Executive Financial Leader

4 weeks ago


Houston, Texas, United States Heath Consultants Incorporated Full time
Job Summary

We are seeking a highly skilled and experienced Financial Director to join our team at Heath Consultants Incorporated. As a key member of our leadership team, you will be responsible for overseeing the execution of our financial operations and strategy.

Key Responsibilities
  • Financial Planning and Analysis
    • Develop and maintain complex financial models and methodologies to align with changes in the business and economic indicators
    • Identify areas of concern where trends suggest risk to the organization and strategize for a solution
  • Financial Reporting and Analysis
    • Leverage analytics to evaluate the financial impacts of strategic initiatives and business opportunities
    • Partner with Operations and IT to align for data strategy for dashboard reporting
  • Financial Leadership
    • Coordinate and lead annual budgeting and forecasting process and track the performance against the financial goals and objectives
    • Prepare and present financial statements, reports, and analysis to Management, Executive Leadership, and Board of Directors
  • Operational Support
    • Partner and manage monthly P&L meetings with operations personnel to ensure creation and execution of improvement plans
    • Perform ad hoc reports, analysis, and special projects as requested
Requirements
  • A master's degree in accounting, finance, business administration, or a related field is preferred
  • Demonstrate progressive experience in accounting and finance, with at least 2 years in a senior management role
  • A professional certification, such as CPA, CFA, CMA, or CGMA, is preferred
  • Ability to independently resolve complex problems where analysis requires an in-depth evaluation of multiple factors
  • Excellent decision-making skills by selecting methods, techniques, and evaluation of data for obtaining results
  • Strong leadership, communication, and interpersonal skills
  • Ability to work under pressure, meet deadlines, and manage multiple projects and priorities
  • Proficiency in Microsoft Office, especially Excel, and other financial software and systems
  • Must be detail oriented with big picture vision
  • Epicor and XL Connect experience is a plus
What We Offer
  • $175k+ base salary, plus annual bonus potential
  • 401k, benefits, and other perks


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