Chief Financial Officer

Job Type

Full-time

Description

ABOUT HEARTLAND BUSINESS SYSTEMS

Heartland Business Systems (HBS) is a client-centric, leading value-added provider of information technology solutions to corporate, education, financial, government and non-for-profit clients. Headquartered in Northeast Wisconsin, HBS has an additional 13 locations throughout the Midwest and 1 in Arizona.

HBS provides a unique breadth of professional services (Business Consulting, Microsoft Software & Solutions, Virtual CIO) and managed services (IT Help Desk, Managed Collaboration, Managed Firewall, Network Monitoring, Server Monitoring, Backup Monitoring) to address critical customer needs. In partnership with best-in-class manufacturers such as AWS, Cisco, DellEMC, Hewlett Packard, Intel, Microsoft, Nutanix, Palo Alto Networks, VM Ware, to name a few, HBS is able to deliver highly customized solutions to clients.

In addition to experiencing robust organic growth, the Company has built a solid track record integrating add-on acquisitions that have further enriched its talent base and product offering. HBS is committed to this continued growth, both organically and through acquisition.

POSITION SUMMARY

The Chief Financial Officer will direct and oversee the financial activities of the corporation, direct the preparation of current financial reports and summaries, and create forecasts predicting future growth. Their duties include monitoring cash flow, meeting with the President to discuss the best practices for the company finances and developing strategic plans to optimize the financial processes and functionality during a period of growth and expansion. The individual in this role will need to be in the Little Chute, WI office at least 3 days per week.

ESSENTIAL FUNCTIONS

• Work closely with the CEO, leadership, and Board in leading the business while developing and fulfilling the strategic plan.
• Work in a collaborative and open fashion with the Board and management while leading improvements across the business.
• Build, develop, manage, and drive a high-performance team.
• Create an engaging, empowering, and rigorous culture of service, passion, competitiveness, and accountability, while building upon the pillars of the Company's cultural strength.
• Lead continuous operational improvement across the Heartland Business Systems platform.
• Leverage a highly effective operating rhythm, along with key metrics and measures to drive performance.
• Meet quarterly and annual EBITDA targets and growth plans, while continuously increasing the enterprise value of the Company.
• Ensure timely and accurate reporting with the support of a strong Controller.
• Historical financials and clean books are table stakes.
• Provide financial analysis, data and analytics that will drive improved execution, refined strategies, additional growth, and improved margins.
• Play a key role in culturally, financially, and operationally evaluating, executing, and integrating several add-on acquisitions. Due diligence participation in this area is also paramount.
• Play a central role in leading an enterprise-wide ERP implementation and/or have experience operating numerous systems and data environments that support timely and effective reporting.
• Leverage your understanding of the reseller market to implement a variety of productivity, efficiency, and automation improvements.
• Be a trusted partner to the Investors and to the Company's lenders.
• Be a transparent and proactive communicator providing detailed insight into results and projections.
• Craft financial results into powerful narratives and drive high-velocity and informed decision making.
• Play a key role in helping to lead Heartland Business Systems through a successful transaction and onboarding of a new investor/ownership group. This process will require much of the individual and present challenges above and beyond the already robust scope of the position.
• Work with a variety of stakeholders to facilitate the exit and will be the "financial face of the Company" in presenting its story and value proposition, which will include managing and supporting conversations with lenders.

• Business Acumen: Business acumen looks at the ability of the individual to understand and discriminate between various business-related topics and issues. This includes insight into, and understanding of, specialized business concepts. This competency asks the question "How well do you comprehend the larger issues surrounding a business?"
• Communication: Ability to promote understanding through exceptional written, oral, interpersonal, and presentation skills.
• Conceptual Thinking: Conceptual thinking is the ability to understand a situation or problem by identifying patterns or connections between ideas or situations that are not obviously related; to recognize and organize the parts of an issue in a systematic way; and to frame new ideas and courses of action. This competency asks the question "How well do you recognize the common factors in new situations and apply previously successful approaches to those situations?"
• Decision Making: Decision making skills look at the ability of the individual to select an effective course of action while controlling resources and expenditures. This competency asks the question "How well do you evaluate information and decide on an appropriate course of action?"
• Execution: Obsessive focus on execution, strong bias for action, decisiveness, and a sense of urgency. The ability to execute will be complemented by a well-rounded strategic perspective; however, never-ending drive for execution will require hands-on, highly resourceful, detail oriented, and able to get the most out of finite people, process, and technology resources.
• Financial Aptitude: Financial aptitude looks at the ability of the individual to understand and explain economic and accounting information, prepare and manage budgets, and make sound long-term investment decisions. This competency asks the question "How well can you interpret and apply mathematical and fiscal concepts?"
• Interpersonal: Interpersonal skills look at the ability of the individual to develop and maintain relationships with others. This competency asks the question "How effectively do you relate with others?"
• Leadership: Leadership skills looks at how well the individual motivates and guides others to ensure performance in accordance with clear expectations and goals. It involves attracting, supporting, developing, and retaining a talented and diverse workforce. This competency asks the question "How comfortable are you with making decisions and taking a leading role?"
• Resilient: Resilience looks at the ability of the individual to recover from or adjust to change or misfortune. This competency asks the question "How well do you bounce back from setbacks?"
• Strategic Planning: Strategic planning looks at the ability of an individual to develop a vision for the future and create a culture in which the long-range goals can be achieved. This competency asks the question "How well can you identify fundamental values and beliefs and use them to achieve future goals?"

• 20 to 35+ years' experience in financial management.
• Experience with ERP and some level of implementation.
• Experience integrating add-ons.

• Experience with system integration or tech services experience.
• Specific experience in a reseller environment.
• Experience, or participation in, a successful sale/exit process.
• Experience in a private equity-backed setting.

• BSc/BA in Accounting, Finance, or relevant field.
• Strong FP&A, analytics, forecasting skills.
• Ability to develop and/or refine KPIs that will be leveraged to drive transformation.
• Excellent management and supervisory skills.
• Excellent written and verbal communication skills.

• MSc/MBA
• Experience or participation in a successful sale/exit process.