Chief Financial Officer @ TeamDynamix | Jobright.ai
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TeamDynamix · 5 days ago

Chief Financial Officer

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Growth Opportunities

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Responsibilities

Set all financial policies and procedures for the company.
Define and monitor adherence to internal controls, to ensure compliance of controls and the safeguarding of company assets.
Develop annual financial budgets and rolling forecast, working closely with operations and support management.
Define and oversee the implementation of corporate tax strategies.
Develop, prepare and report financial strength of company to senior management, external stakeholders, and other parties as needed.
Develop ad hoc financial models and analyses as required.
Ensure the smooth operation within all Finance & Accounting areas of responsibility, including the design of systems and processes for functional areas including: cash management, accounts receivable, accounts payable, payroll, month end close, and financial reporting.
Manage relationships with external Finance & Accounting service providers, including tax and audit firms, banks and treasury management organizations, and insurance agents.
Manage relationships with Board of directors, investors and other key stakeholders.
Coordinate financial, security and government audits, working closely with external auditors, and government agencies.
Actively participate in Senior Leadership Team meetings, including providing common sense solutions and guidance.
Actively participate in evaluation of strategic partners including discussions, due diligence, and financial modeling.
Monitor cash flow metrics, including debt levels, borrowing and compliance with lending covenants.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial policiesInternal controlsFinancial budgetingCorporate tax strategiesFinancial reportingSaaS accounting standardsM&A experienceCPAAccounting

Required

10+ years of progressive leadership responsibilities within finance, preferably in the technology industry.
2+ years of proven success leading the finance function of an organization.
Thorough knowledge of SaaS accounting standards.
Strong interpersonal skills, ability to communicate and manage internally at all levels of the organization, as well as externally with financial and business partners.
Strong problem-solving and creative skills, and the ability to exercise sound judgement and make decisions based on accurate and timely analyses.
High level of integrity and dependability with a strong sense of urgency and results-orientation.
Strong leader with a 'roll-up-your-sleeves' leadership mentality.

Preferred

M&A experience, including sourcing, evaluation and analysis, due diligence and integration a plus.
CPA strongly preferred.
BS in Accounting or Finance (MBA preferred).

Company

TeamDynamix

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IT Service Management and Project Portfolio Management - together on one platform. Built for education, the public sector, and healthcare.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Level Equity ManagementK1 Investment Management
2022-12-21Secondary Market· Undisclosed
2017-11-20Undisclosed· Undisclosed
2015-02-24Private Equity· Undisclosed

Leadership Team

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Ken Benvenuto
CEO
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Andrew Graf
Co-Founder, CCO, & CPO
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Company data provided by crunchbase
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