Chief Financial Officer

Ensure your organization establishes finance operational strategies by evaluating trends; establishing critical measurements; determining production, productivity, quality, and customer service strategies; designing systems; accumulating resources; resolving problems; implementing change.

More Uses of the Chief Financial Officer Toolkit:

• Create, manage and implement Wildly Ambitious Goals for each annual upcoming year and throughout the year.
• Govern: chief executive officers, Chief Financial Officer, corporate accounting team, corporate human resources team, property owners and other stakeholders, and vendors and clients.
• Manage the corporate finance strategy by raising appropriate levels of debt and equity to meet growth requirements while maintaining an optimized capital structure.
• Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software.
• Manage work with Chief Financial Officer (CFO) to estimate project budget, create timelines of technical deliverables.
• Develop, in collaboration with the CEO and the Chief Financial Officer (the CFO), an annual operating plan that supports your organizations long term operations strategy.
• Ensure that the finance organization is structured and sized, so as to be optimally aligned to the needs of the business.
• Establish that your business provides oversight of the activities the Office of the Chief Financial Officer, the Office of Human Resources, Information and Technology Services, and the Office of Administration.
• Head: when a difficult or complex problem emerges in finance, you take it on happily and personally see it through to complete resolution.
• Arrange that your project oversees the accounts payable system, ensuring proper payment and compliance with Center policy for purchasing, management of fixed assets, and record keeping.
• Organize: review and modifies department, service line and total system budgets with administration, management and the Chief Financial Officer.
• Ensure your organization has a functional and actionable budget and economic model that drive the financial decisions at every level of your organization.
• Collaborate with production management and Chief Financial Officer to establish processes for inventory management and risk mitigation in materials control receiving processes.
• Warrant that your operation oversees the management of receivables by monitoring and reporting on collections and insurance billing.
• Pilot: continuously assess the finance organization and its practices to ensure that the team and its processes evolve to suit the business as it grows and matures.
• Provide strategic financial input and leadership on decision making issues affecting your organization.
• Manage: review and ensure application of appropriate internal controls, GAAP compliance and financial procedures.
• Provide financial reporting consistent with the product/service supply chain model utilized by your organization.
• Establish policies and procedures to help maximize cash management and improve bottom line profitability.
• Prepare and review executive level finance reports on a monthly basis to be reported to your executive team, founders, and advisory board.
• Secure that your project develops and implements plans for the operational infrastructure of systems, processes, and talent to meet your organizations.
• Serve as a key point of contact for external auditors; manage preparation and support of all external audits.
• Confirm your strategy ensures the accounting records are maintained in accordance with acceptable accounting principles and all applicable statutes, regulations, and contractual obligations.
• Develop performance measures and monitoring systems that support your organizations strategic direction.
• Generate qualified leads for future engagements by networking with other professional trusted advisors.
• Meet with the client regularly to review in detail the monthly reporting package and the forecast.
• Be accountable for managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting.
• Streamline and automate finance and accounting via numerous methods, as software adoption and integration, and ERP implementation.
• Initiate: work closely with the Controller and Chief Financial Officer, provides guidance in the development and deployment of best contract risk management practices.
• Govern: work closely with the Chief Financial Officer to develop and manage a healthy financial product portfolio for long term financial.