Chief Financial Officer, Global

Data Analysis Incorporated; Plano (TX); On-site; USD 180,000 - 320,000; Full time

Job summary

Data Analysis Inc (DAI) in Plano, TX, seeks a Chief Financial Officer (CFO) to lead the organization’s financial strategy and operations. The CFO will direct accounting, budgeting, tax, treasury, and insurance functions, shaping policies to ensure robust controls and alignment with business goals.

Reporting to the Chairman, the CFO will partner with the Board and senior executives to set long-range financial strategy, manage relationships with investors and stakeholders, and drive performance

Qualifications

• Advanced degree in Finance, Accounting, or related field.
• CPA credential (preferred).
• Extensive experience in financial management and leadership roles.
• Proven track record in strategic planning and financial analysis.
• Experience at the corporate executive level

Responsibilities

• Develop and implement organizational financial policies and strategies.
• Oversee accounting, budget, credit, insurance, tax, and treasury functions.
• Ensure compliance with financial reporting standards and regulatory requirements.
• Direct the controller function, including financial planning and reporting.
• Manage relationships with the financial and shareholder communities.
• Collaborate with senior executives and the Board of Directors on financial goals and strategies.
• Supervise and manage a team of 8 subordinate staff in day-to-day financial operations

Skills

Financial leadership

Strategic planning

Financial analysis

Regulatory compliance

Team management

Education

Advanced degree in Finance or related field

CPA credential (preferred)

Tools

ERP systems

Job description

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Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services. Data Analysis Inc is based in Los Angeles, California.

Summary

The Chief Financial Officer (CFO) is a top executive responsible for developing and overseeing the organization's overall financial policies. This role involves providing strategic direction to all financial functions including accounting, budgeting, credit management, insurance, tax, and treasury. The CFO ensures robust financial controls, aligning financial transactions with the business strategy while adhering to legal and regulatory standards. This role will report to the Chairman and is fundamental in long-range financial planning, establishing financial and strategic goals, and overseeing the company’s relationship with financial and shareholder communities.

Duties and Responsibilities

• Develop and implement organizational financial policies and strategies
• Oversee accounting, budget, credit, insurance, tax, and treasury functions
• Ensure compliance with financial reporting standards and regulatory requirements
• Direct the controller function, including financial planning and reporting
• Manage relationships with the financial and shareholder communities
• Collaborate with senior executives and the Board of Directors on financial goals and strategies
• Supervise and manage a team of 8 subordinate staff in day-to-day financial operations

Qualifications & Requirements

• Advanced degree in Finance, Accounting, or related field.
• Certified Public Accountant (CPA) credential (preferred).
• Extensive experience in financial management and leadership roles.
• Proven track record in strategic planning and financial analysis.
• Experience at the corporate executive level

Working Conditions

Office / Sedentary Requirements
Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Travel or Driving Requirements
If required, provide the % of travel or driving time.
% of Travel Required:
% of Driving Required:

The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). This does not alter the nature of the at-will employment between the employer and employee where either party can end the relationship at any time, for any reason or no reason, with or without notice.

Equal Opportunity Employer

Data Analysis Inc is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Nearest Major Market: Plano
Nearest Secondary Market: Dallas