Director of Finance and Accounting

Job Description

Job Description

Marcum Search is assisting our client in their search for a Director of Finance and Accounting in Cleveland, OH.

Role Summary

As the Director of Finance and Accounting, you will play a pivotal role in leading our finance organization. Your contributions as an executive team member will drive us towards our ambitious growth objectives.

The ideal candidate will possess a proven track record of success in managing finance and accounting functions in the technology industry.

Responsibilities

• Leadership Develop and execute financial strategies, forecasting capital, and team requirements.
• Create action plans to enhance financial performance and refine platform pricing strategies.
• Collaborate with sales and customer success teams to boost revenue and upsells.
• Guide and oversee the implementation of vital KPIs.
• Financial Management Manage all facets of financial planning, budgeting, accounting, and reporting.
• Ensure accurate and timely monthly and year-end close processes.
• Develop and maintain robust financial accounting systems.
• Manage accounts payable including vendor approval and relationships.
• Manage accounts receivable including collections and commercial relationships.
• Co-managing (with Sales Team) customer subscription agreements, payment, and ongoing invoicing arrangements and

changes thereto .

• Understand and mitigate key elements of the company's risk profile.
• Monitor and manage company expenses to minimize and reduce cost of operations relative to business levels.
• Develop appropriate process / system documentation and redundancies to mitigate continuity risks.
• Maintain, update and improve Financial Plan and Forecast Model.
• Responsible for maintaining, updating and improving Financial Plan and Forecast Model
• Co-manage (with Sales Team) customer subscription agreements, payment, ongoing invoicing arrangements and

changes thereto.

• Payroll management Manage onboarding, payroll processing, bonus and commission arrangements, benefits.
• Compliance Ensure that the company complies with all tax, legal and regulatory requirements.
• Ensure that record-keeping meets the requirements of auditors and government agencies.
• Lead relationships with service partners / provides including banking, investment management, risk

management / insurance, health insurance TPO, tax & accounting advisor.

Establish, document, and implement suitable financial controls appropriate for a company this size and stage of

development.

• Management Lead outsourced accounting and finance teams, fostering optimal performance.
• Provide training, guidance, and direction to enhance performance, skills, and knowledge of the finance team.
• Automate business process systems to the greatest extent possible.
• Be a productive member of the executive leadership team.
• Prepare and present monthly quarterly and annual performance metrics and analysis.
• Quarterback annual planning process.
• Present at quarterly board meetings.
• Respond and fulfill requests from capital constituencies such as current investors, potential investors,

bankers, and the board of directors.

Qualifications

• Minimum of 7 years in a senior financial role, preferably in a tech company.
• Strong understanding of GAAP, financial reporting, and budgeting.
• Proven experience in finance management, analysis, and strategic planning.
• Exceptional leadership skills and strong interpersonal abilities.
• Outstanding communication and presentation skills.
• Bachelor's degree in business, finance, or a related field.

Marcum Search LLC is an Equal Opportunity Employer.

Marcum Search LLC does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Company Description

Marcum Search provides Senior level Talent Advisory services.

Marcum Search LLC is the Talent Advisory arm of the Marcum Group, providing talent solutions on a national basis. Our permanent division offers contingency, contained and retained searches, and our temporary division is available for short and long term staffing resources.

Company Description

Marcum Search provides Senior level Talent Advisory services. r n r nMarcum Search LLC is the Talent Advisory arm of the Marcum Group, providing talent solutions on a national basis.

Our permanent division offers contingency, contained and retained searches, and our temporary division is available for short and long term staffing resources.