Chief Financial Officer

Berrydunn Valuation - Amherst, NH

Full-time - Senior

Amherst, NH

About the position

The Chief Financial Officer (CFO) at Fulcrum Associates is a leadership role responsible for ensuring the financial health, stability, and growth of the organization. The CFO will oversee all finance activities, including financial planning, budgeting, forecasting, financial reporting, risk management, and investment decisions. This position plays a crucial role in promoting a culture of innovation and supporting sustainable growth within a reputable construction management firm.

Responsibilities

• Deliver fact-based, easy to understand information about the economics of the organization.
• Promote a culture of innovation that supports a sustainable growth plan for the company.
• Identify and analyze financial and operational risks that can impact the organization's financial health and stability.
• Supervise Office Manager and Accounting Team (Accounting Clerk, Accounts Payable Manager, and Assistant Controller).
• Safeguard accurate and timely preparation of financial statements.
• Ensure staff compliance with accounting principles and standards.
• Conduct comprehensive annual evaluations of employee performance, accomplishments, and areas for improvement.
• Engage in regular check-ins with staff to discuss progress, address challenges or concerns, and provide feedback and support.
• Assure adherence to GAAP.
• Establish and manage Accounting Department policies and procedures.
• Produce and analyze timely monthly financial reports including balance sheet, income statement, statement of cash flows, and pertinent financial ratios.
• Identify and report on areas of the company that are most efficient and how the company can capitalize on this information.
• Assure monthly project billings are processed timely and assist project managers as needed.
• Review/analyze monthly status of projects with project management.
• Manage the usefulness and reliability of current project management software (Procore) and initiate changes where necessary.
• Strategic and tactical cash and income planning, forecasting, and investing.
• Prepare and oversee annual audits (including workers' compensation, general liability, and financial audits).
• Oversee and execute tax strategies for the company with the aid of ownership and outside CPA firm.
• Manage insurance renewals for property, workers' compensation, general liability, and vehicles.
• Act as a trusted liaison between Fulcrum and its inside and outside partners.

Requirements

• Bachelor's degree (Masters/MBA preferred) in Accounting or Finance with 5-10 years' experience related to project or construction management.
• A successful track record of excellent financial management with increasing responsibilities.
• Knowledge of database and accounting computer application systems; ideally with Sage 300 for Construction and Procore Project Management for Construction.
• Excellent people skills, with experience collaborating in a dynamic environment.
• Excellent verbal and written communication skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Ability to prioritize tasks and delegate them when appropriate.
• Ability to function well in a high-paced and at times stressful environment.
• A fun, family-oriented mindset.