Vice President of Finance and Accounting

2 weeks ago


Austin, Texas, United States Optimal Full time

Optimal is seeking a Vice President of Finance and Accounting. In this pivotal role, you will provide both strategic and operational support to the Chief Financial Officer (CFO), proactively identifying needs and proposing enhancements. You will supervise divisional finance leaders and oversee financial reporting and budgeting processes.

About Optimal

Optimal is a performance marketing agency dedicated to excellence, integrating top-tier data, technology, and talent to fulfill our clients' marketing objectives. Whether for a brand, campaign, or cause, we optimize performance at every stage.

We are not just digital media strategists; we are recognized industry leaders with extensive expertise across all digital domains: from advertising and paid media to marketing communications, audience data, and analytics, we deliver exceptional results for our clients.

At Optimal, every team member has the chance to learn, grow, and advance. Through our staff-led DEI initiatives and proprietary training programs, we equip our team with the personal and professional development necessary for genuine career progression.

Role Overview

We are actively searching for standout candidates who are prepared for significant opportunities and eager to take on substantial responsibilities that drive tangible business outcomes. The Vice President of Finance and Accounting will be accountable for enhancing and overseeing financial processes, reporting, and systems. Key responsibilities include managing the accounting functions for various Optimal divisions.

Key Responsibilities:

  1. Oversee divisional finance leaders, providing accounting guidance and expertise.
  2. Manage comprehensive financial reporting and budgeting across Optimal, ensuring timely and accurate submissions. This includes preparing consolidated monthly, quarterly, and year-end financial reporting packages along with budget and reforecast reports.
  3. Conduct cash flow forecasting and analysis.
  4. Assist the CFO in developing, refining, and upholding accounting policies, controls, and best practices.
  5. Lead the annual audit process, serving as the primary liaison with external auditors and coordinating all audit requests with divisional financial leads.
  6. Collaborate with external tax accountants on state and federal tax matters.
  7. Ensure compliance with GAAP and verify that month-end reconciliations are completed accurately and promptly.
  8. Act as the NetSuite system administrator and primary contact for managed service providers.
  9. Manage the accounting functions for Optimal's various divisions.
  10. Oversee the accounts payable process, including analysis of company credit card transactions.
  11. Review and process all cash transfers and disbursements.
  12. Ensure timely and accurate payroll processing, including salaries, benefits, garnishments, taxes, and other deductions.
  13. Handle monthly close processes and maintain the general ledger for divisions.
  14. Monitor revenue and expenses, providing analysis and recommendations as necessary.
  15. Prepare monthly financial reports, including profit and loss statements, balance sheets, and year-end reports.
  16. Establish and maintain financial controls within the accounting department.
  17. Adhere to administrative deadlines and respond promptly to requests from accounting and administrative staff.
  18. Perform additional duties as assigned.

Minimum Qualifications & Skills:

  1. Bachelor's or Master's degree in Accounting, with CPA preferred.
  2. 7+ years of relevant experience; experience in the advertising/marketing services industry is a plus.
  3. Strong understanding of US GAAP.
  4. Hands-on experience with general ledger accounting, monthly closing procedures, and payroll processing.
  5. Knowledge of federal and state tax regulations and reporting requirements.
  6. Exceptional analytical skills with the ability to translate data into actionable insights and strategic recommendations.
  7. Proficient in Microsoft Excel.
  8. Experience with ERP systems; NetSuite experience is a plus.
  9. Proven track record of building and leading high-performing teams, focusing on mentorship, professional development, and fostering a collaborative environment.
  10. Ability to deliver high-quality work under tight deadlines in a fast-paced setting, with strong organizational and prioritization skills.
  11. Capable of building strong relationships and becoming a trusted partner to colleagues, advisors, stakeholders, and contacts.
  12. Excellent verbal and written communication skills, with the ability to present complex financial information clearly and concisely to diverse audiences.

Benefits Offered by Optimal:

  1. Competitive base salary ranging from $140,000 to $180,000 annually, based on experience, skill level, education, and location.
  2. Open leave policy (paid time off).
  3. Paid parental leave.
  4. Comprehensive health insurance (including dental and vision).
  5. Flexible Spending Plan.
  6. Employee Assistance Program.
  7. 401K plan with company matching.
  8. Student Loan Repayment Program.
  9. Opportunities for professional development.
  10. Rewards and recognition programs.
  11. Mobile phone and internet reimbursement, among other benefits.

Work Schedule

This position operates on a hybrid basis, with flexibility in work location. Standard work hours are from 9:00 A.M. to 5:30 P.M., Monday through Friday, with the expectation of occasional evening and weekend work as needed.

Please refer to our Notice to Applicants and Employees for information practices in the job application and employment context.



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