Chief Financial Officer

Centri Business Consulting, LLC; Philadelphia (Philadelphia County); On-site; USD 150,000 - 205,000; Full time

Job summary

A leading consulting company is seeking a Chief Financial Officer to drive financial strategy and oversee all finance activities. This executive role requires robust experience in accounting, a strong understanding of compliance, and the ability to lead a finance department effectively. The ideal candidate will have a BS in Finance or Accounting, CPA certification, and significant experience in financial management, especially within the professional services industry.

Qualifications

• Minimum of 20 years of progressive accounting and finance experience.
• At least 10 years of experience at the executive level.
• M&A and Capital Financing experience preferred.

Responsibilities

• Oversee the finance functions within the organization.
• Direct annual budget process and manage financial health.
• Prepare special analyses to support major business decisions.

Skills

Strategic Planning

Financial Analysis

Budget Management

Compliance

Presentation Skills

Education

BS in Accounting, Finance or Business required

CPA required

MBA preferred

Tools

NetSuite

Excel

PowerPoint

Word

Job description

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Join to apply for the Chief Financial Officer role at Centri Business Consulting, LLC

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Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You’re not just a number. You’re part of the Centri Family.

Career Advancement:

• Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory
  
  

As a key member of the executive team, the Chief Financial Officer (CFO) will serve as a strategic business partner and be responsible for oversight of the Finance functions within the organization. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial activities of the Firm including accounting, budgeting, financial reporting and treasury.

Core Responsibilities:

• Build, develop and lead a strong finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department.
• Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions
• Ensure that standardized financial management policies and procedures are in place and followed; Evaluate internal controls and maintain a system of controls over accounting transactions.
• Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives.
• Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, including client funded accounts and provide investment oversight, including cash management.
• Direct annual budget process. Oversee short-and long-term financial health of organization. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments.
• Provide strategic fiscal planning to offer a basis for future decision-making in the organization, including future expansion.
• Present financial, legal and other operational issues to the Senior Management and Firm Advisory Board.
• Review employee benefit plans and annual renewal analysis.
• Oversee the Firm’s agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification.
• Coordinate filing of tax return and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Manage the financial tax and local reporting and ensure that it is timely and accurate. Preparation of annual K-1 tax worksheets/schedules and coordinate with external auditors for annual benefit plan reviews.
• Evaluate growth strategies, including finance structures, M&A opportunities, and other capital financing alternatives.
  
  

Qualifications:

• BS in Accounting, Finance or Business required. CPA required. MBA preferred.
• Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level.
• At least 10 years of experience in the professional services industry.
• M&A and Capital Financing experience preferred.
• Experience with NetSuite or comparable ERP platform valued.
• Experience overseeing a multiple office environment preferred.
• Advanced Excel skills and proficiency in Word and PowerPoint.
• Strong appreciation for procedure, process and operational excellence.
• Excellent presentation skills; strong executive presence and public speaking ability.
• Strong network of external professional contacts.
• Ability to write accurately and succinctly.
  
  

This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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