Chief Financial Officer

About Employee Navigator

Headquartered in Bethesda, MD, Employee Navigator is a rapidly growing and highly profitable $100M ARR SaaS insurance & HR technology company that works with the nation's leading insurance carriers, payroll companies & insurance brokers. Over the last three years we have successfully raised over $100M in equity and debt financing and provided substantial liquidity to our shareholders and employees. With over 300 employees across six offices, our products are designed to make it easier for our customers to manage the complexity of employee benefits & HR including benefits administration, employee onboarding and much more. Following our recent acquisition of Enrollease, Inc. (known as Ease in the industry), Employee Navigator is now the leading benefits administration and HR platform in the US for insurance brokers, serving more than 4,000 brokers, over 175,000 companies and more than 14 million employees.

We've been named one of the Washington Post's Top Workplaces six years running.... including during the pandemic! Come join us and help us continue the tradition as well as start new ones!

About the Role

We are looking for an exceptional Chief Financial Officer to be a hands-on leader to oversee our finance and accounting department. As a strategic leader, the CFO will work closely with the CEO, senior leadership team and Board of Directors to drive financial performance and ongoing transformation. We are seeking a dynamic leader who can provide operation and strategic direction, identify opportunities and issues, and communicate proactively to drive solutions.

Please note: This position must be onsite five days a week to start at our downtown Bethesda, MD headquarters. 

What You'll do day-to-day:

• Financial Strategy: Develop and execute financial strategies aligned with Employee Navigator's long-term goals and vision. Collaborate closely with the CEO to provide financial insights and drive data-driven decision-making across the organization.
• Plan, implement, manage, and control financial related activities & direct all accounting practices, audits, taxes and compliance directives.
• Establish and maintain financial reporting systems consisting of controls and standards to safeguard the organization's assets and help set and track financial strategies, goals, objectives and budgets.
• Partner with other senior leaders and better integrate finance, HR, and IT functions.
• Planning and Forecasting: Lead the financial planning and forecasting processes to ensure accurate and timely reporting. Monitor financial performance, analyze trends, and identify areas for improvement and growth opportunities.
• Corporate Development: As part of the Executive Team, evaluate potential mergers, acquisitions, partnerships, and investment opportunities. Conduct due diligence, negotiate deals, and provide expert financial guidance to support strategic expansion initiatives.
• Risk Management: Oversee the company's risk management framework, identifying and mitigating financial risks while ensuring compliance with regulatory requirements.
• Financial Reporting: Present financial reports and analyses to the CEO, executive team, and board of directors. Ensure accuracy, transparency, and compliance with accounting principles and standards.
• Budget Management: Oversee the budgeting process and work closely with department heads to optimize spending, allocate resources effectively, and achieve financial targets.
• Funding and Investor Relations: Collaborate with the CEO in fundraising efforts, maintain positive relationships with investors, and communicate the company's financial performance and growth prospects to stakeholders.
• Team Leadership: Provide strong leadership to the finance and accounting team, fostering a collaborative and results-oriented work environment. Develop talent within the team and ensure continuous growth and professional development.
• Attend and collaborate in onsite, in-person meetings on a regular daily basis.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field is required. Preference will be given to candidates with a master's degree in accounting or MBA in finance and the Certified Public Accountant or Certified Management Accountant designations.
• Advanced knowledge of Microsoft Excel as well as Microsoft Office Suite.
• Excellent organizational, analytical, and communication skills.
• Personal qualities of integrity, credibility, and ability to maintain the highest degree of confidentiality.
• Must be able to develop and execute business and strategic plans.
• Minimum of 15 years of progressive experience in finance with a high-growth company.

• Proven track record in driving financial strategy and planning within technology companies.
• Exceptional analytical and strategic thinking skills, with the ability to translate financial data into actionable insights.
• Excellent communication and presentation skills, with the ability to convey complex financial information to diverse audiences.
• Demonstrated leadership abilities, with experience in leading and motivating teams.
• Sound knowledge of accounting principles, financial regulations, and compliance.