- Month-end and quarter-end close activity
- Review of financial statement and related presentation to HQ
- Ongoing consolidation of all financial data and related reporting
- Coordination, oversight, and liaison activities necessary to work through audit with external audit firm
- Manage team of 5-7
- Financial planning, analysis, budgeting and forecasting
- Review of financial operations for business units
- Rolling forecast, Treasury support as needed
- Review of current and implementation of new KPIs
- Data analysis
- Board deck preparation and presentation
- Acquisition support / Integration of as needed
- Monitor and analyze performance of other industry competitors
- Identify coming trends and apply potential process/product changes to enhance competitiveness
- Work with Servicing group to provide analysis on various loan portfolios
- Management and renewal of all business licenses necessary for state loan originations
- Work with different departments to ensure compliance maintained
- Research, identify, and ultimately work with new funding partners and necessary agencies on due diligence requests
- Ongoing review of company policies and procedures with executive team and improving / modifying as necessary
- Bachelor's in Accounting and or Finance
- CPA (pref if Finance or other degree) and or MBA
- 12-15+ years corporate accounting & finance experience in a small to mid-size business
- Prior experience serving in a Controller type role
- FP&A background, KPI and Deck preparation
- Financial Services industry experience preferred (exact sector discussed with selected candidates) Loan accounting / Servicing
- Well-rounded, business-minded, and entrepreneurial This is a business partner and advisory role supporting a smaller OpCo of larger corporate entity
vp financial operations - Boca Raton, United States - Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search
Description
***** Thanks for your interest. SFLA based or currently relocating candidates only please*****
VP Financial Operations
Excellent opportunity for ambitious, business minded, finance leader with a well-rounded background in both Accounting and Finance. Hands-on leadership role managing the controllership function and related team, as well as taking the lead and preparation of all FP&A, budgeting and forecasting activities. This will include quarterly and ad hoc management reporting to Executive team and BOD. Will also be able to leverage business acumen and entrepreneurial spirit by working with executive team in evaluating potential new business partnerships, acquisitions, and outside additional funding. Lead finance role and adviser to President of this operating company, ultimately reporting up into, and working with and serving as a bridge to the larger corporate entity. In office role working with leadership team daily. Base, bonus, and equity eligible compensation available. Commensurate with candidate level and related industry experience. $250-300k +
Oversight of all controllership functions and accounting operations
FP&A and Operational Finance
Industry related responsibilities
REQUIREMENTS: