Chief Financial Officer

4 weeks ago

Fort Worth, Texas, United States Ulrich Lifestyle Structures, LLC Full time
Job Title: Chief Financial Officer

Ulrich Lifestyle Structures, LLC is seeking a highly skilled and experienced Chief Financial Officer to join our executive leadership team. As a key member of our team, you will be responsible for driving the financial strategy, operational oversight, and long-term growth of the company.

Key Responsibilities:
  • Develop and implement long-term financial strategies aligned with business objectives in collaboration with the CEO and executive team.
  • Provide financial forecasts, budgets, and 13-month rolling projections to guide decision-making and support growth initiatives.
  • Drive profitability improvements, cost optimization, and identify new revenue streams.
  • Manage budgeting, reporting, and forecasting across all business entities, ensuring multi-entity consolidation is accurate and timely.
  • Oversee monthly close processes with strict timelines and adherence to GAAP and internal controls.
  • Lead ERP system implementation and ensure alignment across financial operations, including onboarding of new entities.
  • Conduct financial due diligence for acquisitions and develop integration strategies for seamless onboarding.
  • Manage post-acquisition reporting and ensure alignment with the company's broader operational and financial strategy.
  • Collaborate with senior leaders to identify acquisition targets that align with growth plans.
  • Proactively identify and manage financial risks to ensure business continuity.
  • Ensure compliance with GAAP, tax regulations, and federal, state, and local laws across all entities.
  • Oversee internal controls and audits, safeguarding assets and ensuring seamless compliance with regulatory bodies.
  • Oversee treasury operations, cash flow forecasting, and capital planning to maintain liquidity.
  • Build and maintain relationships with banks and financial institutions to secure capital and manage financing needs.
  • Develop and execute strategies for debt management, investment planning, and capital allocation.
  • Lead and mentor a high-performing finance team, promoting continuous learning and development.
  • Foster a culture of accountability, collaboration, and operational excellence within the finance department.
  • Partner with other departments to align financial goals with operational objectives.
  • Drive initiatives to streamline financial processes and improve efficiency.
  • Develop KPIs and dashboards for real-time financial tracking and performance monitoring across the organization.
  • Collaborate with legal teams to ensure compliance with contracts, insurance policies, and corporate governance.
Requirements:
  • Mastery in budgeting, forecasting, GAAP compliance, and multi-entity financials.
  • Ability to align financial strategies with business goals and drive profitable growth.
  • Proven experience leading teams, fostering collaboration, and driving continuous improvement.
  • Expertise in cash flow management, process optimization, and ERP implementation.
  • Strong relationships with investors, lenders, and external partners; capital-raising experience.
  • Data-driven decision-making and proactive risk management.
  • Clear, concise communicator with the ability to influence at all levels.
  • Thrives in fast-paced environments and manages change effectively.
  • Skilled in ERP systems, financial software, and advanced Excel modeling.
Qualifications:
  • MBA in Finance, Accounting, or related field required; CPA or CFA preferred.
  • 10+ years in senior financial leadership, ideally in multi-entity or high-growth environments.
  • Proven expertise in acquisitions, financial reporting, and ERP system implementation.
  • Experience managing capital strategy, treasury operations, and investor relations.
  • Strong track record in budgeting, forecasting, and process improvement.
  • Deep knowledge of GAAP and regulatory compliance.
  • Exceptional leadership, communication, and stakeholder management abilities.
  • Proficient in ERP systems (Infor/Syteline preferred) and advanced Excel modeling.
  • Demonstrated ability to identify risks and drive profitability and cost optimization.
Compensation and Benefits:
  • Competitive Salary with profit sharing bonus
  • Medical, Vision, Dental
  • PTO
  • 401(k) Safe Harbor with a company match
  • Exempt Full-time
  • Life Insurance
  • Long/Short Term Disability Insurance

Ulrich Lifestyle Structures, LLC is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and experienced financial leader looking for a new challenge, please submit your application.

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