Chief Financial Officer (CFO)
The Sr. M&A Consultant/CFO is responsible for managing and overseeing the company's financial operations, both domestically and internationally, including intercompany costs and transactions. Key responsibilities include:
- Leading the finance department and managing all financial matters.
- Collaborating with the CEO and President to raise funds, negotiate, and close financial transactions.
- Assisting the CEO in M&A and integration activities.
- Defining the company's strategic direction with the management team.
- Managing and negotiating contracts, agreements, and major relationships with suppliers, partners, landlords, and customers.
- Overseeing cash management and implementing best practices for financial controls and reporting.
- Managing financial controlling activities, including working capital management, budgeting, tax, and compliance.
- Preparing monthly financial statements and budgets, including consolidations.
- Establishing budgets and resource allocations to meet business targets and objectives.
- Developing financial models, cost models, and monthly financial reports.
- Ensuring timely execution of investor reporting requirements and customer deliverables.
- Managing relationships with banks and creditors.
- Coordinating year-end reviews with external accounting firms.
- Overseeing the submission of annual SRED submissions.
Required Experience:
- CPA CA designation preferred and/or MBA.
- Minimum 8 years experience in senior financial management or CFO roles, ideally within a growth company.
- Proven track record in fundraising, acquisitions, integrations, and day-to-day business management.
- Experience in the technology.
- Experience in recurring revenue, facility-based businesses, and recapitalization processes.
- Ability to produce complex consolidated financial statements for multi-currency, multi-branch organizations.
- Technical skills in financial reporting, analysis, and cash flow management.
- Excellent communication skills, both oral and written.
- Strong analytical and technical skills with the ability to apply judgment to evaluate issues and data.
- Ability to develop effective relationships with internal and external contacts.
- Team player with a strong desire to contribute to day-to-day operations.
- Willingness to travel.