About the position
The Finance Director is a key leadership position within the organization, driving financial strategy and operational efficiency. Tasked with the development and implementation of the Finance Strategy & Plan, this director ensures robust budgeting and forecasting processes are in place to meet the organization's financial targets and support strategic decisions. Overseeing financial reporting and compliance, the Finance Director guarantees accuracy, transparency, and adherence to applicable laws and regulations across multiple states. The role also encompasses the management of multi-state compliance, ensuring that the organization's financial operations meet diverse jurisdictional requirements. With a focus on Leadership, Management, and Accountability (LMA), the Finance Director is integral to fostering a culture of fiscal discipline and proactive financial management. CLC uses the EOS (Entrepreneurial Operating System) as an operating system for the company. All management positions are expected to use and understand the tools provided through EOS.
Responsibilities
- Lead, Manage, Accountability (LMA)
- Maintain CLC Culture
- Demonstrate CLC's Core Values
- Vision alignment with organization's Vision Traction Organizer (VTO)
- Performance management for direct reports
- Serve as a backup for all accounting functions
- Develop and implement financial strategies that align with the company's overall vision and goals
- Provide strategic recommendations to the CEO and members of the executive leadership team
- Continuously analyze processes to identify areas for improvement, enhancing efficiency, reducing costs, and improving quality
- Monitor metrics, identify emerging issues and escalate for resolution
- Lead financial planning, budgeting, and forecasting processes, ensuring they adhere to EOS principles
- Monitor Budget Performance
- Perform financial forecasting to update future performance results and for new service lines and opportunities
- Collaborate with department leaders to understand their plans and assess their impact on the organization's overall financial strategy
- Oversee the preparation of all financial reporting, ensuring accuracy and timeliness
- Oversee the finance department's operations, including accounts payable, receivable, tax compliance, and budget administration
- Review and present financial reports to executive leadership team members and Board of directors
- Ensure all financial deadlines are met including taxes, audits, payroll, monthly reporting, etc.
- Ensure compliance with state, federal, and local financial legal requirements
- Identify and manage financial risks, implementing risk management policies and procedures
- Ensure effective internal controls are being used and monitored
- Ensure timely registration and renewal of business licenses across multiple states
- Monitor state-specific registration requirements and deadlines for each location
- Coordinate with legal and finance teams to manage registration fees and documentation
- Maintain accurate records of state registrations, certificates, and permits
- Stay informed about changes in state business registration regulations and adjust processes accordingly
- Communicate efficiently and effectively with team members
- Embrace technology and automation to increase efficiency of systems and processes
- Support and coordinate with other departments
- Other duties as assigned
Requirements
- Bachelor's Degree in Accounting, Finance, or related field
- MBA or CPA preferred
- Proven experience as a Finance Director or similar role, ideally in a multi-state organization
- Strong understanding of financial statistics and accounting principles
- Strong business acumen and industry expertise
- Excellent mentoring, coaching, and people management skills
- Outstanding communication and interpersonal abilities
- Expert at Generally Accepted Accounting Principles (GAAP)
- Expert accounting skills
- Excellent verbal and written communication skills
- Excellent time management and organizational skills with high attention to detail
- Highly proficient Excel skills including knowing or learning Power Query and PowerBI functions
- Highly proficient in QuickBooks desktop
- Ability to build and maintain positive relationships with colleagues
- Experience in educating and coaching staff
- Experience in following and maintaining workplace privacy
- Ability to give presentations
- Competency in Microsoft applications including Word, Excel, Outlook and PowerPoint
Nice-to-haves
- Professional services background
- Knowledge of the Entrepreneurial Operating System (EOS)
Benefits
- Employer-paid health insurance plan
- Voluntary dental and vision insurance
- Dental/Vision Consumer Driven Health annual benefit of $1,200
- Two optional FSA plans
- Employer-paid Life, AD&D, and Long-Term Disability insurance
- SIMPLE IRA program
- Paid time off accruing from day one
- Employee Assistance Program (EAP)
- Flexibility to work from home
- Home office allotment
- Access to IT concierge services
- Career development training
- Educational opportunities
- Collaborative and respectful workforce
