Chief Financial Officer

1 week ago

Oakville, Ontario, Canada Osborne Financial Search Full time

Direct message the job poster from Osborne Financial Search.

Our client is a diversified HVAC distribution company with operations across Canada and the United States. The company is on an exciting growth journey—both organically and through strategic mergers and acquisitions—which have added scale and diversification. The business is active in residential, commercial, and industrial markets and serves a wide range of customers, from contractors to manufacturers. Today, the business has ~90 employees across 5 offices and distribution hubs.

Reporting into the President, the Chief Financial Officer will be responsible for all aspects of the company's financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, as well as development of internal control policies and procedures to maximize enterprise value.

This position will also be a key partner in providing strategic business input from a financial perspective, including short- and long-term business plans, establishing financial metrics for business operations, evaluating pricing strategies, assisting with M&A opportunities and monitoring and reporting on progress.

RESPONSIBILITIES AND DUTIES

Strategic responsibilities

  1. Provide strategic guidance on operational activities and structure and make actionable recommendations to improve financial efficiency and performance.
  2. Implement and control key performance indicators (revenue, gross margins, EBITDA, operating metrics, inventory, working capital, cash flow) to support the company strategic directions and improve available information.
  3. Develop an executable short- and long-term operational plan for the Finance department which focuses on the development of the personnel, processes, and financial systems to support the company's strategic plan.
  4. Protect the company's financial assets through reliable internal controls.
  5. Play a key role in both organic growth and, potentially, future M&A activity.
  6. Identify and assess cost-saving opportunities to drive operational efficiency.
  7. Support with analysis and assessment of new revenue-generating opportunities.
  8. Support and actively participate with identification and financial evaluation of potential M&A opportunities.
  9. Support with pricing strategy.
  10. Build and maintain detailed financial models and forecasts to support management decision making.
  11. Prepare and provide timely and accurate analysis of budgets, financial reports and financial trends and insight to improve financial performance to senior management.
  12. Build and create short and long term KPI's to guide the company's growth and to define success for various business processes.
  13. Lead team in implementing new tools and processes to support FP&A work.
  14. Collaborate across departments to prepare and consolidate budgets.
  15. Assist in performing all tasks necessary to achieve the organization's mission and growth plans.
  16. Responsible for the development of annual financial plans – including capital and operating budgets – to ensure optimal utilization of financial resources in support of business objectives.
  17. Prepare and provide timely and accurate monthly and quarterly financial statements for review with management and external parties.
  18. Own, oversee and manage day-day finance and accounting activities while ensuring completeness and accuracy.
  19. Ownership for complete accounting cycle from g/l maintenance to financial statement preparation.
  20. Manage AP, AR, Banking, Taxation and expense review.
  21. Support with bank reporting requirements (i.e., covenant calculations, supporting data request).
  22. Coordinate and lead the annual audit process, liaise with external reviewers/auditors and senior management, assess any changes necessary.
  23. Maintain a system of accounting records and a comprehensive set of internal controls designed to mitigate risk.
  24. Assess current accounting operations, offering recommendations for improvement and implementing new processes.
  25. Evaluate accounting and internal control systems.
  26. Evaluate the effectiveness of accounting software and supporting database, as needed.

Requirements

  • 15 plus years of experience as a financial leader in a high growth, wholesale, distributor or manufacturing company.
  • Experience with M&A.
Seniority level
  • Executive
Employment type
  • Full-time
Job function
  • Accounting/Auditing, Business Development, and Finance.
Industries
  • Wholesale
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