsibility for Finance/Accounting and other support departments such as Information Technology, Building Services, etc.
- Experience working in a faith-based or non-profit environment strongly preferred.
- Strategic thinker with the ability to set vision and develop strategic plans. Must be able to interpret strategic vision into operational tactical plans and build consensus to execute strategy.
- Experience gathering and evaluating financial information and making actionable recommendations to senior leadership.
- Effective communicator at all levels in the organization, with strong oral and written skills and a willingness to share information.
- Ability to present complex financial materials in clear, concise, and understandable ways.
- Well-grounded management skills, with proven experience in successfully running internal operations in a transparent and accountable organization.
- Knowledge of PC(USA) structure, history, and culture.

- Demonstrates inclusiveness; values diverse groups, ethnicities, genders, communities, cultural constituencies and points of view.
- Models diplomacy and sensitivity yet knows when to be firm and resolute.
- Highest level of integrity and dependability with a strong sense of urgency and results-orientation.
- Values relationships with client partners and staff.
- Strong service mentality.
- Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses. Can make hard decisions for good reasons and withstand criticism.

- Occasional travel required. This position will travel domestically several times a year and may travel internationally, by air and other means of transportation.
- Ability to communicate and converse verbally. This position frequently speaks and makes presentations to small and large gatherings of people.
- Requires the ability to work evening/weekend hours on occasion.

With national offices in Louisville, Kentucky, the Presbyterian Church (U.S.A.) focuses on the national and international mission work of the church. It serves and works with congregations, presbyteries, and synods as the central provider of resources that enable individuals, congregations, and governing bodies to carry forth the mission of Jesus Christ in the world. The work at the Presbyterian Center is carried out by approximately 400 staff members in several national entities: Office of the General Assembly, Presbyterian Investment and Loan, Presbyterian Mission Agency, Presbyterian Publishing Corporation and Presbyterian Women.

Position Purpose: Reporting to the President of the Presbyterian Church (U.S.A.), A Corporation, the CFO/COO is a key leadership role providing strategic management and oversight of the financial system of the PC(USA) and management of key administrative services.

We believe a balanced life, with time for work, leisure, and spiritual nurture, makes us healthier and more productive colleagues at the Presbyterian Center.

The Presbyterian Church (U.S.A.) offers a competitive benefits package including:

Medical, Dental, Pension Plan, Short-Term and Long-Term Disability, Employee Assistance Program (EAP), Flexible Spending accounts, 403(b) Retirement Savings Plan

Vacation Days, Sick Days, Paid Holidays

The Presbyterian Church (U.S.A.) is an Equal Opportunity Employer.

Candidates from Presbyterian communities in the global south and other historic Presbyterian Communities of Color, preferably with theological training and fluency in languages other than English, are encouraged to apply.

Individuals living with disability encouraged to apply.

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Job Description

Position Summary:

The Chief Financial Officer/Chief Administrative Officer is responsible for leading all financial strategy and accounting activity of a non-profit organization. This includes both the Boys & Girls Clubs of Greater Scottsdale Club and the Boys & Girls Clubs of Greater Scottsdale Foundation. The CFO/CAO is responsible for all financial reporting, budgeting and forecasting, accounting, cash-flow planning and revenue cycle management. Recommends and implements practices that foster organizational transparency, viability and sustainability. The CFO/CAO is the primary liaison with the Board on Financial and Administrative matters. Partners with the CEO and other members of the executive team to develop and execute strategies that promote and support the organizations mission in the community. The CFO/CAO is also responsible for the IT strategy, Legal and Risk Management, and will ensure that the organization has proper insurance coverage.

The CFO/CAO Officer is a peer position to the Chief Development Officer and Chief Operations Officer. The CFO/CAO is the staff liaison for the Board of Governors Finance Committee and the Audit Committee.

Essential Duties:

Duties include, but not limited to:

  • Responsible for annual audit and tax return (form 990) for both the BGCS Club and the BGCS Foundation in conjunction with outside accounting firm. Implements changes to process and practice to enhance compliance with audit standards under GAAP.

  • Assures the preparation of accurate and timely financial statements and manages reports for month end and fiscal year end close in compliance with GAAP standards and organizational deadlines.

  • Administers the general accounting, financial and statistical reporting functions of the organization in accordance with the established policies and accounting procedures.

  • Recruits, hires and trains highly skilled individuals to support accounting, finance and data reporting functions. Coaches staff for improvement and conducts annual performance evaluations. Utilizes performance management process as occasionally required.

  • Develops and implements polices and systems that ensure the accurate recording and tracking of all revenue sources including grants, private donations, operating revenue, etc.

  • Directs organizations data tracking and reporting processes. Ensures timely delivery of data to support grant writing and reporting activity.

  • Plans and monitors company cash-flow. Maintains relationships with banks and other financial institutions that facilitate this function.

  • Oversees month, calendar year and fiscal year close processes in compliance with GAAP standards and organizational deadlines.

  • Assures the preparation of accurate and timely financial statements, management reports, and tax returns. Facilitates the organizations annual audit. Implements changes to process and practice to enhance compliance with audit standards.

  • Participates in long and short-term strategic planning processes. Develops budgets and forecasts to support organizational strategy.

  • Implements reports that track spending, budget variance and workforce efficiency. Disseminates information to departmental managers, club branch directors and coaches on performance improvement.

  • Oversees other departments of the organization including IT and Facilities Management.

  • Provides staff support to assigned committees of the Board. Reports out during monthly board meetings as needed.

  • Performs other duties as required.

Required Qualifications:

  • Excellent leadership and critical-thinking skills.

  • Excellent communications skills, both written and oral;

  • Highly organized with the ability to manage multiple competing priorities.

  • Highly proficient in computer systems necessary to complete financial duties.

Required Experience and Education:

  • Certified Public Accountant with management and audit experience.

  • Bachelors degree in accounting, management or related business field;

  • Nonprofit accounting experience preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to touch, handle, or feel. The employee is occasionally required to stand and reach with hands and arms. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Salary Requirements:

Please submit your salary requirement with your application in order to be considered for this position.


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Job Description

Provide overall administrative leadership and financial oversight of the daily operations and planning for the Duke Human Vaccine Institute (DHVI) including Human Resources, Facilities/Safety, Finance, Information Technology, Intellectual Property, Program, Research Administration, and Strategy.


  • Provide leadership in the development, implementation and monitoring of financial plans that reflect the strategic initiatives and operational priorities of the DHVI, and consistent with institutional policies.

  • Provide financial management including controls, procedures, and practices for the development, implementation, and management of operational budgets, grants & contracts, endowment, gifts, and other revenues consistent with internal and external compliance and in support of the broad strategic goals of the DHVI.  Be willing to work directly with financial numbers and data to both understand the finances and to help work through financial problems.

  • Direct and carry out financial reporting, analysis, forecasting, and business planning. Negotiate institutional budgetary support for operational activities, recruitment packages, capital procurement, and facility improvement.  Oversee and/or produce presentations of DHVI annual budgets to DHVI senior management and SOM leadership.

  • Evaluate and implement tools to enhance current business processes   Establish and maintain effective internal controls. Recognize and seize opportunities to improve fiscal and operational performance of the DHVI.

  • Act as a liaison on behalf of the DHVI Director on financial issues with the School of Medicine financial team.

  • Provide necessary analyses and guidance to DHVI Director and COO to support recruitment and retention of key faculty. Monitor the expenditures of financial packages of faculty recruits.

  • Manage the discretionary funds of DHVI with Dr. Haynes.

  • Manage leadership salaries and SOM expectations and their reports to SOM.

  • Participate in strategic planning in concert with the organization’s goals that contribute toward obtaining funding support, cost containment, and research productivity.

  • Manage team leaders and other professional staff.  Identify opportunities for training and development of staff.  

  • Be responsible for oversight of all DHVI support services to include Human Resources, Facilities/Safety, Finance, Information Technology, Intellectual Property, Program, Research Administration, and Strategy.

  • Perform workforce planning and assess administrative support to ensure an organizational structure that meets the needs of the Institute.

  • Work closely with DHVI Director and COO to promote the mission of the Institute.

  • Set a tone of leadership that is people-oriented, collaborative in nature, and focused in data based decision-making.

  • Build a management culture based on teamwork, open communication, laboratory and facility security/safety, prudent risk taking, innovation, mentoring and accountability.

  • Develop a long range strategic and financial plan for the Institute to assure continued financial health for the advancement of the research mission.

  • Perform other duties as assigned by the DHVI Director or COO. Participate in work and advisory committees.

  • Answer directly to the DHVI Director and COO.


  • Bachelor’s degree in business, finance, accounting, or related field required.  Master’s degree in related field highly preferred.


  • 10 or more years of experience managing administration and financial operations in a healthcare or medical research related organization. Experience in financial control systems, grants and contracts management, information systems, and all financial aspects relating to complex academic medical research systems

You will only be considered for the position after you have applied to requisition 13956 on the DHVI careers page and/or Duke Careers Website.

Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender expression, gender identity, national origin, race, religion, sexual orientation, or veteran status.

Company Description

The Duke Human Vaccine Institute (DHVI) continues to lead with cutting edge vaccine research against infectious diseases that impact global health. The investigators at the DHVI conduct basic and translational research to develop novel vaccines, therapeutics and diagnostics for diseases such as HIV-1, tuberculosis, influenza, malaria, ebola, cytomegalovirus and now the zika flavivirus. Several DHVI investigator led basic science discoveries are currently being produced in Good Manufacturing Practice (CGMP) facilities for early phase vaccine trials.

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Job Description

Our client is searching for a Controller with solid accounting experience to lead the accounting group of 7 - This is a great company in North Chicago Suburbs! This manufacturing / distribution company has been in the Chicago area for over 50 years!


Essential Responsibilities:

Planning, directing and coordinating all accounting operational functions

Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results

Coordinating and preparing internal and external financial statements

Coordinating activities of external auditors

Providing management with information vital to the decision-making process

Managing the budget process

Assessing current accounting operations, offering recommendations for improvement and implementing new processes

Evaluating accounting and internal control systems

Evaluating the effectiveness of accounting software and supporting database, as needed

Developing and monitoring business performance metrics

Overseeing regulatory reporting frequently including tax planning and compliance


Preferred: Bachelors Degree in Accounting or similar experience. CPA / MBA preferred

Must be well organized and have the ability to work in a fast paced environment


Company Description

CFS is a leading, employee-owned staffing firm. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management.

CFS has twice been named to Forbes’ list of “Best Professional Recruiting Firms” and twice cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies."

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Job Description

Hi there!

We’re a small and tight-knit office, and we are hiring for an accounting assistant to the Chief Financial Officer (“CFO”). We are hiring ASAP!!

We are a collegial team who gets a lot done! We value and reward hard-work because we recognize we’re all in the trenches together. Given our small headcount, we also treat each other as family. We maintain a fun team environment with monthly employee outings (a team-building event or happy hour at a nearby tavern) and a weekly crockpot lunch. Our office environment is focused but friendly and is brightened by the presence of our dog and office fish (let us introduce you!). Are you the one to join us?

The Position: We are a small financial services firm. The role is primarily to support the CFO in generating sundry reports and managing our various accounts. This role will give you the chance to “touch” and experience all parts of our business—it’s never a dull day here! You will also have plenty of exposure to our business in general and will assist with operational and back office tasks that help our firm run.

Responsibilities: Your duties will include the following:

  • Perform double-entry bookkeeping;

  • Accounts payable functions including: match invoices and disburse payments; reconcile vendor statements and communicate directly with vendors;

  • Maintain and balance general ledger;

  • Review and approve the financial statements;

  • Enter credit card transactions, record payments and reconcile in QuickBooks;

  • Prepare cash reports and generate other ad hoc reports as requested;

  • Maintain current files and calendar annual renewals;

  • Assist with budget preparations and tax preparation for accountants;

  • Perform other tasks as assigned;

  • Provide accounting, finance, and operational support to the Chief Financial Officer.

The successful candidate should have:

  • 4-year degree from an accredited institution of higher learning;

  • 1-3 years of full-charge bookkeeping experience;

  • Proficiency in QuickBooks and Excel;

  • Strong knowledge of Generally Accepted Accounting Principles (“GAAP”);

  • Ability to work independently;

  • Excellent follow-up and tracking skills;

  • Excellent written and spoken English; and

  • Real estate accounting experience is preferred but not required;

Pay and Benefits: Competitive salary that rewards entrepreneurship and initiative and generous benefits. Employees do not pay out of pocket for health care; accrue 20+ days of paid time off; and free breakfast is provided, with either fresh-baked bread or wholesome overnight oats.

Your Application: Please send a resumé and cover letter with your salary requirements. Applications without both a resumé and a cover letter will not be considered.

The successful candidate will be required to provide proof of authorization to work in the United States and pass a drug screening and background check.

Company Description

We are a collegial team who gets a lot done! We value and reward hard-work because we recognize we’re all in the trenches together. Given our small headcount, we also treat each other as family. We maintain a fun team environment with monthly employee outings (a team-building event or happy hour at a nearby tavern) and a weekly crockpot lunch. Our office environment is focused but friendly and is brightened by the presence of our dog and office fish (let us introduce you!). Are you the one to join us?

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The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and management. Responsibilities Create and present financial and tax strategy recommendations to CEO Support the financial planning and analysis efforts Oversee cash flow, cash management, working capital, and company audits Prepare financial statements and reports Ensure legal compliance on all financial functions Manage relationships with banks Qualifications Strong finance-based analytical skills 7 10 years' of finance experience CPA or MBA preferred but not required

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Career Posting – Chief Financial Officer (CPA Required) Lodgic Holdings Inc. is searching for a Chief Financial Officer to provide and support strategic initiatives and take overall responsibility for financial management and regularity compliant reporting for its emerging brand, Lodgic Everyday Community. Lodgic Holdings Inc. Lodgic Holdings Inc. is a wholly owned subsidiary of Moose International, one of the world’s largest and oldest fraternal orders. Over the next few years, 50% of America’s workforce will be self-employed, free-lance, or remote-working in some capacity. The traditional work-life balance has changed; work and home are no longer separate, and managing responsibilities to both has become a juggling act. Lodgic Everyday Community was conceived in response to this dramatic change in the national workforce and changes to the lives of modern families. Lodgic Everyday Community: · is the nation’s first-ever destination uniting flexible coworking and offices, state-licensed drop-in childcare, meeting and event spaces, and all-day food & beverage under one roof; · is designed to support and empower modern working families, entrepreneurs, mobile professionals, and whole communities to thrive in their aspirations; and · delivers an uplifting, service-oriented, collaborative, hospitality-forward experience that serves the modern worker’s need for flexibility and support in key areas of life and at all times of day. Users are welcome to plug in when they what, how they want, leveraging just one service area or all. · Lodgic Workplace is membership-based, designed to serve a variety of coworking needs for solopreneurs, small businesses, remote workers, or anyone who wants a creative, energizing environment where they can enhance their productivity and enrich their professional network. · Lodgic Kids Camp is enrollment-based drop-in childcare for children 12 months to 12 years, open to any parent who wants the best of both worlds: a high-quality play-based learning environment and the flexibility of only paying for the care they use, with extended hours on nights and weekends. · Food & beverage outlets — full-service Everyday Kitchen and (in some locations) fast-casual Clever Moose Cafe — are optimized to service Workplace Members and the general public by competing effectively in the marketplace. · Lodgic Events provides gathering spaces to host meetings, presentations, and memorable catering or cocktail events. Lodgic Everyday Community is designed as a scalable multi-unit brand poised for national growth. The first location opened in Champaign, IL, in 2018, followed by Madison, WI (opening March 2020) and Louisville, KY (opening May 2020). For more information, visit Chief Financial Officer The Chief Financial Officer (“CFO”) is a strategic business partner to the executive leadership team, reporting to the CEO and, as required, to the Moose International and Lodgic Holdings Inc. Board of Directors. The CFO is responsible for the administrative, financial, and risk management operations of Lodgic Holdings Inc., including the development of financial and operating strategies, metrics tied to these strategies, and the ongoing development and monitoring of control systems designed to preserve company assets, provide timely and accurate financial reporting, and fulfil regulatory compliance. Core Job Responsibilities · As a strategic business partner to the executive leadership team, assist in formulating the company’s future direction and supporting tactical initiatives. · Provide overall direction of the finance department including accounting, audit, compliance, and other financial operations in such manner as to provide safe, effective, and efficient financial services. · Establish policies, standards, guidelines, and objectives, and maintain other administrative processes, such as budgeting and reporting and human resource administration, to ensure proper planning and efficient operations. · Develop reporting and monitoring systems to accomplish company objectives, maintain control of assets, and fulfil regulatory compliance. · Responsible for Asset and Facilities Management and review of purchase and lease terms and contracts in conjunction with Moose International in-house counsel. · Oversight responsibilities for Real Estate Development to ensure effective and efficient acquisition, buildout, and fixturing and procurement programs. Duties · Oversee and implement accounting and internal control policies and procedures. · Production of financial reporting, monitoring cash flows, investing surplus funds, and negotiating and arranging the capital stack. · Develop and mentor financial teams in all locations. · Risk management and negotiating insurance. · Oversight for compliance with building and equipment maintenance to maximize asset value. · Assess and analyze operational performance to maximize earnings. · Guide and approve the development of corporate and property-level budgets. · Monitor purchasing, collection of accounts receivable, and payment of all taxes. · Oversight for payroll in all locations. · Oversight of purchasing cycle and vendor selection, negotiation, and payment. · Oversight of the preventative maintenance program. · Other job related duties as may be assigned by the CEO or Board of Directors. Qualifications · CPA required with at least five (5) years of related business experience. · Exposure in the not-for-profit sector preferred. · Exposure to the hospitality industry preferred. · Exposure to real estate development preferred. · Demonstrated experience in growing new businesses. · Demonstrated ability in operations management. Compensation & Benefits · Competitive salary, paid vacation, personal time, and holidays. · Basic life/AD&D, short-term and long-term disability, and employee assistance program; optional Blue Cross Blue Shield medical (PPO), dental, vision, voluntary life, critical illness, and accident insurance. · 401(k) retirement savings plan through Voya (safe harbor and company match after one year). · Lowest published package hourly rate and free snacks, meals, and enrollment at Lodgic Kids Camp. Other Responsibilities This job description excludes non-essential and marginal functions of the position that are incidental to the performance of the fundamental job duties. Furthermore, the specific examples in each section are not intended to be all-inclusive. Rather, they represent the typical elements and criteria considered necessary to perform the job successfully. Other job-related duties may be assigned by the CEO. Response Contact Inntegrated Hospitality Management Ltd. is conducting this Executive Search on behalf of Lodgic Holdings Inc. Please do not telephone or contact the offices of any Lodgic Holdings Inc., Lodgic Everyday Committee, or Moose International locations regarding submissions for this position. Any contact and/or submissions received other than to the contact information below will be disregarded. Please submit a resume, with a cover letter, directly to the following contact: Lisa Hubenig, CPA CMA (*NOTE: ‘.ca’ – sent to .com will not be delivered.)

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Job title Chief Financial Officer Industry Beverage Bottling/Manufacturing Location Montebello, California Job purpose New position for rapidly growing state of the art Beverage Bottling Manufacturer with two plant locations operated through 2 independent entities – Montebello, CA and North Las Vegas, NV. Company is set for expansion and growth and desires a CFO experienced in manufacturing and growth to assist with expansion efforts. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial and accounting-related activities of the company. This will include direct responsibility for accounting, finance, forecasting, strategic planning, job costing, inventory management, deal analysis and negotiations, private equity investor relationships and partnership compliance and private and institutional financing. Duties and responsibilities • Ensure accuracy of month-end closing activities • Oversee cash flow planning and ensure availability of funds as needed. • Ensures all legal and regulatory compliance regarding all financial functions is kept • Direct and oversee all aspects of the Finance & Accounting functions of the organization, including supervising the accounting department and payroll • Prepare and analyze all financial statements and managerial reports • Lead the development of annual budgets, strategic plans and other financial forecasts • Ensures that staff practices all appropriate accounting procedures in compliance with Generally Accepted Accounting Principles (GAAP) • Establish and implement short and long-term departmental goals, objectives, policies and procedures • Further develop and manage the accounting/finance function including recruiting, training, and managing the day to day department activities • Safeguard the assets of the company through ongoing improvement of audit controls • Company-wide committee facilitation including planning, production, staff • Compile the monthly financial reporting package with footnotes and MD&A (Management Discussion & Analysis) to report to the President. • Coordinate audits and proper filing of tax returns • Manages relationships with lending institutions, bank, CPA firm, private equity partner • Aid in the financial diligence of potential plant acquisitions and play a key role on the post-acquisition implementation team • Oversees staff in developing annual budgets that support operating plans and submits budgets for board approval • Promote a culture that reflects the organization’s values, encourages good performance, and rewards productivity • Provide executive management with advice on the financial implications of business activities • Manage processes for financial forecasting, budgets, consolidation and reporting • Provide prompt, thorough, and accurate information to keep the board appropriately informed of the organization’s financial position • Create and maintain procedures for implementing plans approved by the board Qualifications · BS in Accounting, Business or Finance Required. MBA preferred. Experience · 15 years of accounting experience , with most recent experience with a medium/ large sized private company (between 65-100mm in revenue) . PRIVATE EQUITY , a plus! Knowledge of GAAP and other accounting concepts and experience in their application · Experience in the manufacturing and distribution industry , including inventory costing experience Required. Food and Beverage Manufacturing Experience Preferred and highly desired · Experience with financial planning & analysis, including budgeting, forecasting, KPI metrics, etc. · Experience with business management and accounting software: Microsoft Dynamics NAV (Required) Skills; Attributes · Cross Functional Expertise: a team player with significant operating experience outside of the financial realm such as senior level operating role or experience in operations of a manufacturing facility. · Personal Attributes: an individual with these personal attributes: Team Player: Demonstrated ability to roll-up sleeves and works alongside with associates in a hands-on capacity – not a “manager/delegator” but a “worker/leader” who takes action to solve problems, communicates effectively, and leads by example; ability to inspire coworkers by coming to work every day with a positive, can-do attitude. Ability to effectively interact with board members, customers, suppliers and factory-floor associates. Adapt to Culture of Company: Demonstrated ability to adapt to personal culture of Company, including company that is ethnic and family run. · Excellent communication and people skills; Ability to lead by example and coach co-workers · Detailed as well as strategically capable; Excellent analytical, reasoning and problem-solving skills · Highly self-motivated and able to operate autonomously · Highest possible ethical and professional standards · Bilingual English and Spanish (a plus) Essential Functions Ability to travel as needed to Las Vegas, Nevada approximately 40% of the time as well as other parts of the United States as Company expands through plant acquisition Direct reports Accounting, Supply Chain

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Our team at Fast Tracking Solutions is proud to be partnering exclusively with a well-known manufacturing company located in Syracuse, NY in search of their next Chief Financial Officer. General Responsibilities: Providing leadership, direction, and management of the finance and accounting team. Providing strategic recommendations to the CEO to drive performance Managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting Advising on long-term business and financial planning. Oversee all formal finance/accounting and HR departments. Requirements 8-10 years of accounting/finance leadership experience within a manufacturing organization. Bachelor's degree in Accounting or similar Business field. MBA/CPA/CMA preferred. High attention to detail and accuracy. Great personality and effective communicator. ***LOCAL CENTRAL NEW YORK CANDIDATES ONLY*** ***NO RELOCATION OFFERED***

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Job Description


Chief Financial Officer for Manufacturing Company


Sohnen Enterprises, Inc., has corporate headquarters (offices and warehouse space) located in Santa Fe Springs, CA and a Maquiladora (offices, production facilities and warehouses) located in Tijuana, Mexico with a combined total of over 750,000 square feet of facilities and over 1200 employees.  We are considered by many to be the pioneer and current day market leader in the field of Consumer Products Returns Management, Product Refurbishment and Sales of Refurbished products. Founded in 1971, Sohnen Enterprises has achieved sustained growth for almost half of a century due to its dedicated team members and by embracing a culture of creativity and “out of the box” thinking.  We value our employees as our single most important asset. As a result, Sohnen is the largest independent company in North America involved in the refurbishment and reprocessing of consumer products. We are seeking a CFO with excellent financial and accounting skills, along with strong presentation and communication skills, who enjoys working in an entrepreneurial environment and  who has a background with Maquiladoras and is bi-lingual Spanish.


Position Summary:


Works closely with the President/CEO on the long-term strategic vision of the company which includes fostering and cultivating relationships across various levels as well as assisting in the development and negotiation of contracts.


Provides executive leadership in the continuous development and evaluation of short and long-term strategic financial objectives and offers recommendations to enhance financial performance and business opportunities.


Directs and oversees all aspects of the US and Mexico Finance and Accounting functions. Creating and enforcing accounting and finance policies, procedures, and internal controls.


Analyzes cash flow, cost controls, inventory control, expenses and all financial statements to pinpoint potential areas for improvements. Implement and maintain checks of internal controls to safeguard the financial assets of the organization. Responsible for presenting and reporting accurate and timely historical financial information.


Oversees the organization’s risk management including general liability and related insurance coverages and risk mitigation. Maintenance, monitoring and review of all banking relationships.


Establishes and maintains strong relationships with senior executives to identify their needs and seeks full range of potential revenue generating business solutions.









Minimum:  Masters degree in accounting/finance and/or current CPA license


Minimum:  10 years of experience in accounting and financial management practices.


Prior work experience with Maquiladoras and knowledge of Mexico Accounting and Tax laws


Bi-lingual Spanish Skills (Written and Verbal)


Experience with IPO’s and/or M&A’s


Strong interpersonal skills, excellent communication and presentation skills (orally and in writing).


Team leader who manages well at all levels of the organization.  Hands-on and detailed oriented.


Strong problem solving and creative thinking skills with the ability to exercise sound judgment and make strategic decisions based on accurate and timely analyses.


High level of integrity and dependability with a strong sense of urgency and is results driven.


Ability to manage and motivate teams to produce quality work within tight timeframes and simultaneously manage multiple projects.


Excellent Excel skills: including pivot tables, v-lookup, conditional statements, and macros.


Entrepreneurial style is a major requirement.


Pass a background check.




Employee Owned Company (ESOP)
Competitive Salary & Growth Opportunities


Company Sponsored Pension & Profit Sharing Plans
Health, Life, Dental and Vision Insurance
PTO/Vacation Benefits

Company Description

Why Sohnen
Exciting growth and impact -- Sohnen is a stable company that has been in business 50 years and we are not content to rest on our laurels. Instead, we are always striving to expand our services, make improvements and re-invent ourselves. We value our employees as our most important asset. This is a position for a creative individual who wants to be involved in all aspects of the business. Great communication skills are a MUST.

Dynamic culture -- people love working for Sohnen as evidenced by our unusually high number of long-tenured employees. You will find a strong entrepreneurial spirit.

Employee ownership ensures a great culture -- we are an employee-owned company through our employee stock ownership plan (ESOP). As an ESOP-owned company, each employee has the opportunity not only to make a difference but also to benefit directly from the difference his or her contribution makes.

Comprehensive services -- Sohnen's automated material handling systems, state-of-the-art testing and repair facilities, computerized tracking and data collection systems, combined with over 50 years of refurbishing experience, allow us to currently produce hundreds of thousands of pieces of assorted consumer products every month. Sohnen's leading-edge methods for high-quality, high-volume refurbishing is as sophisticated as the products it's designed around. This unique operation is designed to simultaneously achieve two key objectives: return the product to a like-new condition -electronically, mechanically and cosmetically- and do it as quickly and efficiently as possible. After 5 decades of evolution and development, the Sohnen method has now become recognized as the industry's gold standard.

About Sohnen
Sohnen Enterprises, Inc. is one of the largest and most technologically advanced consumer product refurbishing companies in the world. Our Headquarters and National Receiving Center (NRC) are based in Santa Fe Springs, California, and our Refurbishing Operations are located in Tijuana, Mexico.

Over the past 50 years, Sohnen has refurbished literally tens of millions of pieces of assorted consumer electronic products and has done so to the highest possible quality standards. As a result, Sohnen has benefited from long term relationships with the premier brands in the business.

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The Terasaki Research Institute, located in Los Angeles, CA (Westwood Village), is a non-profit research organization that is in a major expansion phase and is looking for an experienced Chief Financial Officer to lead the overall planning, development, implementation, and evaluation of the fiscal management of the Institute. The Terasaki Research Institute currently is made up of a diverse and multidisciplinary team of scientists, biostatisticians, and clinicians that are striving to rapidly improve major disease area such as organ transplantation and chronic disease through data science, biomedical engineering, and other efforts. In the next 2 years, the Terasaki Research Institute aims to double in size from its current group of 30 employees to a group of 60 or more. The Terasaki Research Institute leadership team is also evaluating a potential building construction project to renovate and enlarge one of its two locations. As the CFO, you will have the unique and rewarding opportunity of helping us expand and to work together with innovators shaping the future of medicine. DUTIES OF THE POSITION (Under the direction of the Board of Directors): Participates in both short and long-term planning, goals, objectives, prepares financial analysis on certain projects/expansion plans, develops optimal financial and market placement of the organization. Develops annual budget requirements coordinating with the research teams and the Board of Directors. Monitors the budget on a monthly and quarterly basis and provides ongoing feedback to executive on budgetary status. Manages the day-to-day financial activities. Including monitoring the performance of all employees involved with collection, payroll, and payable activities. Monitors banking activities of the organization. Manages cash flows to maximize returns through appropriate management of payables and receivables and other fund sources. Ensures adequate cash flow to meet the organization’s financial needs. Prepares monthly, quarterly, and annual reports of organization’s financial activities and status. Presents monthly reports to the Board for review and approval. Works to assure the timely completion of annual external audit and filing of tax returns. In addition, provides regular and special reports for evaluation of continued viability of programs/departments. Responsible for submitting and coordinating preparation of all financial reporting. Oversees the preparation of the necessary audit schedules requested by the external auditors. As part of the Senior Leadership Team, participates in Strategic Planning process and implementing strategic initiatives. Works with Board of Directors and Leadership team to develop, implement, and monitor financial operations, policies, procedures and protocols. Manages, directs, and advises in maintaining the capital improvement plan, equipment replacement program, and all other accounting operations. Performs managerial duties including interviewing applicants for employment; sets, assigns and reviews progress of goals; conducts performance evaluations and recommends/approves salary increases; and develops higher levels of expertise in staff by encouraging further education, participation in seminars and providing learning opportunities within the organization. Maintains confidentiality of information and complies with HIPAA and compliance plan at all times. Represents the vision and mission of organization within the community, professional organizations, etc. in a professional manner. Works with senior leadership in development/fundraising efforts including ensuring financial compaince with federal extramural grants. Other duties as assigned. Qualifications Bachelor’s degree in accounting, finance or business or equivalent experience. MBA degree and CPA certification preferred A minimum of 5-7 years of experience managing financial systems and demonstrated leadership at the senior management level in corporate and/or non-profit settings Demonstrated experience as a business partner understanding the changing healthcare environment and working in partnership to support emerging business strategies APPLICATION PROCESS: Please send your CV along with a personal statement (stating why you are interested in this position) to be reviewed as an applicant for this position. Following receipt of the CV and personal statement, our review team will assess your application. If you are considered a promising candidate, you will recieve a survey to fill out. Upon reciept of the survey we will narrow the field to the top candidates which may be interviewed first by phone and then in-person.

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CFO – Single Family Office! Excellent opportunity to join a single family office located in a beautiful Colorado resort location. This unique role requires a skilled executive. Selected candidate must have a friendly and professional demeanor, significant tax experience and be willing to be involved in the day to day accounting and tax processes. This is an ideal position for a CFO or experienced Controller that has worked in a single or multi-family office. It is also be a great fit for a senior tax manager or tax director in the high-net worth tax or advisory services division of a public accounting firm. Responsibilities of the Family Office CFO •Accurate and timely reporting of the books and records for family investments, purchases and operating expenses. •Preparation of investment performance reports, net worth reports, budgeting, investment and expense analysis. •Manage the interactions with banks, fund managers, tax advisors, attorneys and other outside consultants. •Implement and maintain financial controls. •Assist with administration of family partnerships and trusts. •Tax planning, tax spreadsheets and management of tax return preparation by outside tax firm. •Research and management of major acquisitions and management of large capital Investments (houses, planes, etc.) •Assist with various planning functions including cash flow management, estate and gift planning, cash flow management, and insurance planning. •Involved with a variety of human resource functions including recruiting, compensation, benefits, policies and procedures, and determining staffing needs. •Management of real estate and personal services •Technology support. •Other special projects as needed. Responsibilities of the Family Office CFO •Degree in Accounting •Masters In Tax, LLM or other advanced degree highly preferred •CPA •At least 10 years of experience in a single or multi family office with experience in tax and accounting and/or public accounting experience in the high net worth or wealth management division •Experience with tax planning and preparation •Familiarity with sophisticated investment vehicles, legal contracts, personnel issues, staff recruiting and management, and estate management. •Experience with other general accounting, cash management, financial planning and investment reporting functions •Excellent communication and computer skills •QuickBooks experience preferred •Highest level of honesty and integrity •Stable job record Key words: Tax Manager, Tax Director, Senior Tax Manager, High-net worth, wealth management

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The Position The portfolio company CFO will report to the Board of Directors of this middle-market, private equity-sponsored business and have full financial responsibility for the organization and serve in a leadership capacity with regard to future M&A activities. The successful candidate will be a broad-based, successful CFO, preferably with experience in the manufacturing/industrials categories. Experience Profile Track record of success as the CFO of a stand-alone business with revenues in excess of $100m Prior experience in M&A and in integration of acquired companies Has successfully collaborated to execute on a strategic business vision, moving from conceptual to operational Ability to thrive in a rigorous reporting environment Track record of successful ERP implementations/conversions Principal Responsibilities · Contribute in a leadership role towards maximizing value of the company · Exercise and instill a culture of data and ROI based decision-making along with a strong work-ethic · Lead the company’s financial planning and analysis · Guide financial decisions and ensure that best-practices are utilized in the financial function by establishing, documenting, monitoring and enforcing policies and procedures · Perform risk management by analyzing the organization’s liabilities, risks, insurance programs and investments · Manage the treasury, credit and collections functions and ensure cash flow is appropriate for the organization’s operations and strategic objectives · Lead the company’s banking/lending relationships · Manage vendor relationships · Ensure that the company’s IT infrastructure and ERP are sufficient to meet the company’s goals · Ensure compliance with the law and company policies · Develop and lead high performance teams. · Protect the company’s assets by establishing, monitoring, and enforcing internal controls. · Evaluate ROI of proposed capital projects. · Timely and accurate financial reporting, including leading the external audit process. · Lead the budgeting process by establishing schedules; collecting, analyzing, and consolidating financial data · Conduct due diligence for potential acquisitions and, if applicable, take a lead role in integrating acquisitions. · Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. · Keep up-to-date on information and technology affecting functional area(s) to increase innovation and ensure compliance. · Protect operations by keeping financial information and plans confidential. · Interact with the company’s owner and Board of Directors and lead the preparation of presentations and reports for monthly and quarterly meetings · Responsible for ERP system · Manage tax compliance Candidate Requirements CPA certification or MBA required Minimum 20 years of financial/operational business experience. This could include a combination of public accounting and private/public company controller/CFO positions with meaningful experience (5+ years) in a finance leadership role. Experience leading multiple PE-sponsored exits is critical Experience working across a variety of industries and with companies of various sizes and ownership structures (private equity and public company) is critical; previous work with companies that have both domestic and international operations is preferable Substantial experience in the following areas: Identification and monitoring of KPI’s. Monthly, quarterly and annual internal and external financial reporting Financial planning, analysis and measurement Annual budgeting and longer-term financial projections Banking, cash management and credit facilities Sound judgment and ability to think strategically, define opportunities and problems, interpret data and create and implement value-added solutions. Takes a disciplined and data-based approach to making management decisions about business and people matters Effective in building strong relationships and has demonstrated an ability to attract and retain top talent Ability to apply broad background and experiences to new situations and to implement change and accountability mechanisms. We are looking for an aggressive, competitive personality who possesses a high energy level. The ideal candidate will be detail oriented, hardworking, self-motivated and able to thrive in a demanding, entrepreneurial environment.

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The Chief Financial Officer is responsible for directing the Accounting Operations of Colville to include creating financial reports, maintaining a compliant system of accounting records, and comprehensive set of controls and budgets designed to maximize return on financial assets, mitigate risk, enhance the accuracy of the Colville’s reported financial results, and ensure reported results comply with generally accepted accounting principles. The position supervises direct reports and contractors performing accounting, administrative and financial services as needed. The CFO will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance, management, and strategic planning. Responsibilities Develops financial team credibility providing timely and accurate analysis of budgets, financial reports and financial trends to assist the CEO/President and other senior executives in performing their responsibilities. Participates in the development of the corporation's plans and programs as a strategic partner. Evaluates and advise on the impact of long range planning, introduction of new programs/strategies and regulatory action. Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances, acquisitions and/or mergers and pension funds and investments. Protects assets by establishing, monitoring, and enforcing internal controls. Monitors and confirms financial condition by conducting audits; providing information to external auditors. Maximizes return, and limits risk, on cash by minimizing bank balances; making investments. Prepares budgets by establishing schedules; collecting, analyzing, and consolidating financial data; recommending plans. Achieves budget objectives by scheduling expenditures; analyzing variances; initiating corrective actions. Provides status of Colville’s financial condition by collecting, interpreting, and reporting financial data. Ensures routine reports created and submitted in an accurate and timely manner including but not limited to State and Federal taxes. Manages accounts payable, accounts receivable, and relationships with outside audit firms(s), banks and lessors, casualty/liability insurance agent(s), credit card companies, and collection agencies. Prepares special reports by collecting, analyzing, and summarizing information and trends. Complies with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing timely and accurate financial reports; advising management on needed actions. Qualifications Certified Public Accountant (CPA) licensure preferred. Bachelor’s degree in Accounting, Business Administration or a related field is required. Master’s degree in Accounting, Business Administration or a related field is preferred. Ten (10) years of related experience and/or training, or equivalent combination of education and experience. Expert knowledge of general accounting principles and contracts administration. Thorough understanding of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. Proficient knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Demonstrated experience with profit attainment and profit growth. Communicate effectively and productively in writing, in person and using communication devices. Expert skills with Microsoft suite products and other computer and communications technology. Knowledge of applicable laws, legal codes, precedents, government regulations, executive orders, and agency rules. Travel as needed in-state and out of state and to remote locations using large and small commercial aircraft and other modes of transportation. Have and maintain a valid Alaska Driver’s License and an acceptable driving record to be eligible to drive under the company’s vehicle insurance policy.

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** MUST HAVE: M&A and International Experience** Anew Recruit is hiring a “Chief Financial Official” for one of its most prestigious clients. Our client is a SaaS. Reporting Line: This role will be reporting to CEO directly Job Skills / Requirements Partner with the Executive Management Team as its key resource in analyzing financial results Develops performance measures that are in support of the org Define the annual budgeting plan and process for the development of all modeling tools Maintain the credibility of the finance group by providing timely and accurate financial statements and by planning, developing, organizing, implementing the fiscal function performance evaluation Provide strategic financial insights to evaluate acquisitions, mergers and to run foreign operations for subsidiaries Lead financial aspects of potential M&A activity and pro-forma financial and system integration efforts to capture optimum synergies Establish and develop relations with senior management and external partners and stakeholders, including lender relationships and compliance with all contracts Optimize cash flow process of the company for financial forecasting, budget consolidation and financial reporting Build the foundation for scalability in the M&A finance responsibilities Review all formal finance related procedures and ensure effective internal controls are in place with generally accepted accounting principles Provide guidance to deal structuring team(s), considering both short and long term implications Provide useful financial insights to help make better decisions about formulating and executing business strategy and drive recommendations for growth and best practices Coach, mentor and develop the teams to ensure that evolving, long range leadership and expertise is in place for continual improvement of the efficiency and effectiveness of the group Ensure and identify all the financial risks and requirements while insuring quality capital and expenditure management that would be aligned with strategic direction Identify opportunities and risks and assessment of obstacles and hurdles to the business success Develop and track budgets and resource requirements while insuring quality capital, expenditure and purchasing management methodologies Establish credibility throughout the organization and with the Board to develop a reliable cash flow projection process and reporting mechanism that includes minimum cash thresholds to meet operating needs

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Due to an announced retirement, we have an opening on our Senior Leadership Team! Working closely with the President and other managers, this key role is responsible for all financial operations of Appolo Heating and J & J Sheet Metal including: managing the accounting staff; payroll/human resources, accounts payable, accounts receivable and other adminstrative functions. Responsibilities include: Hire, train and supervise accounting and administrative personnel Support the financial planning and analysis efforts Oversee cash flow, cash management, working capital, and company audits Prepare financial statements and reports Ensure legal compliance on all financial functions Manage relationships with banks Qualifications Accounting degree, CPA, and a minimum of 10 years of related experience required Construction related industry experience highly desired Strong math, analytical and computer skills, with experience with Timberlane/Sage, Dexter Chaney or ComputerEase accounting softwared strongly preferred.

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Taconic, a global leader in the manufacturing of PTFE coated fiberglass fabric, belts and tapes seeks an experienced Chief Financial Officer for our corporate office in Petersburgh, NY. Potential candidates must be able to provide the leadership, management and vision necessary to ensure that the company has the proper financial controls, administrative and reporting procedures, and people systems in place to effectively grow the organization while ensuring financial strength and operating efficiency. Guided by the objectives of the company, the CFO accomplishes this through oversight of the Legal, Finance, Purchasing, IT and Human Resource teams. Qualifications: Bachelor's degree (or higher) required At least 15 years' experience in a senior financial management position CPA preferred Previous experience in manufacturing desired Additional Requirements: Advanced computer knowledge with proficiency in all Microsoft Office programs Interpersonal and team leadership skills Strong analytical, communication and organizational skills Taconic produces PTFE and silicone coated fabrics, tapes and belts for a wide range of industrial applications. These durable coatings offer a host of benefits that make them ideal for demanding environments. Our expertise can help solve application challenges in food processing, packaging, aerospace, automotive, PVC welding, lamination, screen printing, textile drying/curing, composite molding, plastics, chemical processing, and more. We offer a competitive benefits package including medical, dental, vision and life insurance, a competitive compensation and retirement package, tuition assistance, vacation, a business casual work environment and more! Please include contact information, such as an email address of phone number, when applying for this position.

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Ace World Wide is a recognized industry leader in the area of delivering elite and efficient logistics, transportation, and household goods relocation solutions. We are a “one-stop-shop” committed to quality, excellence, customization, and lean solutions. Ace World Wide is a casual, friendly, and challenging place to work. Ace has created a culture emphasizing integrity, customer fulfillment and teamwork. Position Summary We are currently looking for a Chief Financial Officer who will be responsible for: Financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships Team-leading role in developing the vision and IT plan to enable deployment of the requisite technology for the different departments and business units Collaboration with the CEO and company leadership to help make decisions regarding company's financial strategy/ operations and identify business opportunities and risks. Position Oversight Finance department head Mgt of Facilities/Garage Mgt of Information Technology Some company tax/investment management strategy background preferred Success Factors Enhance and protect the financial value (EBIDA) of the Ace Worldwide Group of Companies (Ace Worldwide Elite Relocation Services and AW2 Logistics) Lead (not manage) company decision-makers (CFO, Presidents, GM’s, department heads, etc…) to make great decisions Tools: Business analysis, market understanding, innovation, etc… Budgeting, forecasting, modeling Champion technology growth and adoption for service and efficiency Uncover and facilitate ways for the company to flourish in a competitive business environment Preside over a service-oriented and motivated Finance Department Deeply understand the businesses we are involved in Superior listening/leaning, problem-solving and communication skills Entrepreneurial attitude not afraid of the risk/reward matrix Display traits of: self-starter, confident, smart. What you Bring Honesty, integrity, leader, collaboration, culture-oriented, work-ethic Bachelor’s degree strongly encouraged, and preferably a CPA Considerable years of experience in an executive level financial management position in the transportation, distribution, warehousing industry is a strong advantage. Well-grounded in technology and has a solid understanding of how the entire IT function operates Experience leading a team with the ability to support, mentor and develop employees

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We are seeking a highly skilled CFO to join our growing organization. The CFO is responsible for oversight of fiscal activity and financial well-being of the organization. This includes financial projections, reporting, accounting services, risk management and preparing growth plans to ensure continuous productive financial operations. Education Requirements Bachelor’s degree from 4-year university (finance or accounting preferred) License in accounting required (CPA strongly preferred) MBA preferred • Required Experience/Qualifications 5+ years of experience as CFO in a $250m+ revenue firm Experience working with private equity sponsors and/or other financial institutions Prior experience in financial services, preferably asset or wealth management Strong financial and accounting background, including an understanding of P&L, balance sheet and cash flow management and general finance and budgeting 10+ years of experience working in a finance and/or accounting role Fluency in ability to convert cash basis accounting to GAAP basis Ability to implement and monitor accounting and tracking systems that report on assets Ability to work with treasury management systems Understanding of valuation concepts, including EBITDA valuation metrics and discounted cash flow analysis Understanding of business transformation initiatives, including M&A, divestitures and partnerships Experience with corporate governance • Soft Skills Results-driven personality eager to partner with upper management to organize, plan and achieve company financial goals Strong interpersonal and leadership skills Strong oral and written communication skills Exceptional time management and ability to problem solve under pressure

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Job Description

B2B CFO helps experienced financial professionals build successful consulting careers. Are you looking to control your own CFO Career?

We are B2B CFO, the premier CFO Services and Business Transition firm in the nation. We were established in 1987 and have over 200 CFO partners in 45 states. We have helped them build a successful consulting career (some of them turned their employer into client #1.)

We are looking to add some more top talent to our team - is that you?

We are looking for the right person. Do you have a consistent record of success? Do you have a dream to build your own practice? Do you want to scratch your entrepreneurial itch? If so, we want to talk to you.

If this is you, then click the apply button and submit your complete resume at our careers website.

Please note:

  • This is NOT a W-2 CFO job. We are looking for consulting partners to join our firm. You can work from anywhere in the USA.

  • This is NOT a franchise opportunity

  • By confidentially submitting your resume to us, you are giving B2B CFO permission to contact you via email and phone about our CFO opportunities.

  • We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Company Description

Founded in 1987 by Jerry Mills, B2B CFO is the fastest growing CFO and Exit Strategy services company in the nation. The firm provides services to private, closely-held, small and mid-size businesses. Headquartered in Phoenix, Arizona, B2B CFO has nationwide presence with more than 220 CFO Professionals in most major markets across the USA. Our Professionals specialize in providing senior level executive services to growing companies who need assistance in finding solutions to their business challenges. The firm's motto is: First direction, then velocity. Each B2B CFO Professional is a senior level executive averaging 25-30 years of experience. For more information please visit and

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The Business We are Muzo, a creative, vibrant, dynamic, team of people focused on the design and manufacture of unique commercial furniture solutions that make a difference. Muzo is an exciting, fast growth, global business. We encourage innovation, collaboration and personal growth. There are no ceilings at Muzo, just amazing opportunities! The Position The position, based in our stunning Chicago showroom and offices, will eventually control all elements of Financial Management and Administration, supporting the CEO in growing and managing this dynamic business. The ideal candidate will be involved with preparing financial reports and statements, bank reconciliations, and conducting cyclical audits. Moreover, the candidate must have strong interpersonal skills and possess a strong business acumen. Responsibilities Create ad-hoc reports for various business needs Prepare tax documents Compile and analyze financial statements Manage budgeting and forecasting Key Responsibilities and Attributes: Monthly closing of Accounts and reporting to the Board, offering succinct analysis and insights Preparation of the Annual Business Plan Assessment of Commercial and Manufacturing opportunities with the CEO. Liaison with Banks Liaison with our CPA’s and facilitating all Tax filings. Liaison with our Payroll and HR service providers. Liaison with Insurers Qualifications Bachelor's degree in Accounting or related field Requirements Ability to interpret and analyze financial statements and periodicals Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) Knowledge of SAP

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Healthcare Chief Financial Officer Healthcare Chief Financial Officer A very dynamic and highly innovative Medical group, Key Whitman Eye Centers , in the Dallas/Fort Worth area is seeking a seasoned, analytical and detail-oriented team leader to coordinate the administrative, business planning, accounting, information technology, human resource, payroll, Revenue Cycle Management and budgeting efforts of this large, multi-site Ophthalmology practice. This is a wonderful opportunity for an experienced financial leader to build on an already strong system that is further positioning itself to be highly successful in an ever-changing healthcare environment. This position will report to the Executive Director as a strategic business partner and will be responsible for all financial and fiscal management aspects of company operations. The successful candidate should have a strong track record of success in leading and growing the accounting and finance function of a multi-site healthcare services company, be able to multi-task and have strong communications skills (both written and verbal). The ideal candidate will be self-confident, action-oriented, a self-starter, data-driven, and a strategic thinker. CRITICAL PERFORMANCE OBJECTIVES/RESPONSIBILITIES Oversee financial management, general accounting and control, reporting and treasury activities, and third party contracting activities in a fully compliant, high integrity manner. Ensure that the appropriate performance measures are in place to capture and analyze financial information about the operations of the company and generate relevant reports for all levels of company management. Maintain knowledge of current payor environment including pending/ potential regulatory and reimbursement changes that may impact the business and/ or shape budgeting and strategic planning activities. Develop long-term financial plans and strategies, create and help present Board presentations and recommend ongoing improvements across the company. Assist in corporate development activities, including acquisitions. Lead due diligence processes for potential transactions and manage post-acquisition integration. Manage key external financial relationships, including those with auditors, lenders, state and federal regulators, as applicable. Assist in obtaining the necessary licenses and insurance required for the business. Recruit, train, supervise, and evaluate department staff. KNOWLEDGE AND SKILL REQUIREMENTS Have a track record of being both a visionary and strategic leader Have a track record of valuing innovation and creativity; being entrepreneurial and capability of thinking “outside the box” Knowledge of finance, accounting, budgeting, cost control principles and cost accounting including Generally Accepted Accounting Principles (GAAP). Extensive experience with Accounting packages – Specifically Quickbooks. Experience in strategic planning and execution. Experience in contracting and negotiating. Knowledge of automated financial and accounting reporting systems. Knowledge of federal and state financial regulations. Ability to analyze financial data and prepare financial reports, statements, and projections. Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects. * * QUALIFICATIONS Preferably has been successful CFO in a physician multiple office practice with revenue over of $20 million or more, or a controller of same with revenue of $50 million or more. At least five years of experience leading the finance function in an operational setting. Experience executing and integrating M&A transactions within this environment. Developed and led an annual budgeting process. Experience with building a finance function in a rapidly growing organization. Experience with analytical financial reporting systems. CPA required; MBA preferred. * * COMPENSATION Competitive base salary with bonus and incentive equity Medical, dental and 401(K) plans Vacation and company holiday program * Job Type: Full-time Required education: Bachelor's Required experience: Corporate Finance: 5 years Equal Opportunity Employer

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Summit Homes is the largest new home builder in the Kansas City area, building more than 1,600 homes since we began in 2002. Our award-winning company is known for developing and building exceptional communities as well as its innovative design practices. Providing a world-class customer experience to families all over Kansas City continues to drive our success well into the future. In 2016, Summit joined Clayton Properties Group, a Berkshire Hathaway affiliate. Combining the regionally well-established Summit brand with the strength of Clayton and Berkshire Hathaway provides Summit with the platform for continued and sustainable growth for years to come. Summit is also community-focused, actively supporting numerous organizations committed to helping children and those unable to help themselves, including Children’s Mercy Hospital, St. Jude Children’s Research Hospital, Drumm Farm Center for Children, Hope Haven of Cass County and Harvesters: The Community Food Network. The dedication of our Team Members to the service of others is inspiring, humbling and another reason we are recognized as a leader in our industry. Summit Homes is committed to offering a benefit plan that ensures access to quality healthcare and provides for financial security in the future. Through our benefit, profit sharing and 401(k) plans, we offer a sense of security and peace of mind to our Team Members and their families. Our current benefit plans include: Medical Insurance Dental Insurance Vision Insurance Paid Vacation and Holidays Paid Team Member Birthday and Community Service Day Life Insurance Short Term Disability Insurance Long Term Disability Insurance 401(k) Profit Sharing Program Your career is waiting for you at Summit Homes. Contact us The Chief Financial Officer (CFO) is a key member of the Leadership Team. The primary objective for the CFO is to support the team in achieving its strategic goals and financial objectives by providing timely and accurate financial reporting and forecasting, risk management guidance and strategic vision setting, and leading the overall accounting, budgetary, and treasury operations of the company, including but not limited to cash management, accounting records and reports, and financial analysis. The CFO is the financial conduit between Summit and parent company Clayton Properties Group, Inc. and is responsible for meeting all reporting and financial deadlines and analysis. The CFO exercises leadership in these areas and collaborates in setting and guiding the direction of the company as part of the leadership team. Principal Accountabilities: Provide vision and leadership in achieving strategic goals and financial objectives. Lead the business planning, budgeting, and goal setting processes. Prepare and establish treasury requirements in collaboration with Summit leadership team and Clayton leadership team. Establish and maintain all necessary reporting and financial analysis tools to accurately manage day to day operation and long-term planning. Analyze and update budgets and data monthly or more frequently as needed to satisfy the reporting requirements set by Clayton and the leadership team. Lead and direct the implementation of strategic business plans. Develop and implement performance measures that support the company's strategic direction. Evaluate new business opportunities including land acquisition and development, new products, and new markets including regional expansion. Lead the financial and risk analysis of potential land purchases and proposed land developments, including the preparation and analysis of pro-forma financial statements and the allocation of related expenses. Establish policies and procedures for the accounting department to ensure company goals are met and that adequate measures are in place to protect company assets. Develop and manage the Accounting budget. Manage regulatory exposure and implement risk mitigation policies and procedures assuring the company follows all regulatory and legal requirements. Formulate and maintain a documented system of accounting policies, procedures and audit compliance methods. Manage non-financial functions including Information Technology, Summit office buildings operations, and human resources. Lead the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives and the establishment of a proper set of controls in accordance with GAAP. Identify and implement operational best practices. Collaborate with and advise construction operations, purchasing and estimating, and land development leadership to achieve company goals and objectives. Develop a thorough understanding of all departments to ensure company is meeting its objectives and goals. Speak at team meetings and lead discussions about a variety of topics including financial analysis, business planning, goal setting, and leadership. Connect with the local business community and advocate for Summit Homes in the public arena. As a member of the Leadership Team, attend necessary meetings with stakeholders. Prepare the agenda for Leadership Team Meetings and record minutes of each meeting including action log and decision log items keeping team members accountable to each. Assist in formulating the company's future direction and supporting tactical initiatives Coordinate the provision of information to external auditors and Clayton Home Office as required. Collaborate with company’s Home Office Accounting Department on tax planning issues and make recommendations to the COO and the President. Maintain appropriate insurance coverages for liability, builder’s risk, et. al. Other duties as may be assigned from time to time. Desired Qualifications: Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance / Accounting or similar. Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation preferred. Ten years progressively more complex financial management experience including at least 7 years of direct team member management, or combination of necessary experience and education. Experience in a public company or a subsidiary company where there is upward accountability preferred. Extensive knowledge of all aspects of accounting and finance, with experience in home building, land development or construction a plus. Comprehensive experience with management accounting methodology, as well as, GAAP. Proficient in the use of the Microsoft Office suite and industry-specific accounting and ERP software such as Timberline, Kova, MarkSystems/IHMS, or Builder MT). An experienced leader and financial executive with extensive industry experience. A proven ability to connect with and motivate team members. An intelligent and articulate individual comfortable with leading discussions and public speaking. Ability to read, analyze and interpret the most complex documents, contracts, and financial reports. Advanced technology knowledge and ability, especially in financial accounting, spreadsheet, and reporting. Should be able to manipulate data in spreadsheets without assistance. Crystal report writing experience preferred. A decisive individual who possesses a "big picture" perspective and is well versed in systems and operational excellence models. An energetic, forward-thinking and creative individual with high ethical standards and an appropriate professional image Position Requirements: May lift up to 50 pounds. Position does require occasional travel both within the Kansas City market and to other markets including occasional travel to the corporate office in Knoxville, TN and to various conferences throughout the year. Position is full-time based in the Summit office. Current direct reports: Controller, (3) accounting specialists, receptionist.

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CFO Chief Financial Officer Acute Psych Hospital Looking to make a difference? Haverhill Behavioral Health is searching for an energetic and enthusiastic Chief Financial Officer to run our Acute Psych Hospital. How We Help Haverhill is a 71-bed, inpatient behavioral health hospital in Haverhill, MA for Mental Health, Dual Diagnosis / Co-Occurring, Trauma / PTSD programs in a therapeutic, confidential and safe environment. Haverhill's purpose is to provide high-quality services that respond to individual, family, and community needs in a healing place. We are committed to the highest quality medical and business practices. Your Impact Improving the lives we touch is our number one goal at Haverhill. As our CFO, you will have the opportunity to truly drive change by building working relationships with care professionals and physicians to guarantee patient satisfaction. At Acadia, you are not just another bean counter, you are seen as a strategic partner to the CEO and work as a team to optimize operational efficiency across multiple departments. If you are looking for a chance to lead, grow, and change lives, you’re in the right place. Responsibilities Ensures that monthly financial statements are completed timely and accurately Ensures that all balance sheet accounts are reconciled on a monthly basis and in compliance with company policies and standards and that any outstanding variances are identified and corrected timely. Prepares corporate required reports (including the Monthly Operating Report, Monthly Certifications, Corporate Disclosures, Forecasts) timely and accurately. Directs the operations of the Revenue Cycle to ensure that accounts receivable are collected timely and uncompensated care is kept to a minimum. Strives to achieve goals for cash collections and AR days and to reduce bad debt and denials. Routinely reviews revenue cycle metrics to proactively identify and address issues affecting overall performance Is actively involved in ensuring Front End Revenue Cycle processes are in place including ensuring the insurance verification is completed on 100% of patients, working with the Financial Counselor to ensure proper determination of patient portions and approval of any discounts or charity and proper logging of upfront collections. Supervises Accounting, Patient Accounting, Health Information Management, Materials Management and other departments assigned by the CEO. These departments may include, but are not limited to, Health Information Management, Materials Management, and Human Resources. Ensures department is adequately staffed and trained. Prepares annual capital budgets and Capital Equipment Requests. Ensures assets and related depreciation is recorded accurately and in compliance with company policies Provides financial leadership and guidance to facility managers. Trains managers on financial matters and provides routine feedback regarding department performance Going the Extra Mile for Our Patients Regularly makes rounds and interacts with patients to ensure patient satisfaction ** This is a must for this role** Maintains a current knowledge of healthcare industry trends and changes and ensures facility is prepared and compliant. Works as a partner with the CEO and ensures that there is an open line of communication and positive interaction Qualifications Bachelor’s degree in Accounting or business-related field with a major in Accounting. Minimum 4 years successful CFO/Controller or related experience in an Acute Psych healthcare setting required ** This is a big one!*** Previous Behavioral healthcare experience highly preferred. CPA or Master’s degree a plus Experience working with information technology and proficiency with software packages including Excel and Word. Demonstrated leadership ability. Ability to lead with a high degree of emotional intelligence and ethics. **This is a big one too** What We Truly Value Passion for helping others Positive "Can Do" attitude Pride in the quality of your work Inclusive Leadership style Honesty and integrity What We Provide to You: Benefits!! Paid Vacation Paid Holidays 401K and 401K match Medical, Vision and Dental insurance Personal days and sick time.

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Aviation services company looking for an experienced Chief Financial Officer to join our team and contribute directly to team success and company growth. The ideal candidate will have a sharp business mind and a proven ability to strategize and implement high-level program initiatives, provide direction, analysis and recommendations to management, shareholders and other stakeholders to enable the team to make educated economic decisions about the company's future all while being involved with the details of the day-to-day business. Responsibilities Provide financial leadership to management team Ensure that accurate and timely financial reports and analyses are provided as required by management, the president and firm’s partners Provide reliable forecasts of sales, profits and cash flows for the company Ensure that financial controls are designed, implemented and maintained to protect assets of the company Ensure the operating and financial practices are in compliance with state and federal government regulations as well as terms of client contracts As a leader, will coordinate the administrative, business planning, accounting, and financial and budgeting process Establish and implement short and long range departmental goals, objectives, policies and operating procedures. Manage financial audits with external auditors and ensure financial statements are prepared in accordance with GAAP. Ensure accurate and timely reporting to banks to maintain compliance with credit agreements. Ongoing analysis of cash flow, cash management / treasury, cost controls, expenses and financial statements to provide insight, guidance and actionable areas for improvement of the business to management. Ensure accurate and timely processing of accounts payable, purchase orders, petty cash, employee expense reports, payroll processing and payroll tax reporting and compliance. Ensure efficient and timely close of monthly and annual financials by overseeing and coordinating the preparation of financial statements, financial reports, special analyses, and information reports Oversee the approval and processing of revenue, expenditures, department budgets, compensation changes, G/L account entry and maintenance Implement and maintain process, procedures and system for customer credit, review and collections. Ensure tax compliance and the accurate and timely completion of all tax returns and work with external tax advisors to review and implement strategies to minimize taxes while maintaining compliance with tax codes and regulations Lead our ERP and Technology strategy (IT will report to this role) Knowledge and Skill Requirements B.S. in Finance or Accounting with MBA a plus CPA or CMA , required 10-15 years of financial management level positions Strong analytical and accounting skills Financial modeling and cost accounting Proficient with Excel

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Large local 28-year residential remodeling and distribution company needs a hand-on CFO to direct its financial and data management process. The company is dynamic, very stable, and operates in several markets in the Gulf region with solid consistent growth. The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, and compliance. They will collaborate with the CEO and the executive team to make decisions regarding the company's financial strategy and operations. The candidate will possess a strong background in finance and management. Responsibilities Create and present financial strategy recommendations to CEO Support the financial planning and analysis efforts Oversee cash flow, cash management, working capital, and company audits Prepare financial statements and reports Ensure legal compliance on all financial functions Qualifications Very strong finance-based analytical and IT skills, software conversion experience helpful 5 years experience in senior financial management of mid-size (30-100m) companies CPA required, MBA preferred We Offer Strong, competitive compensation Medical benefits and 401(k) An opportunity to grow a solid company

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Telamon Group is proud to represent McLaren Healthcare as they recruit for an inspirational leader to be the next Chief Financial Officer of McLaren Northern Michigan Region. The CFO will be a key partner to the CEO, the executive leadership team, clinical partners, Board members and staff in all MCLAREN NORTHERN MICHIGAN financial strategies, operations, goals, and objectives. The CFO will oversee MCLAREN NORTHERN MICHIGAN financial function and evaluate growth and service line opportunities, consistent with the system’s mission. The CFO is a vital member of the executive leadership team and leads all financial strategies and operations at MCLAREN NORTHERN MICHIGAN. The CFO will direct all financial activities at MCLAREN NORTHERN MICHIGAN to support all current objectives and future strategies. The CFO will develop and monitor financial performance against the annual budget. The new CFO will develop and implement financial policies and procedures as needed. In addition, the CFO will provide strategic financial management for the system as necessary. The ideal candidate will be a highly strategic financial leader and possess superb communication and presentation skills, coupled with the ability to oversee operations and evaluate financial processes and outcomes. The new CFO will be a collaborative and visible leader who maximizes growth and opportunities in a dynamic healthcare environment. The CFO is responsible for all financial reporting and the maintenance of the financial health of MCLAREN NORTHERN MICHIGAN. In addition to managing MCLAREN NORTHEN MICHIGAN overall budget, the CFO is also responsible for the system’s managed care contracts, vendor contracts and physician contracting, as well as decision support and the treasury function. The CFO will collaborate with the CEO to ensure that MCLAREN NORTHERN MICHIGAN revenue cycle is well-managed and optimized. The person in this role must be a passionate advocate for healthcare delivery system reform and will also provide leadership for all business and financial planning, internal controls, and oversight of accounting staff. McLaren Northern Michigan is a 202-bed regional hospital located in Petoskey, Michigan serving residents in 22 counties across northern Lower Michigan and the eastern part of the Upper Peninsula. More than 230 physicians represent nearly all medical and surgical specialties, enabling full-service care with an emphasis on cardiology, cancer, orthopedics, and neurosciences. McLaren Northern Michigan has a network of primary care providers and specialty care clinics throughout the region, and an outpatient surgery center in Cheboygan. It has achieved Magnet® status for nursing excellence, been named a Top 50 heart hospital in the U.S. by IBM/Watson Health, and received the highest national ratings from the Centers for Medicare and Medicaid Services for quality and safety.

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Chief Financial Officer Los Angeles, CA Reporting to the CEO, the CFO will serve as a key contributor to the company’s growth initiatives and a strategic business partner to the CEO, senior management team, and the Board of Directors. The ideal candidate must have experience as a senior financial executive (CFO, SVP Finance) in an expansion-stage, $25M $75M software company. Assuming overall responsibility for the financial excellence of the company, the CFO will: • Partner with CEO, COO and CRO to create and implement the organization's business strategies. • Produce forward looking, predictive financial models to provide insight into the organization's operations and business plans and proactively monitor and report progress. • Provide financial and operational mentorship as the company scales both strategically and cost-effectively. • Analyze company operations to help identify opportunities for improvement and/or optimization. • Create and implement processes to optimize the financial function and develop/report on KPIs. • Ability to manage Finance, Human Resources and Legal teams within the company. • Implement and integrate sales, accounting and forecasting software systems to enable real-time reporting and analysis. • Build corporate infrastructure to support growth. Ideal candidate will have a demonstrated ability to attract and hire a team and instill a culture of accountability. • Manage annual third-party, independent audit process including preparation for first-time audit. • Oversee banking relationships and proactively monitor financial and operational requirements (e.g. lines of credit, account balances). • Lead the production and review of weekly and monthly reporting metrics (e.g. KPIs, financial statements) to be shared with C-Level and/or the Board of Managers. • Ensure consistent execution and proper analysis of potential acquisitions, partnerships, and M&A prospects. • Ensure legal and regulatory compliance regarding all financial functions (e.g. tax reporting/filing). • Understand and review details of documents such as credit agreements, material purchase transaction documents, and legal contracts, etc. that may have financial implications to the business. • Work closely with sales and other functions of the business to ensure proper pricing, forecasting, revenue and operational expense analysis, and risk management objectives are achieved, and applicable policies implemented. • M&A experience including evaluation, negotiation and integration of potential add-on acquisitions. • Direct the fiscal functions of Edlio in accordance with generally accepted accounting principles. Summary of Qualifications: • 10+ years of demonstrable, progressive success in a senior financial role in a software company. Recent experience in the payments industry required. • Four year degree; advanced degree preferred. • Significant experience defining and operationalizing financial strategies. • Deep SaaS/software industry financial and strategic business modeling knowledge. • Proven history of managing the financial and operational expansion of a business through organic and M&A channels. • Strong understanding of software business economic and financial modeling. • Senior management experience including Board of Director and C-level interaction. • Prior success upgrading the quality of an organization’s financial infrastructure by improving budgeting, reporting, and internal controls. • Strategic thinker with exceptional technical skills, analytical ability, superb judgment and strong operational understanding of multi-unit business operations. About Edlio Edlio makes communicating with parents simpler. Powering 9,700 school and district websites in North America is Edlio's own easy-to-use content management system (CMS). And our new Parent Engagement App, Sangha, is a gamechanger for personalized school-to-home communication. With offices in Los Angeles, Mountain View, Austin, Chicago, Mexico City, and Vancouver, BC, Edlio knows what schools need to succeed. About LLR Partners LLR Partners is a lower middle market private equity firm committed to creating long-term value by growing our portfolio companies. We invest in a targeted set of industries, with a focus on technology and services businesses. Founded in 1999 and with more than $3 billion raised across five funds, LLR is a flexible provider of capital for growth, recapitalizations and buyouts. For more information about LLR and advice for scaling growth companies, visit our new website at

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