Chief Financial Officer

2 weeks ago

Winchester, United States YHB Full time
Description

YHB, a regional leader in public accounting, is seeking a Chief Financial Officer (CFO) to join our Executive Team. In this leadership role, the CFO will develop and implement the financial activities of the firm, guiding its financial strategy, planning, budgeting, reporting and maintaining its fiscal stability. As a key member of the Executive Leadership Team (ELT), the CFO will collaborate with the ELT to establish long-range goals, strategies, plans, and policies and lead all aspects of budget and finance operations for YHB in accordance with accounting principles, financial management techniques, and practices appropriate within the industry.

Roles & Responsibilities
• Oversee and manage processes for YHB’s financial operations, including reporting, budgeting, forecasting, analysis, investment, and audit oversight (401k, Workers Comp, Peer Review, etc.)
• Lead and manage a team of diverse finance and accounting staff that provide global financial support across YHB.
• Collaborate with CEO and ELT on key initiatives of YHB regarding long-term strategy as well as ongoing accounting and operations tasks.
• Review and approve YHB’s month-end and annual financial statements, and related reports.
• Create summarized narrative of the monthly financial results and analysis to the Board of Directors, CEO, and key stakeholders; provide input and clarification as required.
• Ensure that the financial transactions, policies, and procedures meet YHB’s short and long-term business objectives and are conducted in accordance with regulations, accounting principles, and standards.
• Optimize and scale financial systems, including cash flow planning, taxes, and general accounting and evaluate other systems and software as they relate to ERP, accounting/finance, contract administration, and operations.
• Define metrics for financial effectiveness and develop the tools and systems for providing critical financial information to the ELT.
• Ensure legal and regulatory compliance regarding all financial functions including tax planning and compliance with local, state, and federal tax and business regulations.
• Monitor and manage YHB’s cash flow; assess ongoing capital/borrowing needs.
• Assist with setup and implementation of new business ventures.
• Assist with ensuring YHB’s operating and principal agreements are current and effective.
• Partner with CEO and ELT in the implementation of M&A activity to ensure a smooth transition.
• Assist in the planning and follow-through on Principal retirements.
• Make recommendations for process improvement and support alternate process improvement functions throughout YHB.
• Supervise implementation of financial team initiatives in the multi-year strategic plan and vision for YHB.
• Responsible for planning and directing YHB's strategic and long-range financial goals. Conduct organizational reviews to identify strengths, weaknesses, and opportunities and to evaluate operational effectiveness.
• Support the business strategy and objectives of YHB. By focusing on processes, the department helps enhance operations, improve customer service delivery, and increase performance and output. Desired Skills, Abilities and Characteristics
• Ability to actively lead and develop a team of finance and accounting professionals.
• Ability to actively collaborate across YHB, including the ELT, Board of Directors, and Principals.
• Attention to detail, accuracy, and strong organizational skills.
• Strong interpersonal skills and ability to interact with individuals at all levels and from diverse cultures.
• High level of competence in written and oral communication, including comfort with presenting to the Board of Directors and other key stakeholders.
• Ability to operate independently and self-manage projects.
• Ability to effectively inspire and direct staff (including cross-functional teams) in the areas of professional development, recruitment, performance, and time management.
• Ability to establish credibility and be decisive, but able to recognize and support the CEO’s, board of directors’, and principals’ preferences and priorities.
• Results and profit oriented with the ability to balance other business considerations.
• Strong financial and analytical background with focus on decision making.
• Participative management style, advocates team concept.
• High energy level, comfortable performing multifaceted projects in conjunction with normal activities. Required Education and Experience
• Bachelor's degree in Accounting, Finance, Economics or a similar discipline; Master’s degree/MBA, CMA or CPA license strongly preferred.
• 10+ years of progressive accounting/finance experience, with a minimum of 5 years in professional services firm, preferred.
• Knowledge of the principles and practices of public accounting and management sufficient to manage, direct, and coordinate the financial operations of a public accounting firm.
• Experience in business information, data analytics/management/governance, and ability to develop key reports and communications to manage a professional services firm.
• Experience in risk management, regulatory compliance, and business planning.
• Experience in mergers and acquisitions.
• Understanding of business, legal, and tax compliance requirements.
• Knowledge of financial management systems and accounting software.
• Experience in creating and executing budgets and in budget monitoring.
• Experience in designing efficient processes to deliver budget and key financial analyses.
• Excellent interpersonal skills with ability to objectively and professionally facilitate meetings.
• Sound strategic thinker; visionary; ability to identify opportunities and initiate improvements.
• Track record of building and leading high-performing teams.
• Ability to multi-task and meet simultaneous deadlines in a consistent and timely manner with minimal supervision.
• Critical thinking, problem solving and organizational skills; able to deal with ambiguous situations and use decisive judgement with changing priorities. Working Conditions
Normal hours are 8am to 5pm Monday through Friday. Physical requirements may include but are not limited to sitting for extended periods of time.

#LI-Hybrid #LI-TK1

Qualifications Behaviors Preferred Leader Leader : Inspires teammates to follow them Detail Oriented Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well Enthusiastic : Shows intense and eager enjoyment and interest Education Required

Bachelors or better in Accounting or related field.

Preferred

Masters or better in Finance or related field.

#J-18808-Ljbffr

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