Chief Financial Officer (CFO)

Job Details

Job Location: Meriden Office - Meriden, CT 06450

Qualifications

Chief Financial Officer (CFO)

 

Position Summary

The CFO is a strategic partner to the President and Executive Leadership Team, driving financial performance, operational excellence, and a culture of collaboration and accountability. This role leads financial strategy, risk management, and business growth while empowering teams and fostering long-term sustainability in a 100% employee-owned organization.

 

Key Responsibilities

 

Financial Leadership & Strategy

 

• Develop and execute comprehensive financial strategies aligned with organizational goals and a sustainable employee ownership company
• Lead strategic planning processes and coordinate cross-functional business planning initiatives
• Provide financial analysis and recommendations to support strategic decision-making
• Oversee capital allocation, investment strategies, and merger & acquisition activities
• Lead ESOP Repurchase Obligation strategies and provide recommendations to maintain a long-term sustainable ESOP.

 

Financial Operations & Controls

• Oversee financial operations strategy while delegating day-to-day accounting to the Controller
• Set financial policies, procedures, and internal control frameworks
• Direct cash management, cash flow optimization, and capital structure decisions
• Lead annual audit processes and maintain relationships with external auditors
• Review and approve financial statements and regulatory filings prepared by Controller

 

Business Partnership & Analysis

• Serve as primary financial business partner to President and Discipline leaders
• Focus on strategic financial analysis rather than transactional accounting activities
• Conduct financial analysis of operational initiatives and growth opportunities
• Develop and monitor key performance indicators and business metrics
• Lead cost optimization initiatives and operational efficiency programs
• Drive pricing strategy and profitability analysis for and across Disciplines

 

Stakeholder Relations

• Manage relationships with banks, financial institutions, 3rd party partners, and board members
• Oversee external financial reporting and investment communications
• Lead due diligence processes for potential partnerships and acquisitions
• Represent the company in financial and business community forums

 

Technology & Systems

• Oversee IT infrastructure, hardware and software strategies and implementations
• Oversee financial systems, ERP implementations, and digital transformation initiatives
• Drive data analytics capabilities and business intelligence platforms (e.g., AI)
• Ensure cybersecurity and data governance standards for financial systems
• Lead automation and process improvement initiatives

 

Leadership & Team Development

• Build and lead high-performing finance and operations teams
• Provide mentorship and professional development for direct reports and accounting and finance staff
• Foster a culture of continuous improvement and innovation
• Collaborate effectively across all organizational levels and departments