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Direct the full finance function, including planning, reporting, treasury activity, and oversight of accounting operations across the organization
Develop and manage the annual budgeting process, translating business goals into practical financial plans and measurable performance targets
Prepare forward-looking cash flow models tied to revenue expectations so leadership can make informed operating and investment decisions
Supervise accounts payable, accounts receivable, and collection activities to maintain strong working capital and accurate financial records
Lead timely month-end close procedures and ensure financial statements remain organized, reliable, and ready for audit review
Manage sales and use tax activities for a licensing-focused business, with an emphasis on improving internal ownership of these processes
Oversee financial systems usage in QuickBooks Online and support integration efforts involving Microsoft Dynamics environments
Partner with executive leadership on high-impact initiatives such as ESOP-related planning and the financial structure required for international expansion
Build stronger financial methodologies, controls, and execution plans that enhance scalability in a fast-moving business environment
Requirements
At least 10 years of progressive financial leadership experience in growth-oriented organizations with substantial operational complexity
Proven background serving as a strategic finance partner while also remaining actively involved in day-to-day accounting and cash management
Strong expertise in budgeting, forecasting, treasury oversight, accounts payable, accounts receivable, and collections
Hands-on experience with QuickBooks Online and familiarity supporting integrations with Microsoft Dynamics platforms
Demonstrated knowledge of sales and use tax compliance, ideally within software, licensing, reseller, or cloud services environments
Experience contributing to ESOP-related initiatives or other ownership transition planning is highly valued
Ability to support business expansion initiatives, including financial planning for international operations
Comfortable working in either a permanent or fractional leadership capacity, depending on business needs