Chief Financial Officer

TRAK Group; Olde West Chester (OH); Presencial; USD 120 000 - 200 000; Tempo integral

Resumo da oferta

TRAK Group in West Chester, Ohio seeks a Controller to oversee all financial operations including accounting, budgeting, and reporting. The CFO will lead a finance team, strengthen internal controls, and partner with executives on strategic planning.

This role requires GAAP expertise, CPA preferred, and proven ability to scale finance processes while ensuring regulatory compliance and timely audits.

Qualificações

• Proven leadership experience in accounting/finance, preferably within an annuities organization.
• Bachelor's degree in Accounting, Finance or related field; CPA/CMA preferred.
• Strong knowledge of GAAP and financial reporting.

Responsabilidades

• Manage all accounting operations.
• Coordinate budget preparation and forecasts; report variances.
• Prepare and publish timely monthly financial statements.
• Coordinate regulatory reporting.
• Lead the annual audit process with external auditors.

Conhecimentos

Financial analysis

Budgeting

GAAP knowledge

Regulatory reporting

Leadership

Audit coordination

Problem-solving

Attention to detail

Formação académica

Bachelor's degree in Accounting or Finance

CPA or CMA preferred

Ferramentas

Accounting software

MS Office

Descrição da oferta de emprego

Chief Financial Officer Setting/Hours: 100% in Office| Full-time Compensation: Base + Bonus + Equity Join trak group in partnering with a growing client, who has had success building companies into billion dollar organizations rapidly. Job Title: Controller Location: West Chester, Ohio Job Description: The CFO will be responsible for overseeing all financial operations of the company, including accounting, budgeting, financial reporting, and internal controls. This role requires a strategic thinking and tactical execution, proven experience growing previous organizations, and the ability to lead and develop an accounting and finance team.

Key Responsibilities:

• Manage all accounting operations
• Coordinate the preparation of the budget and financial forecasts and report variances.
• Prepare and publish timely monthly financial statements.
• Coordinate the preparation of regulatory reporting.
• Research technical accounting issues for compliance.
• Support month-end and year-end close process.
• Ensure quality control over financial transactions and financial reporting.
• Develop and document business processes and accounting policies to maintain and strengthen internal controls.
• Manage and comply with local, state, and federal government reporting requirements and tax filings.
• Lead the annual audit process, including liaising with external auditors and the Board of Directors.

Qualifications:

• Proven prior experience in a leadership Accounting and Finance role within an annuities organization
• Bachelor's degree in Accounting, Finance, or a related field;CPA or CMA preferred.
• Strong knowledge of GAAP and financial reporting.
• Proven ability to build a team and accounting and finance processes
• Experience with state expansion filings and state regulators
• ability to get their products intonew markets
• Experience dealing with ratings agencies such as AM Best
• Proficient in accounting software and Microsoft Office Suite.
• Excellent analytical, organizational, and communication skills.
• Ability to work collaboratively in a team environment and manage multiple priorities.
• Experience in developing and implementing financial strategies.

Skills:

• Financial analysis and forecasting
• Budget management
• Regulatory Reporting
• Internal controls and compliance
• Leadership and team management
• Problem-solving and decision-making
• Strong attention to detail and accuracy

If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.