This Executive opportunity is a strategic leadership role responsible for successful outcomes across the business. Beyond leading the finance and accounting discipline, you will serve as a key strategic partner to the executive team playing a critical role in driving organizational performance. As a senior strategic partner to both the Chief Executive Officer and President, you will collaborate closely with senior executive, financial, information technology, and human resource leaders to secure the best possible big team wins and chart a path for sustainable, scalable growth.
Location
Mid-Atlantic
Leadership Expectations
Strategic Vision: Develop, communicate, and implement financial & operational strategies that align with organization’s Vision, Values, and goals. Relentlessly pursue positive culture, efficiency, growth, and profitability. Ensure all Team members understand and align with the organization’s Vision and Values.
Engagement: Serve as a member of the senior leadership team (SLT). Leverage your intellectual curiosity to engage business unit leaders in discussion and debate that will challenge status quo, elicit new ideas, and provide operational-financial partnership.
Team Development: Inspire, mentor, coach and lead a diverse team of professionals, promoting a high-performance, accountability-centered culture. Oversee the consistent implementation of regular training and development opportunities to enhance Teamwork as well as individual’s capabilities, career growth, engagement, and retention.
Change Management: Plan, lead and manage change initiatives, ensuring clear communication, effective transitions and minimal disruption. Communicate the benefits of changes clearly and help managers effectively lead their Team members in adapting to new processes and systems.
Culture Building: Model and promote values to enhance our culture that recognizes innovation, accountability, learning, agility, teamwork and successful execution.
Communication: Facilitate clear, consistent communication at all times to ensure engagement and alignment.
Operating Partner Accountabilities
Partner with business unit leaders to understand their profit centers, identifying opportunities for expansion as well as areas in need of reorganization or divestment.
Work with the Chief Executive Officer, President, and other senior executives to prepare and establish priorities for the planning process
Lead the budget preparation process for the enterprise.
Compare sales and profit projections to actual figures and budgeted expenses to actual expenses; make or oversee any necessary adjustments to future projections and budgets.
Refine and implement forward-looking models and activity-based analyses to offer financial insights into the organization’s plans and operations
Cultivate strategic alliances with vendors and business partners. Ensure negotiated terms and conditions with customers and vendors benefit the company and conduct regular reviews for optimization
Study long-range economic trends and projects their impact on future growth in sales and market share.
Financial & Accounting Leadership
Serve as the executive sponsor for finance-driven enhancements to support data-driven decisions
Partner with IT to digitize and modernize financial & operational workflows for scalability and efficiency
Lead the finance & accounting function in alignment with our core values.
Bring focus and inspire the Team to row in the same direction. Develop, review and improve upon leading key performance indicators (KPIs) to drive successful outcomes.
Regularly review performance data, provide actionable insights, and hold your Team accountable.
Ensure finance and accounting teams are tech savvy with a commitment to streamlining processes
Ensure financial and tax strategy support the business strategy
Serve as a key leader in M&A activities including supervising due diligence, negotiating terms, overseeing legal documentation, and engaging across the enterprise to successfully integrate acquisitions.
Oversee investment of funds and work with investment bankers to raise additional capital required for expansion.
Serve as part of the 401(k) plan advisory committee
Manage Capital Request Process
Manage Financial Side of EE benefits
Risk Management & Compliance
Understand and mitigate key elements of the enterprise risk profile
Ensure the company maintains a balance book with the management of commodity price risk on inventory and fixed forward sales agreements
Review and ensure the proper implementation of internal controls to uphold financial integrity.
Collaborate with IT and team members to ensure financial system integrity, data security, and protection against cyber related financial crimes
Maintain appropriate property and casualty insurance
Active participation in the management and oversight of our insurance captive engagements, including periodic travel to captive related meetings as necessary
Serve as the financial advisor on all company contracts
Monitor all open legal issues
Ensure the company complies with all legal and regulatory requirements
Lead the audit functions and ensure that record keeping meets the requirements of auditors and government agencies
Reporting
Work with SLT and stakeholders to develop and deploy analytics dashboards to drive efficiency across the organization.
Deliver and present monthly financial reports by business unit in a timely and clear manner to ensure effective discussions of results.
Directs the accurate and timely preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.
Oversee and scrutinize all month-end closing activities.
Present financials to the Board of Directors
Ensure compliance with tax reporting
Expected Competencies
10+ years' experience of progressive financial leadership experience that includes experience in a senior executive role
Bachelor’s degree in finance, Accounting, Business Administration or a related field. MBA, CPA, and/or CFA is highly desired
Expert industry knowledge of fuel and/or propane distribution
Experience in a full range of insurance markets, (health, workers comp, property and casualty, marine liability, etc.)
In-depth knowledge of corporate finance, accounting principles and regulatory requirements
Balanced leadership style that can move fluidly from the big picture to the details with a natural predisposition for digging into the details to ensure clarity
High ethical standards and a strong business acumen
Expert verbal, written, and presentation communication skills.
Excellent relationship building skills internally and externally
Resilient and adaptable to change
Results oriented and highly organized
Contact
Jason McAuliffe at jasonm@er-inc.com or 239.444.5283