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SEP · 2 days ago

Vice President of Finance (in person)

Westfield, Indiana

Full-time

Onsite

Director/Executive

10+ years exp

SEP is a financially strong, employee-owned professional services firm seeking an experienced financial leader for the role of Vice President of Finance. This position involves providing strategic financial leadership, managing day-to-day financial operations, and partnering with executive leadership to execute financial strategies and ensure operational excellence.

AerospaceAutomotiveConsumer SoftwareFinTechHardwareHealth CareInternet of ThingsProduct Design

Comp. & Benefits

Responsibilities

Develop and execute comprehensive financial strategies aligned with company objectives

Lead annual budgeting process, consolidating department budgets and providing strategic financial guidance

Create and maintain financial models to support strategic decision-making and capital deployment

Provide financial analysis and recommendations for capital investments, business opportunities, and resource allocation

Partner with executive leadership on long-term financial planning and scenario analysis

Prepare and present financial insights to the Board of Directors

Oversee all financial aspects of SEP's Employee Stock Ownership Plan (ESOP)

Lead annual ESOP valuation forecasting and analysis

Manage ESOP repurchase obligation planning and cash flow modeling

Ensure compliance with ESOP regulations and reporting requirements

Coordinate with ESOP administrator and trustee on financial matters

Analyze and communicate ESOP financial impacts to leadership and employee-owners

Oversee all accounting operations including AP, AR, and bank reconciliations (performed by bookkeeper/office admin)

Ensure accurate and timely monthly, quarterly, and annual financial reporting

Maintain and improve financial controls, policies, and procedures

Manage relationships with external auditors and ensure successful audit outcomes

Oversee tax compliance and planning in coordination with external tax advisors

Implement and optimize financial systems and tools (QuickBooks, Excel, financial planning platforms)

Monitor cash flow and manage banking relationships

Optimize working capital and liquidity management

Oversee credit facilities and debt management

Manage investment strategies for reserves

Provide cash forecasting and variance analysis

Collaborate with operations team on pricing strategies and rate-setting

Review and analyze contract terms from a financial perspective

Support contract negotiations with financial analysis and risk assessment

Support reporting on profitability by client, project, and service line

Oversee vendor relationships and negotiate favorable terms

Oversee software subscription portfolio and cost optimization

Conduct regular audits of tool usage versus budget

Ensure compliance with all financial regulations and reporting requirements

Maintain insurance programs and coordinate renewals

Manage financial risk assessment and mitigation strategies

Oversee compliance for government contracting requirements as applicable

Qualification

Financial leadershipFinancial modelingGAAP knowledgeESOP experienceAdvanced ExcelFinancial reportingAudit managementProcess improvementCommunication skillsStrategic thinkingCollaboration