Vice-President of Finance - NYC
Our client provides advisory services to retirement plan sponsors
(mostly 401(k) and other qualified retirement plans), including investment due
diligence research and advice, plan fee benchmarking, plan design guidance, and
fiduciary guidance. Today, they are one of the largest independent retirement
consulting firms in the U.S. The company is based in Aliso Viejo located in
Orange County California.
The Vice-President of Finance will report directly to the Corporate
Senior Vice-President and Divisional Controller based in NYC. He/She will also
report to the Presidents of Division. Reporting to the Vice-President of
Finance will be approximately 7 direct reports. In addition, he/she will
utilize Corporate resources to support finance and accounting processes.
The Vice-President of Finance is a newly created position that was
established to support the continued profitable growth of the division. This
growth will be both organic and through targeted acquisitions. This individual will be responsible for
the implementation and integration of corporate financial and accounting
reporting systems within the group.
The VP of Finance will be responsible to the Presidents for all financial
matters of the company. This will include providing financial leadership to the
organization. In addition, this individual will participate in developing
finance and accounting strategies, implementation of corporate and business
specific policies, objectives, operating plans, and budgets to meet business
growth and profitability goals. The VP of Finance will also be required to
manage the financial forecast and plans to support the attainment of the
divisions goals and objectives in a way that is consistent with all legal and
regulatory requirements. They will work consultatively with the leadership team
in providing financial guidance and analytics.
Through the development of needed systems and processes the VP of Finance will
help the company improve financial planning, forecasting and reporting by
enhancing the organizations ability to access, monitor and interpret
information in an efficient , effective and timely manner.
Provide input, guidance and pro-active leadership support in the implementation
and continuous improvement of the financial forecasting, accounting and
Assist corporate finance, treasury, tax and the business line in cash
management, asset management, budgeting, tax preparation, operations analysis,
financial and business reporting.
Responsible for hiring, training and managing a small accounting staff in the
implementation, installation and day-to-day operation of Corporate accounting
and reporting systems including general accounting, cost accounting, analysis
of operations and results, and financial reporting.
Oversee the financial review of acquisition’s opening balance sheet and
integration for the division. As requested, may assist M & A in evaluating
Monitor expenditures, investigate significant variances, identify and implement
Develop and monitor key measures and financial analytics for each line of
Prepare timely monthly reporting package, variance to plan analysis and
quarterly financial review presentations.
Bachelor’s degree in Financing or Accounting is required. MBA or CPA
is a plus but not required. Professional
Must have prior experience at VP or Director level with corporate or business
unit financial leadership experience, P&L, and balance sheet
A minimum of 10 years of progressive related finance and accounting experience
in a rapidly growing organization with at least 5 years in a senior managerial
Experience in a continuous improvement culture and matrixed organization with
the ability to lead process improvement and change.
Experience in the financial services industry or with asset management firms
with knowledge of regulations pertaining to retirement plans or 401(k)’s is
highly preferred but not required. Must be experienced with business services,
professional services, or consulting type firms.
Strong understanding of the financial management, forecasting, budget process
and business performance measurement systems.
Experience in overseeing financial aspects of corporate acquisitions would be a
definite plus but is not required. This would include financial due diligence,
deal structure and financing, closing documents and opening balance sheet
establishment, and post-transaction integration.
Must be able to develop, document and execute detailed budgets and forecasts.
Also, must be able to provide financial support in the development of business
Ability to effectively and professionally present financial information to
senior management and corporate executives.
Demonstrated ability to learn the business and have a business and customer
centric approach to Finance & Accounting Leadership.
Alta Search Group