Strategic Finance Leader

5 days ago

Palo Alto, California, United States Overhead Door Company of Cortland, Inc. Full time
Job Description

We are seeking a highly skilled and experienced Strategic Finance Leader to join our team at Overhead Door Company of Cortland, Inc. as our first full-time finance hire reporting to the CEO.

Key Responsibilities:
  • Financial Planning and Analysis:
  • Develop and implement financial planning and analysis processes to drive strategic decision-making across the organization.
  • Ensure that the organization incorporates a financial lens as part of decision-making.
  • Drive the financial planning process, including the creation of budgets, forecasts, and variance analysis.
  • Build financial forecasts from user and retention data up.
  • Optimize financial performance and resource allocation by analyzing compute and making clear recommendations for strategic and tactical decisions.
  • Accounting Operations:
  • Oversee and manage all accounting operations (financial reporting, revenue recognition, tax, month end close, etc).
  • Develop and implement accounting policies, procedures, and internal controls.
  • Lead preparation and execution of first-year audit.
  • Manage external consultants.
  • Cash and Revenue Management:
  • Manage cash flow, including payables, receivables, and treasury functions.
  • Own revenue operations and reporting.
  • Investor Relations and Fundraising:
  • Lead due diligence processes and provide financial insights to potential investors.
  • Equity:
  • Oversee equity-related activities, including stock option plans, 409a valuations, and option exercises.
  • Systems and Processes:
  • Build and automate scalable financial systems and processes (e.g., transition from QuickBooks to NetSuite).
  • Implement and maintain ERP systems and other software (e.g., QuickBooks, NetSuite, Stripe).
Requirements:
  • 8+ years of experience in a similar role, with a track record of managing first-year audits, in a fast-paced environment.
  • Strong knowledge of US GAAP and experience with financial reporting and compliance.
  • Proven experience building and scaling finance teams and systems.
  • Advanced knowledge of Microsoft Office and/or Google Workspace, particularly Excel / Google Sheets.
  • Experience with software and ERP systems (QuickBooks, NetSuite, Stripe, etc.)
  • CPA, Big 4 experience, or equivalent.
  • Strategic financial experience from Investment Banking or Private Equity. Hands on M&A experience is a plus.
You may be a good fit if:
  • You thrive in ambiguity and can adapt quickly to changing priorities in a fast-paced startup environment.
  • You are comfortable working in a hands-on dynamic environment and getting "your hands dirty" to drive results.
  • You have a proven ability to build and scale finance teams and systems.
  • You have excellent analytical, organizational, and communication skills.
  • You have strong collaborative skills and ability to work cross-functionally with internal and external stakeholders.
Mindset:
  • Value speed and execution in a fast-paced environment without sacrificing quality.
  • Clear and effective communication skills.
  • Focus on value-add.
  • Resourcefulness in overcoming challenges and finding creative solutions.

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