Chief Financial Officer

1 week ago

Sioux Falls, South Dakota, United States Persona Triangle Full time

Company Description

Persona Triangle is one of the largest, full-service facility services providers in the U.S., specializing in custom signage and lighting design. With over 270,000 square feet of manufacturing space, Persona Triangle serves a wide range of clients, from large name brands to small local projects, across various industries. With a reputation for quality craftsmanship and outstanding customer service, Persona Triangle is committed to being a single source for all imaging needs.

Role Description

This is a full-time hybrid role for a Chief Financial Officer. As a CFO at Persona Triangle, you will be responsible for financial planning, creating and analyzing financial statements, financial reporting, and providing strategic financial advice. This role is based in Watertown, SD, with flexibility for some remote work.

Responsibilities

Strategy, Planning & Management

· Assess and evaluate financial performance of organization with regard to long-term operational goals, budgets and forecasts. Provide insight and recommendations to both short and long-term growth plans for the organization

· Communicate, engage and interact with the CEO, COO, stakeholders and executive leadership team

· Create and establish annual financial objectives that align with the company's plan for growth and expansion

· Select consultants, auditors and investors

· Participate in pivotal decisions as they relate to strategic initiatives and operational models

Financial Management:

Analysis, Budgeting and Forecasting

· Prepare and present monthly financial reports including monthly profit and loss by department, forecast vs. budget by department and weekly cash flow by department

· Review and analyze monthly financial results and provide recommendations

· Identify, develop and execute analysis of business initiatives

· Develop monthly operating budget and annual operating budget

· Review all month-end closing activities

· Manage cash flow planning process and ensure fund availability

· Oversee cash, investments and asset management areas

· Explore new investment opportunities and provide recommendations on potential returns and risks

· Utilize forward-looking models and activity-based analyses to provide financial insight into the organization's plans and operating budgets

· Represent company to banks, financial partners, institutions, investors, auditors and officials

· Approve weekly cash management, approving large payables, sign checks and authorize large wires and ACHs

· Analyze acquisition and investment opportunities and make recommendations

Qualifications

· Bachelor's Degree in accounting or finance required

· Experience as a CFO preferred

· 10+ years' experience in accounting or finance required

· Proven track record of strategic FP&A and M&A

· CPA or MBA preferred

Knowledge, Skills & Abilities

· Must be able to deal with rapidly changing conditions while maintaining composure.

· Excellent persuasion, communication and negotiation skills, including strong public speaking skills and ability to present information clearly and persuasively to a variety of audiences (manager, director and C-level professionals).

· Demonstrated ability to produce clear, concise, and persuasive written communications, effectively conveying complex financial analyses, strategic plans, and investment proposals to diverse stakeholders.

· Demonstrate leadership ability, confidence and executive presence

· Excellent analytical, reasoning and problem-solving skills

· Active listening and critical thinking skills with the ability to form sound working relationships with internal colleagues as well as external customers, stakeholders, partners and board members.

· Action orientated. Strong desire to always do what's best for the company

· Ability to manage and prioritize time effectively in order to meet established goals, adapt to changing priorities, and work independently and/or remotely

· Proficiency with CRM, Microsoft Office applications, including Word, Excel, Outlook and PowerPoint

· Phenomenal ability to follow-up and serve the customer

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