Head of Finance & Accounting

Description

The Head of Finance & Accounting is a critical member of the senior executive team, reports directly to the CEO of the firm and sits on the Strategic Planning Committee. This position leads a team of financial professionals in the execution of Curtis’ financial operations and strategies. The position oversees all financial matters pertaining to the achievement of financial objectives enabling Curtis to optimize its operating efficiency. This position is based in our Walnut Creek Headquarters. 

Duties and Responsibilities to include:

• Executive financial leader for Curtis, responsible for creating and implementing strategic financial plans and determining available financial resources to support the ongoing success of the company.
• Develop and oversee Curtis’ annual operating budget and implement a plan to track and forecast monthly expenses and revenues.
• Develop and administer the company’s capital budget, supporting the long-term capital plans of Curtis.
• Establish and administer the overall financial activities of the company, including cash management, treasury, and internal controls to ensure processes and procedures are in accordance with accounting standards, laws, and regulations.
• Oversee the annual CPA review of Curtis’ financials.
• Manage Curtis’ overall financial interests, capital structure and debt/equity mix, ensuring financial metrics and targets are met.
• Oversee the risk management program and coordinate business insurance for the firm.
• Manage the development and evaluation of short- and long-term financial goals and financial reporting.
• Ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules governing financial and tax reporting.
• Review and manage cash, funds, and assets in addition to maintenance of adequate funds through cash and financial forecasts to meet outstanding and future financial commitments.
• Manage capital expenditures and administer the companies’ investments.
• Plan and manage Curtis’ debt position.
• Oversee and serve as trustee of the company’s retirement program.
• Establish realistic performance metrics for the finance and accounting team and individuals; measure progress toward goal accomplishment; ensure work efforts are aligned; measure and evaluate results.
• Analyze Curtis’ current and forecasted financial and operating performance; provide analysis, reports, and interpretations clearly, concisely, and accurately through oral and written communications to the CEO.
• Ensure the CEO is kept informed of critical issues or conditions and maintain effective communication among all Curtis divisions.
• Manage relationships with financial institutions in support of Curtis’ financial needs.
• Review Curtis financial statements and account reports for appropriateness and accuracy. Ensure the integrity of Curtis’ financial reporting, including its annual financial statements and disclosures.
• Provide input into overall strategic, business, and financial plans.
• Assure that all activities are carried out with a prominent level of attention to detail, safety, and security.
• Foster an environment of innovation in order to fulfill responsibilities as effectively and efficiently as possible.
• Identify, prioritize, and execute key initiatives in support of the Curtis Strategic Plan
• Maintain positive relationships with financial institutions, CPA firm, insurance providers and all other service providers necessary to successfully fulfill the role.

Requirements

Ten (10) years of progressively responsible and recent professional fiscal management. Including experience involving, budget, personnel management, financing, cash management, tax compliance insurance, and analysis.

• A minimum of three (3) years of experience at a similar or equivalent level.
• A bachelor’s degree from an accredited college or university with major course work in Accounting, Finance, Business Administration, or a related field. A master’s degree is desirable.
• Certified Public Accountant.
• Expert knowledge of MS Office applications (excel).
• Experience with financial management software (NetSuite preferred).

Ideal Candidate Profile:

The ideal candidate will be a strategic thinker with outstanding leadership qualities that exemplify Curtis core values and its mission. The ideal candidate will also need to have a record of success that illustrates a career history that includes being a strategic leader, problem solver, relationship builder, excellent communicator and have business financial expertise.

• Experience with financial and tax requirements including sales tax reporting and management.
• Comprehensive knowledge of budgeting and cash forecasting