- Maintain fixed asset register, depreciation and amortization schedules, and prepare 13-week cash flow
- Prepare weekly flash reports and monthly/quarterly board meeting presentations
- Oversee all FP&A reporting functions, building out and expanding additional reporting details as required by firm leadership, project stakeholders/clients, and potential investors
- Establish, track, and analyze KPIs such as profitability by customer and product to drive business insights
- Spearhead annual budgeting process
- Regularly participate in bi-weekly, monthly, and quarterly board calls. Maintain a strong working relationship with all members of leadership and PE partners.
- Assist sales team with pricing and costing analytics
- Prepare monthly FS including CFS, EBITDA add backs, Revenue detail, COGS detail, Opex detail, bank covenants, NWC, CapEx, comparisons to budget and prior year
- Analyze capex projects (i.e. ROI analyses)
- Act as the liaison between the firm and its investment partners
- Become NetSuite super-user to leverage all capabilities, deliver insights, and help guide decision-making
- Assist with audit and tax communications and information requests
- Recommend and implement revenue enhancing or cost saving insights as identified
- Oversee and provide mentorship to other accounting resources
- Bachelors Degree in Accounting or Finance, MBA preferred.
- CPA or CFE certification preferred but not required.
- 8+ years of work experience in an accounting or finance position with 3+ years in an M&A, TAS, or QofE focused role is ideal. A combination of public accounting and industry work is desired.
- Work experience in food & beverage or manufacturing is required
- Oracle NetSuite ERP experience
- Bilingual (Mandarin) is desired, but not required
- Familiar and eager to work in an entrepreneurial organization that is poised for high-growth
Director of Finance - Dallas, United States - BT Finance Executive Search
Description
OPPORTUNITY
Our client is a global food manufacturer that has delighted customers with authentic flavors of Asian, Latin, and other international appetizers and entrees for over 30 years. Their organization has doubled in size in the last 5 years and they specialize in private label food production or co-manufacturing products with their clients. Based in the Dallas area today, their products can be found in over 60% of food retailers nationwide.
Reporting directly to firm ownership, this Finance Director position is a unique opportunity for highly motivated and detail-oriented professional with a strong understanding of running financial operations within the food & beverage manufacturing space. As the Director of Finance, you will be the primary expert for all FP&A initiatives within the company.
SCOPE OF WORK
IDEAL CANDIDATE PROFILE
BT EXECUTIVE SEARCH
BT Finance Executive Search, LLC excels in connecting accomplished finance, accounting, and executive leadership talent with top companies in the Southeast. Our recruiting experts work diligently to shape the future of leadership through deep industry knowledge and a commitment to excellence, enabling us to forge unmatched connections between leading companies and the best talent.
Bennett Thrasher Finance Executive Search differentiates itself by emphasizing strong client relationships and our recruiting team is dedicated to finding the right opportunities for individuals, making placements, and ensuring professional and personal growth. The division's commitment to fostering these relationships sets it apart in the competitive senior level talent acquisition landscape.
BT Finance Executive Search, LLC, follows all applicable EEO laws, and our commitment to diversity, equity, and inclusion extends throughout our recruitment practice for all clients. We actively seek to attract talent from diverse backgrounds and perspectives.