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Chief Financial Officer for Global Operations

2 months ago

Palo Alto, California, United States Escalon Services, Inc. Full time
Job Overview

The Chief Financial Officer (CFO) for Global Operations will play a pivotal role within the executive leadership team, collaborating closely with the Chief Executive Officer to articulate and implement the strategic vision of the organization. This position will oversee and enhance the finance and accounting departments, ensuring scalability and effective communication with the board of directors through a data-driven and analytical approach.

Key Responsibilities:

  • Strategic Financial Leadership: Develop financial strategies that align with the overarching business goals.
  • Reporting & Compliance: Guarantee timely and precise financial reporting while adhering to compliance standards set by investors and lenders.
  • Financial Planning & Analysis: Direct budgeting, forecasting, and variance analysis, providing actionable insights to improve performance.
  • Investment Oversight: Manage capital allocation and investment strategies to optimize returns.
  • Treasury Management: Supervise cash flow management, ensuring sufficient liquidity, maintaining bank relationships, and managing interest rate and foreign exchange risks.
  • Risk Mitigation: Establish risk management protocols and develop contingency plans, including expense policies and corporate credit card controls.
  • Audit & Tax Compliance: Serve as the primary contact for external auditors, facilitating the audit process and ensuring compliance with corporate and payroll tax regulations.
  • Investor Relations: Build and maintain relationships with investors, financial institutions, lenders, and advisors.
  • Operational Excellence: Collaborate with operational teams to drive efficiency and enhance profitability.
  • Team Leadership: Mentor and lead the global finance team, promoting a culture of excellence and continuous improvement.

Qualifications:

  • Bachelor's degree in accounting or a related field; CPA certification is mandatory.
  • An MBA or advanced degree is advantageous.
  • A minimum of 12 years of senior leadership experience with a proven track record.
  • At least 7 years in a leadership capacity managing a global team.
  • Demonstrated ability to attract, develop, and retain top talent.
  • Experience in fast-paced, lean-team environments.
  • Successful history as a CFO or finance leader in a multinational professional services firm.
  • Expertise in driving operational efficiencies and cost management.
  • Strong understanding of financial controls, management systems, and performance metrics.
  • Knowledge of US GAAP and current accounting standards.
  • Analytical mindset with a data-driven decision-making approach.
  • Hands-on leadership style characterized by maturity, intellect, and integrity.
  • Commitment to delivering accurate financial results promptly.
  • Ability to lead and develop a high-performing team across diverse geographical locations.
  • Experience engaging with executive teams, boards, and private equity investors.
  • Willingness to travel internationally as required.
  • Familiarity with accounting software such as NetSuite.

Why Join Escalon Services, Inc.?

At Escalon, we provide a comprehensive range of health benefits from the first day of the month following your employment, ensuring you and your family remain healthy and secure.

  • Medical, Dental, and Vision plans
  • Life and Disability coverage
  • Short-Term and Long-Term Disability options
  • 10 Paid holidays annually
  • Flexible Paid Time Off
  • 401K Retirement Plan
  • Incentive compensation opportunities

Your final base salary will be determined based on various factors, including skill set, experience, and geographic location, while also considering internal equity among current team members.

Escalon is an equal opportunity/affirmative action employer.

About Escalon Services: Escalon Services is a Business Process Management (BPM) firm that delivers Essential Business Services (EBS) through a technology-enabled platform, catering to small- and medium-sized businesses (SMBs) and startups. Our mission is to allow clients to focus on their core business by alleviating the burden of back-office functions. With a remote workforce based in the US and a global delivery team in India, we are positioned to meet the growing demand for quality insights in a competitive marketplace.