Chief Financial Officer

United Insurance
Portland, Oregon, US
Full-time
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Description

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.

As the Chief Financial Officer, you will be responsible for directing and overseeing the accounting team, strategic planning, the financial activities of the corporation, preparation of financial reports and summaries, budgeting, forecasting, risk and governance as well as negotiations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following :

  • Oversees and manages the Accounting department, accounts payables / receivables, budget preparation, and audit functions.
  • Works with other department heads to monitor each department and make recommendations.
  • Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.
  • Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets.
  • Reviews planning process and suggests improvements to current methods.
  • Analyzes operations to identify areas in need of reorganization, downsizing, or elimination.
  • Works with the President and other executives to coordinate planning and establish priorities for the planning process.
  • Studies long-range economic trends and projects their impact on future growth in sales and market share.
  • Identifies and assists with opportunities for expansion / acquisitions.
  • Oversees investment of funds and works with investment bankers to raise additional capital required for expansion.
  • Other duties as assigned.

Requirements

  • Bachelor’s degree in accounting, Finance or Business-related field required.
  • Master’s degree and / or CPA designation preferred.
  • 8 10 years of experience in financial management required.
  • Strong leadership and proven supervisory skills.
  • Exceptional analytical and problem-solving abilities.
  • Strong organization, oral and written communication skills.
  • Ability to work independently while managing multiple projects and deadlines.
  • Strong computer aptitude, including expertise with Microsoft Excel and Word as well as experience with Accounting software.
  • Experience with EPIC preferred.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls.

The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and / or move up to 25 pounds.

Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

The noise level in the work environment is usually low to moderate.

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9 days ago
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