Vice President, Financial Planning and Analysis
Wolfe, LLC
ERP
Senior Vice President, Accounting – FP&A
ClassWallet
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
ERPOracleTableau
About the role
- Oversee all accounting functions, including general ledger, accounts payable, accounts receivable, and payroll.
- Ensure the timely and accurate preparation of financial statements in accordance with GAAP.
- Maintain a strong system of internal controls to safeguard company assets.
- Manage the annual audit process and ensure compliance with all regulatory requirements.
- Lead and mentor the accounting team, fostering a culture of accuracy, efficiency, and continuous improvement.
- Lead the development of the annual budget, forecasts, and long-range financial plans.
- Provide insightful financial analysis to support strategic decision-making.
- Develop and monitor key performance indicators (KPIs) to track business performance.
- Prepare and present financial reports to the executive team and the board of directors.
- Build financial models.
- Develop and execute the company's revenue operations strategy to optimize revenue generation and efficiency.
- Implement and manage systems and processes to streamline the revenue cycle, including lead management, sales forecasting, and contract management.
- Analyze revenue data to identify trends, opportunities, and areas for improvement.
- Drive initiatives to improve customer acquisition, retention, and lifetime value.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA certification is required.
- MBA or relevant advanced degree is preferred.
- Minimum of 15 years of progressive experience in accounting and finance roles, with at least 10 years in a senior leadership position.
- Extensive knowledge of GAAP and financial reporting.
- Strong understanding of financial planning, budgeting, and forecasting processes.
- Proven experience in developing and implementing revenue operations strategies.
- Excellent leadership, communication, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficiency in financial systems and software.
- Preferred: Experience working in a high-growth company or a dynamic industry.
- Preferred: Experience with specific ERP systems (e.g., Oracle, SAP, NetSuite).
- Preferred: Knowledge of data visualization tools (e.g., Tableau, Power BI).
- Preferred: Experience in a company with a complex revenue model.
- Preferred: Demonstrated ability to build and scale finance organizations.
