Develops financial well-being of the organization by providing financial projections and accounting services, preparing growth plans, and directing staff.
Accomplishes finance human resource strategies by determining accountabilities; communicating and enforcing values, policies, and procedures; implementing recruitment, selection, orientation, training, coaching, counseling, disciplinary, and communication programs; planning, monitoring, appraising, and reviewing job contributions; and planning and reviewing compensation strategies.
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, reporting results, analyzing variances, and developing improvements.
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 finance and organization mission by completing related results as needed.
CFO Job Description
Chief Financial Officer Qualifications/Skills
Financial planning and strategy
Strategic planning and vision
Promotion of process improvement
Education, Experience, and Licensing Requirements
MBA or 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.
Benefits, Culture, Etc
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Management roles vary by organization, depending on a company’s history, the characteristics of its industry, and the demands of investors. And although fitting CFOs into a clear-cut typology may seem artificial, we found it useful to understand how companies are filling the role to get a clearer picture of how it’s changing. Based on our research, we categorize CFOs into four general profiles.
Here at Cowen Partners we are all about results and nothing drives results and creates value for our clients like finding them a qualified Chief Financial Officer. Our President and Founding Partner, Shawn Cole is a thought leader on the subject and contributes to several publications, including CFO.com, IPOHub, and CFO Magazine.