Chief Financial Officer

2 weeks ago

Dallas, United States Advatix Full time
Chief Financial Officer

Role Summary

Our client seeks a Chief Financial Officer (CFO) to join their rapidly growing company. The CFO will be a strategic partner to the CEO, Executive Management team, and the board, providing complete visibility and access to required financial data to manage and grow the business. The CFO will lead a diverse team overseeing finance, planning and budgeting, accounting operations, FP&A, treasury, and corporate IT. The CFO is responsible for developing the financial strategy, metrics tied to the overall strategy, and the ongoing development and monitoring of strategic analysis, controls, reporting, and economic systems to accelerate growth consistent with the company's core values.

Key Results Area
  • Provide strategic financial input and leadership to support decision-making that will affect the organization
  • Work closely with the Executive Leadership Team to achieve growth goals, including but not limited to revenue diversity, cost control, and establishing greater operating efficiency across the company
  • Develop partnerships with team leaders to determine their needs from finance and successfully link outcomes and actions to financial results
  • Support and execute change management strategies and efforts
  • Communicate financial results to the Board of Directors, owners, and business unit leadership on a weekly, monthly, or quarterly basis as needed
  • Oversee tax, treasury, credit management, and audit relationships and functions. Responsible for the creation and issuance of high-quality financial statements following sector requirements and GAAP
  • Understand and mitigate key elements of the company's risk profile; ensure that the company complies with all legal and regulatory requirements and maintains appropriate insurance coverage.
  • Responsible for implementing proper accounting and control systems to ensure the accuracy/integrity of all financial and operational data and comply with all legal and regulatory requirements.
  • Oversight, recruitment, and retention of a strong finance and accounting team (emphasis on execution, collaboration, and teamwork) and ensuring the team is working together harmoniously
  • Oversee the creation and updating of the company's annual operating plan (AOP), the development of a 3-year strategic plan (operating model, capital planning, and associated return on investment), and the establishment of scalable models while simultaneously driving efficiency across finance and accounting
  • Develop a product costing model to aid in pricing Corporate Training and other Company offerings
  • Responsible for planning, forecasting, and managing the company's cash flow in a 13-week cycle format
  • Assist with due diligence and financial analysis of potential M&A opportunities. Play integral economic and leadership role in M&A activities, including integration (people, systems, clients) of acquisitions
  • Supervise corporate IT security processes and protocols. Responsible for all information systems, including their full implementation and effective utilization
Skills & Qualifications
  • A bachelor's degree in Accounting, Finance, or Economics is required; CPA and MBA preferred
  • Strong 10+ year track record of successful financial management, including but not limited to financial close, financial reporting, budgeting and forecasting, audit, tax, legal, working capital optimization, treasury cash management, pricing, contract development and review,
  • The successful candidate will have operating experience in a private equity-backed company, ideally education services business
  • A track record of successfully building and leading a solid finance team
  • Experienced in evaluating acquisition targets, managing due diligence activities, and understanding the nuances of acquisition integration is important
  • Experience taking a business through an exit/sale process and the accompanying management meetings and diligence requests is highly desirable
  • Demonstrated ability to build cohesive, trust-based relationships with CEOs and other executive team members
  • The desire and ability to apply experience, critical thinking, problem-solving, and the highest standards of personal and financial integrity in a fast-paced entrepreneurial environment
  • A natural leadership style of being transparent and promptly communicating with all stakeholders
  • Broad experience presenting to, interacting with, and influencing C-level and Board-level executives
  • An "out of the box thinker" who can work independently with little direction
  • A systematic thinker with the ability to put processes in place to allow the business to grow and scale
  • Strong entrepreneurial spirit and servant leadership skills


Advatix®, Inc. is one of the world's leading providers of e-commerce Supply Chain and Logistics Consulting Services and Solutions that enable its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.

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