Chief Financial Officer (CFO)

Job Summary:

The Chief Financial Officer leads and ensures the finance function supports Jenzabar’s (“the Company”) fiscal requirements while facilitating the Company’s growth.  They work collaboratively with the entire Senior Leadership Team (“SLT”) team to set the strategic direction for the Company’s growth and success.  The CFO partners closely with the senior leadership team members and with key teams/members of Sales, Marketing, Product Development and Client Services for the same purposes. This position is also responsible for and oversees the Company’s IT, Security and Systems functions.

The CFO will be expected to lead and scale the company from our current stage through our IPO and continue to grow in the coming years. Leading an IPO experience in the past five years as a CFO is required.  They will take ownership of the entire IPO process with the CEO, from pre-IPO to post and participate with the CEO on the IPO road show in 2023. Background in growth-stage technology businesses is desired.  The CFO is a change agent and a highly process-oriented leader, which is required to lead the transformation and scale of the company.  To effectively and professionally present to and engage with a wide range of audiences in/out-side of finance and in/out-side the company, they must have excellent leadership capabilities, proven business partnering and outstanding communication skills.

As the finance leader and member of the SLT, it is essential to have: 1.  the ability to build and foster professional relationships, and 2.  the capability to develop innovative ideas and entrepreneurial solutions.

The CFO leads a finance team across various Company verticals and drives, builds and scales the company’s finance organization. This position is a strategic partner to the leadership and management teams across Jenzabar to focus on the Company’s fiscal management and the Company’s continued growth.  More specifically, the CFO leads key areas of the finance function including strategic planning, financial planning & analysis, forecasting and reporting along with finance business partnering with internal and external business constituents.  

This individual will offer quality, meaningful analyses, and financial perspectives necessary for corporate decisions, strategic and operational planning. They will also have significant experience in establishing and or improving efficient business and financial planning processes, budgeting, building strategic frameworks and financial models, driving critical financial decisions, assessing corporate model changes and generating timely financial and management reports.

As the leader of the IT, Security and Systems functions, it is the responsibility of the CFO to develop the strategy as it relates to the Company’s IT infrastructure, Systems and Security, ensuring that all areas of the organization are productive, secure, and utilizing best practices and systems.

Roles, Responsibilities & Accountabilities:

The CFO must be a nimble, innovative finance professional who thrives on the growing the company and enjoys working in a super-charged and evolving environment.

• As a trusted advisor, partners and works collaboratively with the CEO and the Senior Leadership Team on strategic initiatives, budgeting, reporting and operational models
• Ability to lead the budgeting process that strikes the right balance between discipline, simplicity, flexibility, best practice, and growth
• Strong leadership skills and self-awareness to have the right influence on the executive team and the rest of the company
• Provides strategic guidance around capital financing options to support company growth needs
• Develops and coordinates the relationships with lending/financial institutions
• Creates and establishes the annual financial plan that aligns with the company’s plan for growth and expansion
• Provides insight and recommendations for short- and long-term growth plans of the organization
• Assesses and evaluates financial performance of the organization – managing operational goals, budgets and forecasts
• Supports business teams with sound analytics and decision making around pricing, partnerships and key contracts
• Identifies, acquires and implements systems and software to provide financial reporting and to automate processes as needed
• Ensures that appropriate financial and compliance processes and procedures are in-place and working
• Lead financial planning and analysis; assists senior management in financial planning and results management. Work with other team members to understand revenue and cost drivers and define appropriate reports for tracking.
• Coordinating, preparing and reviewing monthly, quarterly, and annual reports
• Coordinating and/or preparing tax schedules, returns and information
• Managing all tax planning and compliance with all required federal, state, local, payroll, property and other applicable taxes
• Support M&A efforts with insightful financial analysis and due diligence
• Enhance and further develops a dynamic, high-performing finance team, working cross-functionally with the other functions in the Company
• Review long-term financial plans and analyses, including budgeting, forecasting, resource management and multi-year financial plans
• Develop and maintain the annual operating plan and monthly operating budgets
• Ensure that all key stakeholders are provided with accurate, timely and relevant financial reporting which is meaningful to the business; prepare and present monthly financial budget reports including monthly P&L, forecast vs. budget and cash flow
• Analyze monthly financial results and provide recommendations; analyzing company's financial results with respect to profits, trends, costs and compliance with budgets. Issue regular status and ad hoc reports to senior management. 
• Identify, develop and execute analysis of business initiatives, new product/service offerings and margins
• Strategic thinker with excellent written and verbal communication skills. Demonstrated ability to express ideas logically, cogently, and persuasively. Has exceptional presentation skills and effectively communicates details to audiences with the appropriate level of detail required.
• Complete fluency in all financial and operational domains, including accounting, FP&A, internal controls, audit, treasury, risk management, budgets and forecasting, understanding of M&A and integration, strong understanding of GAAP
• Strong work ethic
• Proven strategic thinker and problem solver when it comes to competitive strategy, business models and resource allocation.
• Ability to take ownership of complex, multi-faceted, open-ended problems and drive them to completion proactively
• Ability to adjust to changing priorities, requirements and deadlines in a rapidly growing fast paced organization

Prior Experience & Qualifications:

It is critical that this person has spent time in large, private and public organizations, is comfortable in a highly visible role, at the same time is capable and willing to roll up their sleeves and operate within a dynamic company.

• Experience leading an IPO is required
• Bachelor's degree in Finance or Accounting (CPA preferred)
• Minimum of 15 years of accounting and financial experience in finance leadership roles within technology, computer software companies
• Public company experience coupled with small/high-growth software company familiarity
• M&A finance experience (international & domestic) including performing due diligence and post close integration
• Prior success Interacting with venture capital partners and board of directors
• Highly analytical skills with strong business acumen and the ability to transition between the strategic and operational/tactical arenas
• Proven experience leading a global team and ability to influence cross-functional initiatives
• Hands-on leadership skills with a pragmatic business-focused approach to the delivery of service and projects alike
• Proven ability to lead and motivate teams: achieving organizational focus on key priorities, providing clear direction, delegating, actively communicating and coaching/mentoring
• Outstanding communication, organization and presentation skills
• Strong organizational skills, attention to detail, ability to prioritize and meet deadlines
• Directs all aspects of accounting operations and financial reporting
• Developing and maintaining all necessary accounting policies and systems, including general ledger and financial reporting. Ensuring that records are maintained in accordance with generally accepted accounting principles.
• Effective management of cash flow
• Organize/build an accounting/finance department as the Company grows
• Expert Excel skills
• Decisive and action-oriented, as necessary
• Other finance, leadership and administrative duties as required

The pay range for this position is $175,000-$250,000/year; however, base pay offered may vary depending on job-related knowledge, geographic location, skills, and experience. This position is eligible for an annual bonus in addition to a full range of benefits. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed.