VP Finance

Bell & Associates, Inc.; Rockaway (NJ); On-site; USD 180,000 - 280,000; Full time

Job summary

Bell & Associates, Inc. has been engaged to recruit a VP Finance for a PE-backed manufacturing/industrial technology company.

The VP Finance will oversee finance and accounting, partner with the CEO and Board, and drive performance, cash management and internal controls in a high-growth environment. Responsibilities include leading monthly close, GAAP compliance, budgeting, forecasting, KPI dashboards, and financial modeling to support strategic decisions and potential M&A.

Qualifications

• 10+ years of progressive finance and accounting experience.
• Experience in VP Finance or senior Controller roles.
• Manufacturing/industrial technology background.
• Experience in PE-backed or growth environments preferred.
• Strong financial reporting, budgeting, forecasting and cash flow management.
• Ability to translate financial data into actionable insights.
• Experience with financial modeling and strategic initiatives/M&A.
• Advanced Excel and financial analysis capabilities.
• Experience with SMB ERP/accounting systems.

Responsibilities

• Lead monthly close and deliver accurate financial statements and management reporting.
• Provide regular financial reporting and analysis to CEO, Board and lenders.
• Ensure GAAP compliance and bank covenants.
• Develop dashboards and KPIs to monitor performance.
• Analyze results vs budget/forecast and identify key drivers.
• Develop financial models to support strategic decisions and initiatives.
• Lead annual budgeting and rolling cash forecast.
• Oversee working capital (A/R, A/P, inventory) and capex budgeting.
• Improve forecasting processes and financial visibility as the company scales.
• Serve as trusted advisor to CEO and senior team.
• Support margins, pricing, productivity and operating improvements.
• Coordinate with CPA firm for annual audit and tax filings.
• Maintain accounting policies and internal controls.

Skills

Financial modeling

Budgeting

Forecasting

Cash flow management

GAAP knowledge

Executive communication

Strategic analysis

Advanced Excel

Lender relations

Education

Bachelor's degree in accounting, finance, or business

Tools

QuickBooks

ERP systems

Job description

Bell & Associates has been engaged to help our client recruit their next VP Finance. The VP Finance will have overall responsibility for the finance and accounting functions and will serve as a key business partner and interface to the CEO, senior management team, bank lenders, and the Company's Board of Directors. The VP Finance will oversee financial reporting, accounting, cash management, budgeting, forecasting, financial analysis and internal controls, while also helping management identify opportunities to improve profitability, working capital, cash generation and overall business performance. The successful candidate will be a hands-on, analytical and commercially oriented finance leader who is comfortable operating in a high growth, entrepreneurial, PE-backed environment. The VP Finance will have the opportunity to build and enhance the Company's financial processes, systems and reporting capabilities and assume increasing strategic responsibility as the company grows.

Responsibilities

• Lead the monthly financial close and deliver timely, accurate financial statements and management reporting.
• Provide regular financial reporting and analysis to the CEO, Board of Directors and bank lenders.
• Ensure compliance with GAAP, bank covenants and other applicable financial requirements.
• Develop and maintain meaningful operating dashboards and KPIs to monitor Company performance.
• Analyze actual results versus budget, forecast and prior periods and identify key drivers of performance.
• Develop financial models and ad-hoc analyses to support strategic and operating decisions.

Planning, Forecasting & Cash Management

• Lead the annual budgeting and financial planning process in partnership with the senior management team.
• Maintain a robust rolling cash flow forecast and proactively identify liquidity requirements and opportunities.
• Oversee working capital management, including accounts receivable/payable and inventory.
• Manage the Company's capital expenditure budget and associated cash requirements.
• Improve forecasting processes and financial visibility as the Company scales.

Business Partnership & Value Creation

• Serve as a trusted financial advisor and business partner to CEO and senior team.
• Help management evaluate opportunities to improve margins, pricing, productivity and operating efficiency.
• Develop and monitor financial and operational KPIs across the business.
• Provide financial insight to support strategic decisions, investments and resource allocation.

Accounting, Tax & Controls

• Coordinate with the Company's CPA firm and lead annual financial Audit
• Oversee income tax, sales tax and supply the Company’s CPA firm with information to support state/federal tax filings.
• Maintain appropriate accounting policies, procedures and internal controls.
• Evaluate and improve the Company's accounting and financial reporting systems and processes.
• Oversee payroll and other administrative finance functions, in coordination with other team members.

Requirements

• 10+ years of progressive finance and accounting experience, including meaningful experience in similar VP Finance or senior Controller role.
• Experience in a manufacturing/industrial technology business.
• Experience working in a PE-backed or other leveraged/growth-oriented environment strongly preferred.
• Strong understanding of financial reporting, budgeting, forecasting, cash flow management and working capital.
• Demonstrated ability to translate financial information into actionable business insights.
• Experience with financial modeling and supporting strategic initiatives and/or M&A.
• Strong Excel and financial analysis capabilities.
• Experience with QuickBooks and/or other SMB ERP/accounting systems preferred.Demonstrated ability to improve financial systems, processes and reporting infrastructure.
• Excellent communication and interpersonal skills, with the ability to work effectively with senior management, investors, lenders and Board members; cultural fit matters a great deal.
• High-integrity, hands-on leader with a strong sense of accountability and attention to detail.
• Self-motivated and comfortable operating in an entrepreneurial, fast-paced environment.
• Bachelor's degree in accounting, finance, business or a related field preferred.