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Chief Financial Officer

2 months ago

New York, New York, United States RTM Business Group Full time
Lead Financial Strategist

RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical, and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration.

Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc. Our team travels together, which is a truly unique experience, different from traditional work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture.

About the Role

We are seeking an experienced and strategic leader to oversee our finance and accounting functions. This senior leadership position will play a pivotal role in shaping the financial future of our company, overseeing all financial operations, and providing strategic guidance. The successful candidate will be responsible for managing the company's financial health, with a strong emphasis on budgeting, financial planning and analysis, as well as cash flow optimization.

This role requires a seasoned professional with exceptional leadership skills and a proven track record in finance. The successful candidate will report directly to the managing partners and founders of the company. As a key member of the leadership team, the VP of Finance will actively participate in strategic discussions and contribute to the decision-making process across various business functions.

The VP of Finance will play an important role in the implementation and oversight of the EOS management system, ensuring that finance-related goals and processes align with the company's strategic objectives. Additionally, the position will involve managing a team of four finance professionals, ensuring efficient and effective operations.

This is a full-time, hybrid position based at our New York City office.

Requirements

  • Strategic Leadership and Financial Management:
      • Provide strategic financial leadership and direction to support the company's overall business objectives and growth plans.
      • Lead the finance and accounting team, ensuring alignment with the company's goals and fostering a culture of excellence and continuous improvement.
      • Collaborate closely with the managing partners and other senior leaders to develop and implement financial strategies that drive long-term profitability and sustainability.
  • Budgeting and Financial Planning:
      • Lead the development and implementation of the annual budgeting process, ensuring comprehensive and accurate forecasting.
      • Lead financial planning and analysis efforts, including variance analysis, scenario planning, and long-term financial modeling; conduct detailed analytical work independently.
      • Provide actionable insights and recommendations based on financial data to support decision-making and strategic planning.
  • Financial Reporting and Compliance:
      • Ensure the timely and accurate preparation of all financial reports, including income statements, balance sheets, and cash flow statements.
      • Maintain compliance with all regulatory requirements and accounting standards, including GAAP.
  • Cash Flow Management and Optimization:
      • Oversee cash flow management, including monitoring cash balances, forecasting future cash needs, and optimizing working capital.
      • Implement strategies to improve cash flow efficiency and liquidity, ensuring the company's financial stability.
  • Tax Planning and Compliance:
      • Coordinate with external tax advisors to optimize the company's tax position and minimize liabilities.
  • Operational Oversight:
      • Manage the day-to-day operations of the finance department, including accounts payable, accounts receivable, payroll, and general ledger functions.
      • Establish and maintain robust internal controls to safeguard company assets and ensure accurate financial reporting.
      • Continuously evaluate and improve financial processes and systems to enhance efficiency and effectiveness.
  • Team Development and Management:
      • Lead, mentor, and develop a high-performing finance team, providing guidance, training, and professional development opportunities.
      • Foster a collaborative and supportive work environment that encourages teamwork and high standards of performance.

Skills and Qualifications

  • Education and Certification:
      • Bachelor's degree in Finance, Accounting, Business Administration, or a related field. A Master's degree in Business Administration (MBA) or a CPA designation is highly preferred.
  • Experience:
      • 10 - 15 years of progressive experience in finance and accounting, with at least 8 years in a senior leadership role.
      • Demonstrated experience in budgeting, financial planning and analysis, and strategic financial management.
      • Experience in the event & conference sector or in a similar industry or business environment is a plus.
  • Technical Skills:
      • Deep understanding of GAAP and financial reporting standards.
      • Proficiency in financial software and ERP systems; experience with QuickBooks Online and advanced Excel skills are preferred.
      • Knowledge of tax planning and compliance regulations.
  • Leadership and Communication:
      • Strong leadership and team management skills, with a proven ability to build and lead high-performing teams.
      • Excellent analytical, problem-solving, and decision-making abilities.
      • Superior communication and presentation skills, with the ability to convey complex financial information to diverse audiences.
  • Personal Attributes:
      • High level of integrity, ethics, and professionalism.
      • Strategic thinker with a hands-on approach and attention to detail.
      • Ability to thrive in a dynamic, fast-paced environment and adapt to changing business needs.

Benefits

  • 20 PTO Days
  • Flexible/Hybrid work model (WFH and Remote opportunities)
  • Medical/dental/vision coverage
  • 401K after 12 months of employment
  • Pre-tax commuter benefits
  • Travel to major cities (all expenses paid)
  • Opportunity for lateral and vertical movement within the company, inter/intra departmentally

Salary: $180,000.00 - $200,000.00 base

RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.