Lucida Tax + Accounting Solutions · 1 week ago
President - Lucida
Milwaukee, WI
Full-time
Onsite
Director/ExecutiveLucida Tax + Accounting Solutions is committed to illuminating financial possibilities and empowering clients through exceptional accounting services. The President will serve as the chief executive, providing vision and leadership, overseeing strategic direction, and ensuring operational excellence to drive growth and profitability.
Responsibilities
Provide overall leadership and direction to the organization, ensuring alignment with its mission, values, and long-term objectives
Lead and inspire the executive team and senior managers to achieve performance goals and maintain operational excellence
Oversee daily operations across all business units, ensuring efficiency, quality, and client satisfaction
Represent the firm in external affairs, including industry events, strategic partnerships, and public relations
Foster a culture of innovation, collaboration, and continuous improvement
Define and execute the firm’s long-term growth strategy, including establishing organizational goals, budgets, and action plans
Identify and pursue new market opportunities, competitive advantages, and innovative approaches to expand market share
Drive the execution of strategic initiatives, ensuring measurable progress toward growth and profitability objectives
Lead the sourcing, evaluation, negotiation, and execution of M&A opportunities
Oversee comprehensive due diligence processes, addressing financial, operational, cultural, and legal considerations
Develop and manage integration plans to maximize value creation and minimize operational disruption
Monitor post-integration performance and implement improvements as needed
Ensure smooth operation of key business functions, including production, marketing, and sales
Implement operational best practices to improve efficiency, scalability, and profitability
Establish clear performance metrics and accountability systems for business units
Interpret financial statements to guide decision-making and maintain the firm’s financial health
Manage budgets, allocate resources effectively, and optimize capital deployment for strategic initiatives
Deliver revenue growth and profitability in line with organizational objectives
Clearly articulate the firm’s vision, strategies, and goals to employees, shareholders, clients, and external partners
Maintain transparent, timely, and effective communication with internal and external stakeholders
Qualification
Required
Proven track record as a senior executive (President, COO, GM, or equivalent) in a growth-oriented organization, preferably within professional services
Demonstrated experience in strategic planning, operational leadership, and successful M&A execution
Strong financial acumen with the ability to interpret and leverage financial data
Exceptional leadership, communication, and interpersonal skills
Bachelor's degree required
Preferred
MBA or advanced degree
Company
Lucida Tax + Accounting Solutions
At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.
Founded in 1994
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase