Chief Financial Officer

3 weeks ago


Kelowna, British Columbia, Canada Serv Recruitment Agency Full time

We are experiencing rapid growth and are in search of a dedicated and innovative Chief Financial Officer to elevate our team to new heights.

About the Leadership:

Our CEO, Dan Martell, is a distinguished entrepreneur and investor with a track record of founding successful enterprises.

Recognized as Canada's leading angel investor, he has made over 40 investments in prominent companies.

His vision is to motivate individuals to realize their fullest potential and to share their journeys with the world.

Core Values:

Embrace a growth-oriented mindset.

Simplify processes to achieve scalability.

Empower individuals, as they are the foundation of our success.

Key Responsibilities:

The Chief Financial Officer will manage the financial operations, providing strategic guidance, leadership, and coordination in administrative, business planning, accounting, and budgeting activities. The ideal candidate will have a robust background in financial management, strategic planning, and leadership, capable of addressing the unique challenges of working with a high-profile organization. This position demands a high level of confidentiality, discretion, and professionalism.

This role encompasses:

  • Financial Strategy and Planning:
    • Formulate and execute comprehensive financial strategies aligned with the organization's short-term and long-term objectives.
    • Evaluate financial data to uncover trends, opportunities, and risks; deliver actionable insights and recommendations.
    • Collaborate with stakeholders to establish financial targets and assess performance against these benchmarks.
  • Budgeting and Forecasting:
    • Supervise the development and management of annual budgets, forecasts, and financial projections.
    • Track and report on budget discrepancies, ensuring optimal resource allocation.
  • Financial Reporting and Analysis:
    • Generate and present comprehensive financial reports, including income statements, balance sheets, and cash flow statements.
    • Guarantee accurate and timely financial reporting in accordance with relevant laws and regulations.
    • Conduct financial analyses to support strategic decision-making.
  • Cash Flow and Treasury Management:
    • Oversee cash flow management, ensuring adequate liquidity for operations and investments.
    • Manage treasury functions, including banking relationships, investments, and debt oversight.
  • Risk Management and Compliance:
    • Identify and mitigate financial risks, including insurance, investments, and credit risks.
    • Ensure adherence to all financial, tax, and legal obligations; coordinate with legal and tax advisors as necessary.
    • Establish and maintain internal controls to protect assets and ensure the accuracy of financial records.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.
  • A minimum of 10 years of progressive experience in finance, with at least 5 years in a leadership capacity.
  • Demonstrated experience managing finances for high-profile clients or organizations.
  • Strong grasp of financial management principles, including budgeting, forecasting, financial analysis, and reporting.
  • Exceptional analytical, problem-solving, and decision-making capabilities.
  • High level of integrity, confidentiality, and professionalism.
  • Excellent communication and interpersonal skills, with the ability to engage effectively with high-profile clients and stakeholders.

Our Ideal Candidate:

  • A proactive problem solver
  • A strategic thinker
  • Aligned with the values and mission of the organization
  • Enthusiastic and positive
  • Highly organized
  • Driven and self-motivated
  • Able to anticipate needs and provide effective solutions
  • Committed to continuous learning and development
  • Positive attitude and willingness to contribute


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