Finance Director - Denver, United States - Trilogy Financial

Trilogy Financial Denver, United States

1 week ago

Description

The Finance Director, reporting directly to the Chief Strategy Officer and senior management team, will oversee all of Trilogy's finance activities of the company, including financial planning, accounting, forecasting, budgeting, tax, treasury, lending, and internal audit functions.

The ideal candidate will possess strong attention to detail, proactive and strategic thinking, and the ability to foster positive relationships throughout the organization.

They will serve as the subject matter expert, collaborating cross-functionally to ensure alignment of financial strategies with business objectives.

Responsibilities include developing financial management strategies, enhancing financial reporting, and accounting functions, offering strategic and tactical financial support, providing guidance on corporate performance, operational guidelines, compliance, and M&A execution, and regularly reporting to the audit committee, shareholders, and the Board of Directors.

Essential Duties / Responsibilities
Set and execute on financial strategies that align to the Company's business plans; define the corporate financial strategy, manage financial capital, and communicate capital requirements/ implications of business decisions to executive team, Board of Directors, and shareholders
In partnership with the executive team, create, develop and deploy the necessary systems and processes to track and report key performance metrics (KPI's) for the business
Oversee the overall operations and effective performance of the finance department and staff
Identify opportunities to leverage technology to streamline processes, optimize efficiencies, and allow the business the scale
Oversee the preparation of financial statements, including income statements, balance sheets, cash flows, shareholder reports, tax returns and governmental agency reports, including management of back office and outsourced operational accounting and financial consolidation activities
Oversee preparation of reliable current and forecasting reports.

Ensure yearly budget preparation, cashflow preparation, functional team objectives and ensure compliance with all other internal and external reporting requirements.

Deliver comparisons and analytics of revenue, expense and profit projections to actual figures and adjust future projections and budgets as required
Manage relationships with independent auditors and audit committee, banking relationships as well as all third-party financial relationships
Performing risk management by identifying and addressing financial and other risks and mitigation strategies for the Company
Lead the organization's treasury management and capital structure optimization (including managing the Company's payment and reporting obligations to its third-party lenders)
Lead development of financial systems and outsourcing relationships that will allow the business to scale
Implement financial management policies, procedures, processes, and practices to ensure sustainable long-term financial health and optimize internal controls (including maintenance of the Company's risk register)
Management of Capital Expenditures; ROI planning and tracking, post implementation reviews as necessary
Coordinate an RFP process for the selection of a nationally recognized external auditor and start conducting annual financial audits
Have proficiency with NetSuite and Power BI for data visualization and creating insightful dashboards (including familiarity with connecting Power BI to various data sources)
Provide expertise in Power Query for data transformation and integration, ensuring data accuracy and reliability
Support M&A execution and post-closing integration activities
Compensation
Competitive base salary ($175K - $200K), annual bonus potential (25% target bonus), and benefits
Participation in the Company's long term incentive plan
Opportunity to directly invest in the Company and acquire common shares at FMV
Benefits Summary
Competitive Compensation
Comprehensive Health, Dental and Vision Insurance
Life and Disability Coverage
Paid Time Off and Holidays
Employee Advantage Program
Employee Assistance Program
401(k) matching
Eligible Profit Sharing
Career Development, Mentorship and Education
Team Events and Parties
Achievement Awards and Trips
Career path offers Work from Home options
Requirements
Minimum Qualifications
Internal or 3rd part auditing experience
At least 5 years of managerial experience in a financial role
Superior leadership skills with a demonstrated ability to build and mentor effective teams and form strong interpersonal relationships across the organization
Ability to work effectively with the Executive Team and Board to develop and manage strategic initiatives – able to build relationships of trust, confidence and respect with Audit Committee and broader Board of Directors
Thorough knowledge of legislation and regulations affecting organizational financial affairs and operations
Exemplary practical and technical knowledge of operational finance, back-office finance and accounting, and consolidation
Direct experience in the Asset & Wealth Management industry
Excellent communication and organization skills with a high attention for detail
Ability to manage projects to ensure objectives, budgets, and timelines are met.
Experience building and optimizing processes, systems and structure within a shared services environment Including the use of outsourcing relationships
Proven track record of leading and managing financial teams within a high growth environment
Excellent analytical skills combined with a practical, quantifiable, and structured approach to problem-solving (including proficiency in Power BI and Power Query)
Able to deal with people ethically, honestly and with integrity
Ability to think creatively and critically in a fast-paced work environment
Experience working alongside a private equity partner considered an asset, but not required
Education and Credentials
Possession of a professional accounting designation (CPA or CA)
Graduate degree in related discipline (MBA) preferred but not required
Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

#J-18808-Ljbffr

Director of Finance

3 weeks ago

Electric Coin Company Denver, United States

Job Description · Job DescriptionLocation: Remote · Type: Full-time · Company Overview: · Our mission at Electric Coin Co. is to empower economic freedom. To that end, we created and launched the Zcash digital currency in 2016. Today, along with other independent teams and develo ...
Finance Director

6 days ago

Affion Public Denver, United States

Incorporated in 1886, Greeley became a Home Rule City in 1958 with the Council-Manager form of government. The county seat of Weld County, Greeley lies 30 miles east of the front range of the majestic Rocky Mountains near the confluence of the Cache la Poudre and South Platte Riv ...
Finance Director

3 days ago

Colorado Government Finance Officers Association Denver, United States

Located about 35 miles west of Denver, on the eastern side of the Continental Divide, Clear Creek County, Colorado · (pop. 9,355, area 396 sq. mi.), · is naturally beautiful and central to state history. Within four national forests (Arapaho, Pike, Roosevelt, and San Isabel) an ...
Director of Finance

1 week ago

communityworks inc Denver, United States

Our Mission : CommunityWorks empowers the unemployed and those with barriers to employment to become self-supporting through job preparation and placement. Our vision is to see all jobseekers in our community employed and fulfilling their God-given potential. · Our History : Den ...
Director of Finance

1 week ago

Aparium Hotel Group Denver, United States

Position: · Director of Finance · Location: · Denver, CO · Job Id: · 412 · # of Openings: · 0 · Director of Finance · Clayton Hotel & Members Club | Denver, Colorado · Accepting Applications through June 21st, 2024 or until filled. · YOUR BENEFITS · Salary range: $90,000 ...
Director of Finance

4 weeks ago

Colorado Academy Denver, United States

Colorado Academy ("CA") seeks a highly analytical and technical accountant with expertise in accounting, budgeting, audit, non-profit tax and compliance, and finance. The ideal candidate will be initiative-taking, self-sufficient, collegial, and collaborative. The Director of Fin ...
Finance Director

3 weeks ago

Groundwork Denver Denver, United States

Job Description · Job DescriptionBenefits:Dental insurance · Health insurance · Paid time off · Vision insurance · Groundwork Denver Finance Director · POSITION OVERVIEWLocation: Denver, CO · Reports to: Executive Director · Work Schedule: Monday-Friday; 40 hours/week with varyin ...
Director of Finance

2 weeks ago

Halcyon, a Hotel in Cherry Creek Denver, United States

Job Description · Job DescriptionThe ultimate 'non-hotel,' Halcyon's 154-rooms blur the lines between hotel and gracious home with considered comfort, attention to detail and an impressive art collection. Adding to a level of thoughtful prestige is our proud accomplishment of bei ...
Director of Finance

1 week ago

The Association of Colorado Independent Schools Denver, United States

ACIS accredits, supports, and advances the interests of Colorado independent schools. · Colorado Academy ("CA") seeks a highly analytical and technical accountant with expertise in accounting, budgeting, audit, non-profit tax and compliance, and finance. The ideal candidate will ...
Director of Finance

3 weeks ago

Kimpton Hotel Denver, United States

NEW* Kimpton Claret Hotel at Belleview Station - Denver, CO Why We're HereWe believe heartfelt, human connections make people's lives better. Especially the people who work here. Our founder, Bill Kimpton rebelled against impersonal, generic hospitality that makes people feel dis ...
Director of Finance

6 days ago

Nevadacpa Denver, United States

Develop and implement financial strategies aligning with the company's business objectives. · Lead the finance team in financial planning, budgeting, and forecasting. · Ensure accurate financial reporting and compliance with local, state, and federal regulatory standards and legi ...
Director of Finance and Accounting

1 week ago

IQ Clarity Denver, United States

We are working with an award-winning, creative marketing agency who is seeking their next Director of Finance & Accounting. You will be pivotal in managing and optimizing our financial operations. You will be responsible for overseeing all financial activities, ensuring complianc ...
Assistant Director of Finance

1 week ago

Sage Hospitality Group, LLC Denver, United States

Supervise and coordinate the Accounting Operations in the hotel to ensure accurate, timely and consistent reporting in accordance with policies and procedures, Federal, State and local laws and regulations. Assist and support the Director of Finance Director, Finance, Accounting, ...
Director (Manager) of Finance

16 hours ago

Eagle Valley Transportation Authority Denver, United States

Eagle Valley Transportation Authority (EVTA) Director (Manager) of Finance · BACKGROUND: · The EVTA was formed by a vote of the registered electors of the Town of Avon, Town of Eagle, Town of Minturn, Town of Red Cliff, Town of Vail, Beaver Creek Metropolitan District, and Eagl ...
Assistant Director of Finance

1 week ago

Sage Hospitality Group Denver, United States

**Why us?** · The Maven is a unique 172-key hotel located in the heart of Dairy Block of LODO. Our lobby eliminates traditional boundaries, creating a connection between The Alley and hotel, becoming an inviting space to both Denver locals and hotel guests. We appreciate attentio ...
Assistant Director of Finance

3 days ago

Sage Hospitality Denver, United States

Why us?: · The Maven is a unique 172-key hotel located in the heart of Dairy Block of LODO. Our lobby eliminates traditional boundaries, creating a connection between The Alley and hotel, becoming an inviting space to both Denver locals and hotel guests. We appreciate attention ...
GTM Finance Director

4 days ago

Cribl, Inc Denver, United States

Cribl, Inc · GTM Finance Director · Denver , · Colorado · Apply Now · What does that mean? It means we are a serious company that doesn't takeitself too seriously; and we're looking for people who love to get stuffdone, and laugh a bit along the way. We're growing rapidly - ...
Director of Finance and Accounting

2 days ago

IQ Clarity LLC Denver, United States

We are working with an award-winning, creative marketing agency who is seeking their next Director of Finance & Accounting. You will be pivotal in managing and optimizing our financial operations. You will be responsible for overseeing all financial activities, ensuring complianc ...
Director of Finance and Accounting

1 week ago

IQ Clarity LLC Denver, United States

We are working with an award-winning, creative marketing agency who is seeking their next Director of Finance & Accounting. You will be pivotal in managing and optimizing our financial operations. You will be responsible for overseeing all financial activities, ensuring complianc ...
Area Director of Finance

1 week ago

Sage Restaurant Group Denver, United States

Sage Hospitality Group · Area Director of Finance · in · Denver , · Colorado · Why us? · Position salary range: $145,000 - $155,000 annually · Job Close Date: June 7th, 2024 or until filled · Found at the intersection of timeless elegance and modern luxury, · The Oxford Hot ...

Finance Director - Denver, United States - Trilogy Financial

Description

Director of Finance