Finance Manager (Financial Planning/Analysis)

Job Description
Job Description
Description:
DIRECTOR OF FINANCE
SUMMARY
This executive leadership role is responsible for overseeing all aspects of financial management, accounting, budgeting, forecasting, cash management, financial reporting, and strategic planning. The ideal candidate will possess extensive experience in corporate finance, accounting, and operational leadership, with a proven ability to manage and develop high-performing teams internationally.

While hospitality industry experience is preferred, candidates with strong financial leadership experience in procurement, supply chain, professional services, construction, or related industries are encouraged to apply. This is a hands-on leadership position requiring active involvement in day-to-day financial operations while providing strategic guidance to support the company's growth and profitability objectives.

Key Responsibilities
Financial Strategy & Planning
Develop and execute financial strategies aligned with the company's mission, growth initiatives, and long-term business objectives. Lead the annual budgeting and forecasting process. Monitor financial performance and provide strategic recommendations to the CEO and executive leadership team. Prepare and present financial reports, forecasts, and business analyses to ownership and leadership. Support strategic growth initiatives, acquisitions, and expansion opportunities.

Financial Management & Operations
Oversee all accounting and financial operations, including:
General Ledger
Accounts Receivable
Accounts Payable
Payroll oversight
Revenue recognition
Fixed assets
Bank reconciliations
Month-end and year-end close processes
Ensure the accuracy and integrity of all financial records. Identify operational efficiencies and cost-saving opportunities. Develop and maintain internal controls and financial policies. Cash Flow, Treasury & Investment Management
Manage cash flow, working capital, and liquidity requirements.

Develop and implement cash management strategies to support ongoing operations and future growth. Monitor banking relationships, lines of credit, and financing arrangements. Oversee investment strategies while maintaining prudent risk management practices. Financial Reporting & Compliance
Prepare accurate and timely monthly, quarterly, and annual financial statements. Produce financial reports including:
Income Statements
Balance Sheets
Cash Flow Statements
Budget-to-Actual Analyses
Forecast Reports
Ensure compliance with GAAP and applicable federal, state, and local regulations.

Coordinate and oversee annual audits, tax filings, and financial reviews. Maintain compliance with all corporate reporting requirements. Procurement & Vendor Financial Management
Support procurement operations through financial oversight and analysis. Manage financial relationships with domestic and international vendors and contractors. Evaluate vendor contracts, pricing structures, and financial risk exposure. Monitor project profitability and procurement-related financial performance. Team Leadership & Development
Lead, mentor, and develop the accounting and finance team.

Foster a culture of accountability, collaboration, continuous improvement, and professional growth. Establish performance standards and provide coaching and development opportunities. Promote open communication and teamwork across all departments. Mergers, Acquisitions & Strategic Initiatives
Participate in mergers, acquisitions, and business integration activities. Conduct financial due diligence and valuation analyses. Support capital investment decisions and strategic business opportunities. Provide financial modeling and risk assessments for executive decision making.

Requirements

Required Qualifications
Bachelor’s degree in accounting, Finance, Business Administration, or related field. CPA designation strongly preferred. Minimum of 5 years of Corporate Controller, Finance Director, Vice President of Finance, or CFO experience. Proven experience managing accounting operations and financial reporting functions. Strong understanding of GAAP, financial controls, budgeting, forecasting, and financial analysis. Hands-on leadership style with the ability to actively participate in day-to-day financial operations while managing a small team.

Demonstrated success improving financial performance and operational efficiencies. Experience with multi-state operations and domestic/international vendor management. Experience supporting mergers, acquisitions, and corporate growth initiatives. QuickBooks
NetSuite

Preferred Qualifications
Hospitality, procurement, supply chain, construction, or project-based industry experience. Experience with:
Sigma Sourcing
Microsoft Excel (Advanced)
Financial Reporting and Business Intelligence tools
Strong contract review and vendor negotiation experience. Experience managing financial operations for organizations with revenues exceeding $50 million annually.

Core Competencies
Strategic Financial Planning
Leadership & Team Development
Financial Analysis & Reporting
Cash Flow Management
Budgeting & Forecasting
Risk Management
Operational Efficiency
Vendor & Contract Management
Mergers & Acquisitions
Process Improvement
Executive Communication
Compensation & Benefits
Carver & Associates offers a competitive executive compensation package, including base salary, performance-based incentives, benefits, paid time off, and opportunities for professional growth and advancement.

The Director of Finance will serve as a key member of the executive leadership team and play a critical role in supporting the continued growth, profitability, and long-term success of Carver & Associates.