Financial Director

4 weeks ago

Charlotte, United States Lowry Rhoads Associates Full time

THE OPPORTUNITY


Our client, a growing, privately-held provider of advanced production-related downhole tool solutions to unconventional oil and gas wells is experiencing rapid growth and looking for the right leaders to for the right leaders to build their team as they continue their growth and establish themselves as the leading mid-size production tool and service provider to the oilfield.


To provide enhanced understanding of their business performance and drive more effective decision-making amid their rapid growth, they are seeking a highly motivated and experienced Finance Director to lead and drive the development of strategic financial plans and analysis. This role will be responsible for all aspects of financial planning and analysis, forecasting, reporting, financial modeling, compliance and treasury management, and general accounting. This is a true strategic-partner to the business role, and as such will be a key asset to the executive team, providing insights and recommendations to support strategic decision-making. A self-starter who can hit the ground running right out of the gate implementing reporting and analysis to help the business diagnose problems and seize opportunities. This role will be based at the company headquarters in Houston, TX or in Charlotte, NC and report directly to the Co-Founder & Head of Finance and Business.



THE ORGANIZATION


Based in Houston, TX with 80 employees, and a network of service technicians across US oilfields, our client has been a consistently growing provider of production-related downhole tools to unconventional well production since 2018. With a strong track record, and further great growth prospects ahead, they are now ready to add the leadership, talent, and processes to take the company to the next level.


RESPONSIBILITIES


Financial Planning & Analysis (70% of role)

  • Lead the FP&A team in developing and maintaining the annual budget, including revenue, expense, and capital expenditure forecasts
  • Conduct monthly and quarterly financial reviews, and prepare comprehensive variance analysis reports
  • Drive the development and maintenance of short-term and long-range financial plans and forecasts
  • Develop and maintain financial models to support strategic decision-making
  • Analyze business trends and identify opportunities for cost savings and revenue growth
  • Partner with cross-functional teams to ensure alignment with financial goals and objectives
  • Lead the implementation and improvement of FP&A processes and systems
  • Prepare and present financial reports and dashboards to senior management
  • Develop and implement financial metrics and key performance indicators (KPIs) to track and measure the performance of the organization
  • Stay abreast of current trends and best practices in FP&A, including automated processes and BI tools
  • Manage all aspects of Treasury Management including cash reporting and forecasting
  • Ensure current and future Debt compliance is accurate in accordance with the debt agreement


Accounting Management (30% of role)

  • Provide leadership and support to the company Controller to drive best practices for the accounting functions including accounts payable, accounts receivable, and general ledger functions
  • Ensure the organization is efficient and effective in their compliance with GAAP, internal controls, and other regulatory requirements
  • Identify opportunities to streamline accounting processes and enhance financial accuracy and efficiency, ensuring that the company’s growth is supported by the appropriate financial processes and tools
  • Work with software and technology implementation teams to ensure the right tools and processes are in place for efficient invoicing and billing operations
  • Coordinate internal and external audits, ensuring timely and accurate completion of audit requirements


QUALIFICATIONS

  • Master's degree in Finance, Accounting, or a related field (MBA preferred)
  • 10+ years of experience in financial planning and analysis, with at least 5 years of leadership experience
  • Proven experience in developing and maintaining financial models
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation skills
  • Ability to work independently and as part of a team
  • Strong understanding of accounting principles and financial reporting standards
  • Experience and knowledge of oilfield operations and related ticketing, billing, invoicing and transactional processes
  • Experience with financial management software (e.g., NetSuite, Oracle Hyperion, SAP BPC)

  • Financial Services Summer Internship

    1 week ago

    Charlotte, North Carolina, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, founded in 2018, stands as a premier independent advisory firm in the financial sector. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and...

  • Audit Sr Director

    3 months ago

    Charlotte, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Audit Director

    1 week ago

    Charlotte, United States Wells Fargo Full time

    Lead a high performing team of approximately 25-40 audit professionals. Maintain credible, collaborative and influential relationships with senior management, other risk organizations, and regulatory agencies. Collaborate and partner with other speci Audit, Director, Financial, Accounting, Banking, Benefits

  • Director, SEC and Financial Reporting

    4 weeks ago

    Charlotte, United States JELD-WEN Full time

    Director, SEC and Financial Reporting Date: Aug 2, 2024 Location: Charlotte, NC, US, 28273 Company: Jeld-Wen Inc. JELD-WEN is currently seeking a Director, SEC and Financial Reporting to join our growing team. Summary: The SEC and Financial Reporting Director will have a critical role in the preparation and review of the monthly,...

  • VP/Director, Analytics

    4 weeks ago

    Charlotte, United States OneMain Financial Full time

    Position: VP/Director, Analytics - Credit Cards Location: Charlotte, NC (Hybrid)OneMain Financial is looking for a VP/Director to join our Card Analytics team in Charlotte, NC.seeking a senior leader to support our new credit card business.In the RoleIn this critical role, the select individual will build the analytics team for the newly launched credit card...

  • VP/Director, Analytics

    4 weeks ago

    Charlotte, United States OneMain Financial Full time

    Position: VP/Director, Analytics - Credit Cards Location: Charlotte, NC (Hybrid)OneMain Financial is looking for a VP/Director to join our Card Analytics team in Charlotte, NC.seeking a senior leader to support our new credit card business.In the RoleIn this critical role, the select individual will build the analytics team for the newly launched credit card...

  • Director, Financial Crimes

    3 months ago

    Charlotte, United States KPMG-UnitedStates Full time

    Business Title:Director, Financial CrimesRequisition Number:113305 - 20Function:AdvisoryArea of Interest:State:CTCity:StamfordDescription: KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our...

  • Assistant Corporate Tax Director

    2 weeks ago

    Charlotte, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Associate Director, Analytics-Credit Cards

    4 weeks ago

    Charlotte, United States OneMain Financial Full time

    Position: Associate Director, Analytics-Credit CardsLocation: Charlotte, NC (Hybrid)We are currently seeking a Associate Director for our Credit Card Analytics team in Charlotte, NC to help grow our new credit card business. In this critical role, the select individual will help groanalytics team for the newly launched credit card business. This leader will...

  • Assistant Corporate Tax Director

    2 months ago

    Charlotte, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Regulatory Compliance Director

    4 weeks ago

    Charlotte, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • Financial Sales Director

    1 day ago

    Charlotte, North Carolina, United States First Citizens Bank Full time

    **About the Role**As a Financial Sales Manager at First Citizens Bank, you will lead a branch location and oversee branch operations. Your responsibilities will include managing sales efforts, engaging in outbound calling activities, establishing banking relationships, and driving proactive customer outreach with the branch sales team.**Key...

  • Healthcare Financial/Actuarial Associate Director

    2 months ago

    Charlotte, North Carolina, United States WTW Full time

    As a Healthcare Financial/Actuarial Associate Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients' financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of employer health and group benefit programs...

  • Healthcare Financial/Actuarial Associate Director

    2 months ago

    Charlotte, North Carolina, United States Willis Towers Watson Full time

    Job DescriptionAs a Healthcare Financial/Actuarial Associate Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients' financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of employer health and group benefit...

  • Summer Analyst

    4 weeks ago

    Charlotte, United States Rockefeller Financial Full time

    About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • FTWA Managing Director

    1 day ago

    Charlotte, North Carolina, United States Fifth Third Full time

    Transforming Banking for the BetterWe connect exceptional professionals with unparalleled opportunities. Are you ready to take your career to the next level? Discover a career in banking at Fifth Third Bank.The Fifth Third Wealth Advisors Managing Director serves as the primary point of contact for a designated group of clients and prospects. Targeted...

  • Summer Analyst

    2 months ago

    Charlotte, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Audit Director

    3 weeks ago

    Charlotte, United States Truist Financial Corporation Full time

    Truist Audit Services Director is responsible for coordinating and managing the delivery of value-added independent, objective risk-based internal audit assurance services for the Audit Committee and Executive Management. Through well-developed relat Director, Business, Banking, Internal Auditor, Deposit, Audit, Accounting

  • Financial Aid Officer

    1 week ago

    Charlotte, United States Southeastern College Full time

    Job DescriptionJob DescriptionBenefits:401(k)Health insurancePaid time offOVERVIEW:The purpose of the Financial Aid Officer is to guide students through the financial aid process and ensure they are properly funded. The Financial Aid Officer coordinates with admissions and academics to keep the students engaged and on-track.BUSINESS CONTRIBUTIONS:The role of...

  • Investment Analyst Intern

    1 week ago

    Charlotte, North Carolina, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across...