Chief Financial Officer - Venture Capital/Private Equity/Financial Consulting Firm - CA/CMA/CPA

Chief Financial Officer

Company Brief :

Company's mission to bring family businesses and startups together for Xponential growth to solve hard problems faced by startups, we need a team that embraces a challenge, the people who are driven, passionate and collaborative. We also need people who bring experience, industry expertise and networking.

Roles and Responsibilities :

- Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.

- Oversee investment of funds and works with investment bankers to raise additional capital required for expansion.

- Responsible for fund raising initiative of the company for current and future investments.

- Managing the performance monitoring of various businesses and investments through leading indicators.

- Advising company on merger and acquisitions of target companies.

- Execute the financial strategy of the company.

- Ensure full transparency over the financial performance of the company.

- Provide advice on how to increase revenue and reduce costs.

- Effectively and clearly communicate potential risks in a timely manner.

- Propose action plans to ensure that annual financial objectives are attained.

- Support the CEO with the preparation of monthly and annual financial plans.

- Preparing and analyzing financial statements and profit and loss reports.

- Designing financial models that will benefit different operating initiatives.

- Oversee all financial decisions, such as budgeting and auditing.

- Analyze operations to identify areas in need of reorganization, downsizing, or elimination.

- Works with the President and other executives to coordinate planning and establish priorities for the planning process.

- Identifies opportunities for expansion into new product areas.

Qualification :

Quality of Experience :

- 12+ years' experience in a senior financial managerial position

- Excellent analytical and organizational skills.

- Proficient in database and accounting computer application systems.

- Excellent written and verbal communication skills.

Preferred Industry : Finance