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Grey Search + Strategy is seeking a VP of Finance to lead all financial management, reporting and risk oversight for a rapidly growing platform. This hands-on executive role collaborates with the leadership team to drive budgeting, forecasting, and financial performance while ensuring GAAP compliance and effective internal controls in a remote setting.
The ideal candidate has 8–10 years in finance, CPA/CFA or MBA preferred, and a track record in asset-based lending or commercial finance.
Our client is an asset-based lending company providing creative working capital solutions to mid-market businesses through a rapidly growing $100MM platform. The portfolio is built on proprietary, directly originated transactions, and the company can lead larger deals as the lead lender while bringing in participants. The company is lean, remote, and entrepreneurial, and it balances aggressive growth with disciplined credit management.
The VP of Finance is a leadership role responsible for all aspects of financial management and reporting within the Company. This hands‑on role that oversees all day‑to‑day finance and accounting operations, maintains financial performance, manages financial risk and optimizes financial performance and growth. As a part of the leadership team, this role has supervisory and management development responsibilities and requires close coordination with leadership and staff.
Manage and perform accounting activities, including general ledger maintenance, journal entries, account reconciliations, accounts receivable and the month‑end close.
Prepare accurate and timely monthly, quarterly and annual financial statements.
Oversee financial planning and analysis, including detailed budgeting, forecasting and variance analysis to ensure financial goals and KPI’s align with business goals and objectives.
Prepare and deliver monthly financial presentations to leadership and the Board, explaining results compared with the prior month and budget, key performance drivers, emerging risks, and financial outlook.
Ensure all accounting records and financial reports are maintained in accordance with GAAP and applicable regulatory requirements.
Oversee accounts payable and expense management, ensuring accurate recording, appropriate approvals, timely payments, and record retention.
Manage cash flow and liquidity, including funding needs, borrowing availability and compliance with financing covenants and reporting requirements.
Maintain internal controls appropriate to the Company’s size and operations, including segregation of duties and review procedures.
Coordinate audits, examinations and tax preparation with external providers and internal stakeholders.
Prepare and process the Company payroll, ensuring federal, state and required process are completed accurately and timely.
Support and maintain Section 125 Company benefits, ensuring the Company remains in compliance with federal regulations.
Ensure company policies and guidelines are clearly communicated to the organization and client partners.
Create new and update existing policies and procedures where necessary.
Performs additional duties as assigned by the President/CEO in support of business operations.
Required: Bachelor’s degree in Finance, Accounting, Business, Economics or a related field from four year college or university. CPA or CFA certification preferred. Masters Degree/MBA preferred.
8 -10 years of experience in finance with progressively increasing levels of responsibility.
Experience in asset‑based lending or commercial finance preferred.
Strong understanding of financial principles, practices, and regulations, including GAAP and internal controls.
Excellent verbal, written and problem‑solving skills. Excellent attention to detail and interpersonal skills. Ability to multi‑task and meet deadlines.
Ability to identify issues, take actions and proactively resolve issues.
Ability to work independently and maintain level of motivation with regular, routine tasks.
Proficiency in Microsoft Office products, including strong Excel skills, is required.
Proficiency in QuickBooks and Solifi preferred.
Literacy in English. Ability to work effectively in a remote environment, maintain confidentiality and security of Company information, and communicate consistently with colleagues. Ability to sit for extended periods of time, twist, bend, sit, walk, use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk or hear. Specific vision abilities required by the job includes close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.