CFO

Job Description

Job Description

Job Summary/Overview: The employee in the role of Chief Financial Officer will serve as the Company's senior finance leader in a lean, hands-on, public-company environment. This is not a strategic-only CFO role. It is a working, player-coach position responsible for the integrity, transparency, and usefulness of the Company's financial information and for the leadership of a small finance and accounting team. The CFO will directly oversee the close process, technical accounting, external reporting, PCAOB audit support, quarterly reviews, internal controls and SOX-related disciplines, treasury and banking activities, debt and cash management support, accounts receivable and collections processes, tax coordination, finance systems and process improvement, and related governance responsibilities. The individual must be capable of leading people, managing third-party providers, working cross-functionally, and personally operating in the details that matter to ensure that the financial statements are accurate, transparent, well-supported, and understandable to business leadership.

Essential duties/responsibilities:

Finance, Accounting & Close Leadership

Lead the monthly, quarterly, and annual close process, including accruals, reconciliations, review procedures, close-calendar discipline, and final financial statement readiness.

Oversee the integrity of the general ledger and all material balance sheet and income statement accounts, including cash, accounts receivable, accounts payable, inventory, fixed assets, debt, intercompany activity, reserves, and other key accounting areas.

Direct and review work across a small finance and accounting team of approximately seven individuals, including clerical and administrative accounting support, general ledger resources, treasury support, and the Controller function.

Establish strong review and posting discipline so that entries recorded in the financial statements are accurate, visible, traceable, and understandable, rather than merely supported somewhere outside of the statements.

Monitor balances, trends, unusual transactions, and variances across the business and drive timely issue identification, root-cause analysis, corrective action, and follow-through.

External Reporting, Audit, Controls & Compliance

Manage and heavily review the preparation of Forms 10-Q and 10-K, supporting schedules, disclosures, footnotes, and related external reporting workstreams.

Serve as the primary company contact for the independent registered public accounting firm and lead quarterly reviews, annual audit support, PBC coordination, issue resolution, and overall audit readiness.

Oversee the Company's internal controls, SOX-related disciplines, compliance support, control design, execution, documentation, testing coordination, remediation, and continuous improvement of the control framework.

Manage the Company's external outsourced CPA resources supporting SEC filings, technical accounting, and related reporting activities.

Support proxy, board, annual meeting, and other public-company compliance materials as needed.

Treasury, Banking, Debt & Working Capital Management

Oversee treasury operations, including cash positioning, banking relationships, account structures, account openings, cash controls, liquidity visibility, and related treasury administration.

Support debt management activities, lender-related requirements, covenant and reporting support, and other financing or capital-structure workstreams as needed.

Oversee accounts receivable and collections processes to improve discipline, transparency, escalation, and cash conversion.

Provide visibility into working capital performance, including receivables, payables, inventory, and cash flow drivers, and recommend corrective action where needed.

Tax, Entity Management, Governance & Investor Support

Manage the coordination of income tax returns and related tax support through third-party service providers, while ensuring timely, accurate, and well-organized information flow.

Support legal-entity administration and finance-related organizational structuring, including coordination around entity setup, maintenance, documentation, and related financial implications.

Provide board support and limited investor-relations support, including presentation materials, financial explanations, and direct participation in selected board discussions when appropriate.

Collaborate with executive leadership and cross-functional partners to ensure finance is a clear, credible, and responsive business partner to the organization.

Systems, Process Improvement, SOPs, Handoffs & Transparency

Lead finance systems, process improvement, SOP development, and handoff clarification across close, reporting, treasury, collections, and accounting workflows.

Reduce single-point-of-failure risk through stronger documentation, ownership clarity, recurring procedures, and scalable process discipline.

Use ERP and financial systems knowledge to review transactions, extract and analyze data, solve issues quickly, and improve reporting visibility and operational reliability.

Ensure financial reporting transparency such that business leaders can understand what occurred, what the transactions relate to, and where the supporting detail resides.

Drive a culture of accuracy, accountability, responsiveness, and financial clarity across the finance organization.

Job Requirements and Qualifications:

Education: Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred

Experience: Significant experience in senior public-company accounting and finance leadership roles, including direct ownership of close, external reporting, audit support, controls, treasury, and team leadership

Other Knowledge, Skills and Abilities:

Strong technical accounting foundation with direct experience supporting Forms 10-Q and 10-K.

Deep familiarity with PCAOB audit support, quarterly reviews, internal controls, and SOX-related processes.

Strong knowledge of close management, reconciliations, financial statement review, and reporting transparency.

Ability to operate as both a finance leader and a hands-on doer in a lean environment.

Experience managing third-party providers, including audit, tax, and outsourced reporting resources.

Strong treasury, cash management, banking, collections, and working capital oversight capability.

Strong ERP and financial systems capability; Great Plains or similar legacy ERP experience is valuable.

Strong analytical, problem-solving, communication, and cross-functional leadership skills.

Ability to present financial matters clearly to executive leadership, auditors, and the Board.

Work Environment/Other information (travel required, physical requirements, on-call schedules, etc.): Work in remote home office; some travel may be required; role requires responsiveness during close, filing, audit, and other critical reporting periods