Chief Financial Officer (CFO)

July 22

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CFRA Research

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Independent research. Indispensable results.

Forensic Accounting Research, Analytics & Advisory • Risk Mitigation • Idea Generation • Investment Research

51 - 200

💰 Private Equity Round on 2023-01

Description

• Responsible for overseeing all financial aspects of business and driving the company’s financial strategy and planning. • Reporting to the CEO, part of the Senior Leadership Team and will lead a global team of professionals.

Requirements

• Assess and evaluate financial performance against long-term operational goals, budgets, and forecasts. • Provide insight and recommendations to both short-term and long-term growth plan of CFRA. • Communicate, engage, and interact with Senior Leadership Team and Advisory Board. • Set goals and objectives for all staff that align with overall strategic objectives of the firm and create a unique team culture based on the core values of CFRA. • Review and analyze monthly financial results, along with user and usage information. • Prepare and present monthly financial budgeting reports including P&L by business unit, forecast vs. budget by business unit, and cashflow for company. • Develop and maintain monthly operating budget and annual company operating budget, to include income statement, balance sheet, and cashflow. • Manage the accounting functions and ensure application of appropriate internal controls and financial procedures. • Oversee preparation of monthly, quarterly, and annual financial statements. • Serve as key point of contact for external auditors, managing preparation and support of all external audits. • Oversee the preparation and timely filing of all local, state, and federal tax returns. • Administer, along with Human Resources, all commission and bonus plans for staff with sales organization. • Work with Human Resources to ensure all appropriate legal compliance. • Manage cash flow planning process and ensure funds availability. • Maintain outstanding banking relationships. • Oversee the processing of invoices, fulfillment of services, and collection of payments. • Monitor subscriptions such that customers are entitled with services that they have paid for. • Lead month-end activities and ensure revenue is recognized in accordance with GAAP. • Drive efficiencies through credit card processing while keeping merchant fees within budget. • Ensure timely response to client inquiries and elevate to appropriate leader when necessary.

Benefits

• 20 days of Vacation • 8 Sick Days • 1 paid volunteer day • 10-11 Holidays a year • Health, Dental, & Vision Insurance • Company paid Life & Disability Insurance • Competitive Pay • Annual Performance Bonus