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Finance Leader

3 months ago

Edina, United States Pivot Strategies Full time

Pivot Strategies is an innovative communications agency with a relentless passion for the power of strategic employee communications and smart change management to transform organizations from the inside out. Our clients are a dream list of the world’s most admired companies. And our team is the best in the business - we’re a seasoned team of creative and strategic thinkers and relentless do-ers.

OUR VALUES:

  • Self-care is non-negotiable: We lead with kindness and respect for each other and our clients. Our well-being is prioritized, which enables us to do great work.
  • Positive mental attitude: We start with yes, enjoy new learning opportunities and encourage curiosity.
  • Better is possible: We maintain a high bar for work output and uphold the premium standards of the Pivot brand and reputation.
  • Be the change: We embrace change, face issues head-on and adapt quickly.
  • Unapologetically hungry: Growth excites us and we are always looking for new opportunities, projects, clients and industries.

We are growing quickly and seeking a sharp, highly skilled, and strategic Finance Leader to join our team. The ideal candidate will be a seasoned finance professional with a proven track record in financial management, accounting, analysis, and budgeting. You will play a crucial role in overseeing the financial health of the company - leading all financial planning, optimizing financial/accounting processes, managing our contracts and SOW processes effectively, leading the budgeting efforts, and leveraging data to provide valuable insights for informed decision-making. As part of our leadership team, you'll partner and collaborate with the broader team, providing valuable insights that support strategic decision making.

WHAT YOU’LL DO:

As part of the team, responsibilities will include, but not be limited to:

  • Work closely with executive leadership to develop and execute financial, and budgeting strategies aligned with the company’s overall goals
  • Provide financial and budgeting forecasts and scenario analysis to guide long-term planning
  • Lead the accounting and financial reporting for the organization
  • Own the annual budget preparation, gross profit analysis and respective quarterly forecasts
  • Analyze existing accounting processes and systems to identify opportunities for improvement and efficiency
  • Collaborate with cross-functional teams to implement process enhancements and best practices
  • Enhance existing monthly, quarterly and annual close processes
  • Ensure consistent, accurate financial and operation data is used in all financial systems
  • Continuously monitor actual vs. budgeted/forecasted performance, and make recommendations to leadership on methods to improve and sustain profitability
  • Provide accurate and timely information to leadership to ensure we achieve our strategic objectives
  • Research and stay informed of industry trends to provide recommendations and/or improvements for tools or methodology to improve reporting and analysis
  • Oversee a small team, providing mentorship and guidance as needed.
  • Other duties as assigned – we are a small team and are always ready to get things done for our team and our clients

ABOUT YOU:

  • You’re a well-rounded finance professional with demonstrated experience in accounting or finance
  • You are excited about the idea of supporting daily financial planning and analysis in a small organization
  • You are both strategic and tactical
  • You are a strong and collaborative business partner to our team
  • You have the ability to analyze information and data and maintain accounting records
  • You have a high attention to detail and are deadline oriented
  • You have strong troubleshooting and critical thinking skills
  • You have excellent written and verbal communication skills
  • Your time management skills are impeccable, and you know how to prioritize tasks
  • You have strong organizational skills and are able to work independently
  • You’ve worked in a fast-paced culture before, and thrived
  • You’re comfortable in an agile environment - change is constant in a consulting agency
  • You have a motivational attitude and a flexible demeanor
  • You have a “no job is too small” and can-do attitude

QUALIFICATIONS:

  • Undergraduate degree in business, accounting, or finance
  • CPA or masters degree in accounting or finance desirable
  • 10+ years of experience in accounting or finance, preferably in small, growing organizations
  • You are an Excel wizard, with strong analytical skills
  • Experience with Quickbooks
  • EOS experience desirable
  • Outstanding communication and interpersonal skills. You are a natural collaborator and a true business partner

BENEFITS:

  • Competitive salary
  • Comprehensive benefits package, including healthcare, dental, life and disability benefits
  • 401K with a company match
  • Life insurance an short-term disability options
  • Paid time off plan
  • Flexible schedule and work environment
  • Opportunity for personal and professional growth
  • An exciting, welcoming, and fun culture

ABOUT PIVOT STRATEGIES:

Pivot Strategies is a boutique strategic communications firm based in Minneapolis. We are located in Lifetime Work (Edina Location). For more information, visit www.pivotstrategiesconsulting.com.