Chief Financial Officer (CFO)

Essential Functions/Responsibilities:

• Serve as the fractional CFO for a portfolio of clients across various industries.

• Responsible for the management of financial reporting presentation of performance dashboards and supplemental reporting. Review and validate financial work prepared by internal team members. Interpret financial statements to understand and communicate opportunities and threats to the client. Partner with CAP3Reveal team members to ensure the highest level of client service delivery.

• Evaluate key performance indicators (KPIs) and recommend improvements to drive profitability efficiency and successful accomplishment of client business objectives.

• Communicate financial information clearly to both financial and non-financial stakeholders.

• Maintain and improve client financial health through proactive management of liquidity debt and margin.

• Oversee budgeting cash flow management and financial forecasting processes for clients.

• Support capital planning financing activities and major investment decisions.

• Lead regular client communication meetings.

• Proactively counsel clients on how to strategically manage cash inventory other assets debt and profitability.

• Collaborate with other CAP3Reveal CFOs to engage in receiving and providing additional perspective and insight related to how to best support each clients success.

• Lead financial strategy development forecasting and scenario planning for each client.

• Proactively counsel clients on organizational and operational management and processes.

• Work with clients to understand their strengths weaknesses opportunities and threats.

• Assist clients in identifying short and long-term goals and develop strategic planning to help clients achieve those short- and long-term goals.

• Build trusted long-term relationships with client executives.

• Establish and develop relationships with external partners and other stakeholders that can benefit the clients current and long-term business and financial planning.

Our Core Values - The CAP3 EDGE

• Experience with QuickBooks Online or other Accounting Platforms

• Proficient with Microsoft Excel

• Experience managing/supervising staff and reviewing their work/issuing feedback

• Experience overseeing payroll policies

• Experience preparing and analyzing financial statements and variance reports

• Ability to adapt to new technology

• Strong attention-to-detail

• Professional organizational and communication skills

• Comfortable communicating and presenting to clients and other professionals

• Discretion integrity high ethical standard

• Welcoming of feedback/coachable

• Committed to ongoing personal and professional growth

• Multi-tasker

• Positive attitude

• Flexible able to prioritize and manage time well

• Desire to serve and deliver exceptional client service

Preferred Skills/Abilities:

• Comfortable with Microsoft Teams and various other web-based applications

Education and Experience:

• Bachelors or higher degree in accounting or related field required.

• Ten years of relevant experience required.

• Management accounting experience required.

• CPA License preferred.

Physical Requirements:

• Prolonged periods sitting at desk and working on a computer.

• Must be able to lift up to 15 pounds at a time.