Chief Financial Officer

Description

Who We Are

Engaging Solutions is what we are, and what we do! Our mission is to provide tailored business solutions that improve the quality of life for everyone in the communities we serve. That commitment is accomplished through our core values: People, Impact, Community, Equity & Integrity. What makes us unique is we are small enough to be flexible, large enough to deliver excellence, and agile enough to adapt to any organization’s needs.

We offer competitive pay, excellent benefits, and a holistic approach to work life balance including work from home opportunities. It’s no wonder Engaging Solutions has been selected as one of Indianapolis’ Top Workplaces (Indy Star 2016, 2017, 2018, 2020 & 2022) and is ranked as a Fastest Growing Business by Fortune Magazine! 

Position Purpose: The Chief Financial Officer leads and manages the internal accounting, budgeting and finance functions for Engaging Solutions and reports directly to the Chief Executive Officer. This role is responsible for supervising the accounting and budgeting functions of the firm. Work involves recommending, developing, implementing, and coordinating policies and programs with other operational leaders to drive fiscal operational excellence. To succeed in this role, you must be an experienced leader with the ability to develop and provide insight to ensure the accounting operations are effective, efficient, and congruent with all industry acceptable accounting practices.  

Competencies/Duties:

• Develops financial well-being of the organization by providing financial projections and accounting services in order to help the Accounting Department, preparing growth plans, and directing staff
• Develops finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction and establishing functional objectives in line with organizational objectives.
• Establishes finance operational strategies by evaluating trends; establishing critical measurements; determining production, productivity, quality, and customer-service strategies; designing systems; accumulating resources; resolving problems; and implementing change
• Develops organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; and accumulating capital to fund expansion
• Develops financial strategies by forecasting capital, facilities, and staff requirements; identifying monetary resources; and developing action plans
• Monitors financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances
• Maximizes return on invested funds by identifying investment opportunities and maintaining relationships with the investment community
• Reports financial status by developing forecasts, annual budget, financial statements, reporting results, analyzing variances, and developing improvements. Effectively communicate relevant project information and performance enterprise wide.
• Updates job knowledge by remaining aware of new regulations, participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations
• Accomplishes financial goals and organization mission by completing related results and aggregating funding as needed
• Directly, or through managers, appoint, supervise, provide ongoing training and development training to the accounting and finance team 
• Develop, recommend, and implement policies and programs in collaboration with the other operational leaders to drive fiscal and operational efficiencies
• Manage team performance and accountability
• Collaboration with departments to ensure timely and accurate billing of clients, payment of bills, and pricing strategies.
• Oversee the annual tax and external audit functions
• Oversee and monitor cash position and manage banking relationships

Requirements

Position Requirements/Abilities:

• Professionalism, integrity, honesty, and a positive attitude are essential
• Superior interpersonal skills - ability to get along with diverse personalities, must be tactful, mature, and flexible
• Strong critical thinking, problem-solving, and analytical skills
• Ability to maintain objectivity and express sound independent judgment
• Strong working knowledge of project-based accounting software
• Excellent mathematics, financial and analytical/reporting background
• Outstanding written and verbal communication skills
• Excellent computer, training, and presentation skills
• Ability to effectively organize, prioritize, and manage multiple assignments and deadlines simultaneously
• Works independently but under general policy and strategic guidance
• Ability to influence and drive cultural change across the organization in the areas of financial tracking, monitoring, modeling, and budgeting

Education, Work Experience, Licensure:  

• Bachelor’s Degree in business, finance, accounting, or equivalent experience
• Master’s degree preferred
• Certified Public Accountant certification a plus
• Minimum 10 years’ experience in accounting and financial management practices
• Experience in a senior management position
• Proficiency with accounting software, word processing, and spreadsheets
• Solid GAAP and financial reporting technical skills

Supervisory Responsibilities: The Chief Financial Officer has supervisory responsibilities over the Accounting and Finance team as well as the Fiscal Management and Accountability service line.