Part time Virtual CFO

Part-Time Virtual CFO Clear Insight provides virtual CFO and accounting services with a non-traditional approach to finance. We have an amazing team of virtual accounting professionals who provide professional Virtual CFO Services. What is unique about our people is that they are all entrepreneurs, which means that we are entrepreneurs helping entrepreneurs. We hire independent consultants that we then place with business owners looking to grow and expand their company.This role is for a goal oriented and natural business leader with an entrepreneurial mind. Creative ideas and solutions come easily to you. You will work with small to medium size business owners on a part-time basis in a wide range of industries responsible for delivering company-wide financial planning, accounting, forecasting, variance reporting and strategic business analyses. The ideal candidate will serve as a key partner to business executives in shaping strategic decisions, evaluating and prioritizing investment alternatives, maintaining strong focus on shareholder value creation and driving financial accountability across the organization. You will also possess strong personal and professional integrity, top-notch analytical skills, and a commitment to collaboration, integration, and company growth. Job Responsibilities: Financial Management and OversightLead all fiscal and fiduciary responsibilities for the organizationOversee the implementation of effective policies and procedures and robust internal controlsSupervise team to ensure the integrity and reliability of all accounting functions, including receipts; disbursements; purchasing; payroll; invoicing; bank reconciliation; grants management and reporting; cash flow management; and audit preparationDirect the monthly and annual close processes and ensure production of timely, accurate and compliant financial reportsOversee the annual audit process; liaise with external auditors and the Audit Committee of the Board of DirectorsInteract with the Board of Directors if necessaryOversee relationships with banks and other financial institutionsReview financial systems and processes; identify opportunities for improvement; and implement enhancementsOversee the annual and multi-year budgeting process, as well as the effective use of systems and tools required for implementation and reinforcement.Build and relay timely and accurate revenue and expense models and forecasts enabling management to make effective business decisions.In collaboration with functional leaders, gather and prioritize organization-wide resource and investment requests.Produce management reporting tools assessing the financial performance of various business segments and solutions, as well as evaluate the ROI of key investments.Collaborate cross-functionally on M&A opportunities including performing opportunity assessment, valuation analysis, due diligence, and liaising with external advisors (bankers, accountants, and law firms)Recruiting, leading, managing, mentoring and motivating a high performing small team of Finance personnel.Recommends effective options for the structure of new or renewing client contracts utilizing extensive knowledge of revenue recognition methodologies and margin goals.Participates in the evaluation and integration of corporate development opportunities.Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance.Participate in the development of the Company's strategic plansEnhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the corporation.Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position.Financial Analysis and PlanningLead annual budgeting and planning process; review and administer all financial plans and budgets; monitor progress and changes; keep leadership team abreast of the organization's financial statusDrive long-term financial forecasting and budgetingDevelop and provide timely and accurate analysis of budgets, financial reports and financial trends in order to assist the Board and senior executives in performing their responsibilities.Develop a reliable cash flow projection process and reporting mechanism, which includes a minimum cash threshold to meet operating needs.Oversee the annual financial audit and manage the relationship with the external audit team.Education and Required Skills: CPA/CA/CMA Designation10 years of proven controllership and/or operational finance experienceTrack record of excellence, experience and entrepreneurial driveDesire to work directly with business owners and foundersAbility to identify and assess financial issues and prepare effective client focused solutionsExpert technical knowledge of financial statements and financial modeling and reporting techniques.Strong business acumen with an ability to make sound business decisions leveraging data analysis. Ability to identify key business drivers to align finance department resources against the most important needs of the business.Strong knowledge of financial systems used for planning and forecasting of business revenues and expenses.Collaborative leadership style with proven ability to effectively communicate with functional leaders across the business, as well as the Board, to guide and evaluate financial decisions.