Chief Financial Officer, UCTS and Westwood Insurance Agency

Oversee the organization's fiscal function and performance at all levels. Publish monthly, quarterly, and annual financial reports, including income statements, balance sheets, cash flow statements, and various other ad-hoc reports as needed. Oversee preparation of the Firm's regular federal, state, and local tax returns. Actively manage the balance sheet, ensuring all operational and strategic decisions are made after careful consideration of the short-term, medium-term, and long-term financial health of the business. Prepare budgets and forecasts and develop appropriate analytical tools to help proactively drive business results. Prepare the monthly Partner reporting package, including financial statements and forecasts, performance against plan, and management discussion and analysis. Ensure 100% credit agreement/covenant compliance; prepare all required lender reporting. Work with the operating company and business unit leadership team to develop key performance indicators, and create an operational dashboard to report on KPIs. Optimize the handling of banking relationships and monitor strategies to enhance cash position and maintain flexibility. Lead contracted IT staff and manage third-party vendors to support the Firm's technology needs. Provide direction and ultimate oversight of the annual review process by the Firm's third-party auditors. Evaluate, manage, and motivate direct reports with a strong emphasis on planning, organization, preparation, follow-up, and internal communication. Analyze M&A opportunities including the development of acquisition modeling, due diligence, and overall investment opportunity assessment. Partner with operating company leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success

PRIMARY RESPONSIBILITIES:

• Oversee the organization's fiscal function and performance at all levels
• Publish monthly, quarterly, and annual financial reports, including income statements, balance sheets, cash flow statements, and various other ad-hoc reports as needed
• Oversee preparation of the Firm's regular federal, state, and local tax returns
• Actively manage the balance sheet, ensuring all operational and strategic decisions are made after careful consideration of the short-term, medium-term, and long-term financial health of the business
• Prepare budgets and forecasts and develop appropriate analytical tools to help proactively drive business results
• Prepare the monthly Partner reporting package, including financial statements and forecasts, performance against plan, and management discussion and analysis
• Ensure 100% credit agreement/covenant compliance; prepare all required lender reporting
• Work with the operating company and business unit leadership team to develop key performance indicators, and create an operational dashboard to report on KPIs
• Optimize the handling of banking relationships and monitor strategies to enhance cash position and maintain flexibility
• Lead contracted IT staff and manage third-party vendors to support the Firm's technology needs
• Provide direction and ultimate oversight of the annual review process by the Firm's third-party auditors
• Evaluate, manage, and motivate direct reports with a strong emphasis on planning, organization, preparation, follow-up, and internal communication
• Analyze M&A opportunities including the development of acquisition modeling, due diligence, and overall investment opportunity assessment
• Partner with operating company leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Education: 4-year required; 4-year degree in business preferred
• Experience (years and type of experience): 5 years’ experience in senior finance leadership roles required; 5+ years’ experience in senior finance leadership roles preferred
• Certification(s): None required; Additional professional development or designations preferred
• License(s): None required; None preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Demonstrated track record in one of the following: Private Equity, Investment Banking, Public Accounting, or as a Chief Financial Officer in a middle market professional services company with $15+ million of revenue
• Background in working with professional services businesses
• Experience with analyzing M&A transactions, including financial modeling, transaction execution, and diligence vendor management
• Strong leadership skills with the ability to make complex decisions
• Excellent financial skills, with the ability to detect trends from financial statements and provide analysis to senior leadership and managers to improve their decision-making ability
• Well-developed problem-solving skills, with an emphasis on innovative and creative solutions that result in higher profitability
• A self-starter who needs little direction; is highly self-motivated
• Excellent communication skills, both oral and written
• Results oriented and achievement motivated
• Operates with high integrity, builds trust, quickly wins and sustains credibility in relationships with others
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• None

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract.  The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.  All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• TBD

PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:

• Oversee the organization's fiscal function and performance at all levels
• Publish monthly, quarterly, and annual financial reports, including income statements, balance sheets, cash flow statements, and various other ad-hoc reports as needed
• Oversee preparation of the Firm's regular federal, state, and local tax returns
• Actively manage the balance sheet, ensuring all operational and strategic decisions are made after careful consideration of the short-term, medium-term, and long-term financial health of the business
• Prepare budgets and forecasts and develop appropriate analytical tools to help proactively drive business results
• Prepare the monthly Partner reporting package, including financial statements and forecasts, performance against plan, and management discussion and analysis
• Ensure 100% credit agreement/covenant compliance; prepare all required lender reporting
• Work with the operating company and business unit leadership team to develop key performance indicators, and create an operational dashboard to report on KPIs
• Optimize the handling of banking relationships and monitor strategies to enhance cash position and maintain flexibility
• Lead contracted IT staff and manage third-party vendors to support the Firm's technology needs
• Provide direction and ultimate oversight of the annual review process by the Firm's third-party auditors
• Evaluate, manage, and motivate direct reports with a strong emphasis on planning, organization, preparation, follow-up, and internal communication
• Analyze M&A opportunities including the development of acquisition modeling, due diligence, and overall investment opportunity assessment
• Partner with operating company leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success

MANAGEMENT AND SUPERVISORY SCOPE:

• Insert

FINANCIAL AND BUDGET ACCOUNTABILITY:

• Yes/No

Other things from original profile:

Year One Key Success Factors:

The Chief Financial Officer will be responsible for and judged regarding their success in the following key areas:

Preparing and publishing a timely and accurate monthly reporting package, including income statements, balance sheets, and cash flow statements

Creating the reporting and processes needed that allow for the payment of monthly commissions to commissioned sales colleagues

Preparing and maintaining the Company's operating budget(s)

Preparing and publishing actionable business intelligence reporting, with a specific emphasis on client and/or account team profitability for each business unit of the Company

Evaluating the Company's current business processes and ERP/accounting system and leading the successful implementation of any new processes and systems needed to provide timely reporting and actionable business intelligence

Evaluate, manage, and motivate direct reports with a strong emphasis on planning, organization, preparation, follow-up, and internal communication

Gain the confidence of the Leadership Team and Partners as a trusted business partner that is vested in the success of the Company

Candidate Profile:

The ideal candidate will be a hands-on leader who possesses an entrepreneurial style and a strong sense of ownership. They will have the ability to integrate into and quickly establish credibility in their role as a trusted advisor to the Leadership Team and Partners.

The successful candidate will be professional, technically proficient, an independent thinker, a strong negotiator, and a confident manager. They must also have the ability to convey a message that is understandable and relevant, linking business issues, financial results, and strategy. Candidate must be hands-on with a "get it done" personality. A team player by nature, this individual must possess a strong set of personal and business values that coincide with that of the Company. Integrity beyond reproach is without question.

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