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    Finance Director - Denver, United States - Trilogy Financial Services, Inc

    Trilogy Financial Services, Inc
    Trilogy Financial Services, Inc Denver, United States

    3 weeks ago

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    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.

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