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Chief Financial Strategist

2 months ago


Cary, North Carolina, United States Fusion HCR Full time

Position Overview: As the Chief Financial Officer at Fusion HCR, you will play a pivotal role in shaping the financial direction of the organization. Your leadership will extend across the holding company and its diverse operating entities, ensuring robust investment strategies and financial health.

Key Responsibilities:

  1. Strategic Planning: Define and implement objectives and strategies for the finance department.
  2. Collaboration: Work closely with the executive leadership team to synchronize financial strategies with the broader business goals.
  3. Financial Reporting: Supervise the creation of precise and timely financial statements.
  4. Financial Assessment: Evaluate the organization’s financial status and pinpoint opportunities for enhancement.
  5. Budgeting: Partner with the CEO and COO to develop annual budgets and long-term financial projections.
  6. Communication: Relay financial insights to the board, current and prospective shareholders, and senior management.
  7. Banking Relations: Cultivate and manage partnerships with financial institutions.
  8. Audit Management: Liaise with external auditors and tax advisors.
  9. Innovation: Investigate and apply cutting-edge financial technologies to boost performance and decision-making.
  10. Treasury Oversight: Direct the company’s treasury functions.
  11. Risk Management: Identify, evaluate, and mitigate financial risks impacting the organization.
  12. Relationship Building: Foster strong connections with accounting teams, business unit leaders, and shareholders.
  13. Regulatory Compliance: Ensure adherence to financial regulations and reporting standards.
  14. Tax Compliance: Oversee the timely preparation and submission of tax returns.
  15. Regulatory Guidance: Provide insights on changes in regulations affecting financial operations.
  16. Additional Duties: Perform other related responsibilities as required.

Qualifications:

  • 10-15 years of progressive experience in accounting and management.
  • 3-5 years of experience with a "Big Four" accounting firm.
  • In-depth knowledge of GAAP accounting, consolidations, and investment practices.
  • Bachelor of Science in Accounting with a CPA designation.