Chief Financial Officer - Services

-1. Strategy, Planning and Management:

- Act as Chief Financial Officer and strategic business partner to senior executive leadership team.

- Assess and evaluate financial performance of organization with regard to long-term operational goals, budgets and forecasts. Provide insight and recommendations to both short-term and long-term growth plan of organization.

- Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments and make suggestions for automating processes and increasing working efficiency.

- Communicate, engage and interact with Board of Directors, CEO, COO and Executive Leadership Team.

- Create and establish yearly financial objectives that align with the company's plan for growth and expansion.

- Participate in pivotal decisions as they relate to strategic initiatives and operational models.

- Implement policies, procedures and processes as deemed appropriate by senior leadership team.

2. Financial Analysis, Budgeting and Forecasting:

- Prepare and present monthly financial budgeting reports including monthly profit and loss by division, forecast vs. budget by division and weekly cash flow by division.

- Review and analyze monthly financial results and provide recommendations.

- Identify, develop and execute analysis of business initiatives, product launches and/or new service offerings.

- Develop and maintain monthly operating budget and annual company operating budget.

3. Accounting :

- Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software.

- Review and ensure application of appropriate internal controls, compliance and financial procedures.

- Ensure timeliness and accuracy of financial and management reporting data for federal funders, foundations, investors and company's board of directors.

- Oversee preparation of monthly, quarterly and annual financial statements.

- Enhance and implement financial and accounting systems, processes, tools and control systems

- Serve as a key point of contact for external auditors; Manage preparation and support of all external audits.

4. Financial Management:

- Manage cash flow planning process and ensure funds availability.

- Oversee cash, investments and asset management area.

- Maintain outstanding banking relationships and strategic alliances with vendors and business partners.

5. Finance and Accounting Team Management:

- Guide larger, cross-divisional teams outside of direct span of control within the three main company divisions.

6. Taxation:

- Reviews and directs the work of staff tax accountants who keep financial records and prepare tax schedules, returns and related financial reports. Overseeing the work of auditors, compliance specialists and tax planners.

- To stay current of all government tax regulations at the federal, state and local levels and adjust corporate strategies accordingly to maintain compliance.