Director, Financial Operations

Forward Advantage is seeking a candidate with experience in both Public Accounting and Financial Planning and Analysis located in or near the Greater Dallas area.

Position Summary: Reporting directly to the Chief Executive Officer, the Director of Financial Operations will provide support to the Executive Management team and will be responsible for all the company’s financial matters including, primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company. This will include direct responsibility for accounting, finance, forecasting, strategic planning, budget optimization, compliance, risk management, coordination of financial activities with business partners and coordination of activities with parent company personnel on financial matters. Additional responsibilities include participation, at a strategic level, with other functional departments, and in overall business planning.

Reasonable Accommodations Statement:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions:

• Direct and oversee all aspects of the Finance & Accounting and Legal & Compliance functions for the organization.
• Own the monthly and quarterly close processes with a focus on driving improvements (i.e. quality of output, efficiency & speed of producing) to enable optimal business decisions
• Prepare and review the monthly, quarterly and annual financial statements
• Assist with formulating Corporate, Departmental and individual financial objectives, goals and policies of the company
• Support management in product pricing and packaging implications for GAAP, revenue recognition and ability to achieve monetary outcomes
• Proactively managing the Company’s cash, including the planning and forecasting of weekly, monthly and annual cash flows
• Works closely with accounting personnel and HR team to create Payroll and AP/Expenses policies and procedures that make sense for employees and cash management
• Provide timely and accurate analysis of budgets, financial trends and forecasts.
• Coordinate monthly, quarterly budget variance processes
• Establish and maintain strong relationships with senior executives, parent company personnel, and business partners.
• Provide executive management with advice on the financial implications of business activities.
• Provide recommendations to strategically enhance financial performance and business opportunities.
• Coordinate with external auditors and parent company staff to ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
• Coordinate with external resources to manage business insurance.
• Ensure legal compliance of all financial functions.
• Manage relationships with banks.
• Supervise finance and administration team.
• Work with parent company personnel to further develop operational policies and best practices.

Knowledge, Skills and Experience:

Minimum education/experience:

1. 5+ years relevant experience, preferably in the Healthcare IT or B2B software industry.
2. 3+ years prior FP&A experience, Software (Saas, Subscription, & Perpetual) experience or tech background highly preferred.
3. Bachelor’s Degree in Business Administration, Accounting or Finance, or related field, or equivalent combination of education and experience.
4. MBA and CPA are a strong plus.

Skills/Qualifications required:

• Management experience supervising staff, managing budgets, and effectively handling multiple priorities and projects.
• Demonstrated ability to work independently, keep organized in a fast-paced environment, manage simultaneous tasks, and adjust strategy to changing demands.
• Demonstrated ability to work with financial management, budgeting, and administrative systems, annual audits, other financial processes, and requirements. (NetSuite ERP is a plus)
• Strong understanding of accounting and office operations and procedures, including human resources, payroll, bookkeeping, contract management, and compliance with federal, state, and local regulations
• Strong interpersonal skills, strong ability to effectively communicate (verbal and written) and manage well at all levels of the organization as well as with staff at remote locations, parent company personnel and business partners.
• Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.
• High level of integrity and dependability with a strong sense of urgency and results-orientation.
• Excellent knowledge of data analysis and forecasting methods.
• Technologically savvy; experienced implementing ERP (Preferably NetSuite).
• Advance MS Excel skills including vlookups and pivot tables.
• Salesforce experience preferred
• Aptitude for numbers and quantitative skills
• Solid GAAP and financial reporting technical skills.
• A leader who is hands-on by nature and has an exceptional level of timeliness and accuracy in their work
• International experience will be a plus.

Work Environment:

Remote position – Required to have a dedicated work area that provides information privacy.

Travel: Minimum

Forward Advantage is an Equal Opportunity Employer.