Strategic CFO for Growth & Financial Leadership

Cogent Analytics; Schwenksville (Montgomery County); On-site; USD 150,000 - 180,000; Full time

Job summary

Lever, Inc. is seeking a seasoned Chief Financial Officer to lead all financial operations and partner with executive leadership on strategic growth initiatives in the Schwenksville area.

The role oversees accounting, treasury, tax, budgeting, forecasting, financial reporting, compliance, risk management, HR, and strategic planning. The CFO will drive the monthly, quarterly, and annual close processes, prepare financial statements, and guide capital allocation, ERP evaluation, and M&A

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field required.
• MBA, CPA, CMA, or equivalent professional certification preferred.
• 10+ years of progressive financial leadership experience.
• Strong knowledge of GAAP, financial reporting, budgeting, forecasting, taxation, and internal controls.
• Excellent leadership, communication, and strategic planning skills.

Responsibilities

• Develop and execute financial strategy aligned with company objectives.
• Partner with executive leadership on growth initiatives, capital allocation, and business planning.
• Oversee monthly, quarterly, and annual financial close processes.
• Prepare and present financial statements and performance analyses.
• Ensure compliance with GAAP, regulatory requirements, and tax obligations.
• Manage banking, lending, financing, and cash flow activities.
• Lead budgeting, forecasting, and variance analysis processes.
• Oversee accounts payable, accounts receivable, payroll, and fixed assets.
• Establish and maintain strong internal controls and risk management practices.
• Lead audits and serve as primary contact for external auditors.
• Develop and mentor finance and accounting staff.
• Evaluate financial systems and ERP platforms to improve efficiency.
• Support mergers, acquisitions, due diligence, and special projects.

Skills

Leadership

Communication

Strategic Planning

Education

Bachelor's degree

MBA

CPA

CMA

Job description

Lever, Inc. is seeking a seasoned Chief Financial Officer to lead all financial operations and partner with executive leadership on strategic growth initiatives in the Schwenksville area.

The role oversees accounting, treasury, tax, budgeting, forecasting, financial reporting, compliance, risk management, HR, and strategic planning. The CFO will drive the monthly, quarterly, and annual close processes, prepare financial statements, and guide capital allocation, ERP evaluation, and M&A