Financial Strategy & Leadership
•Develop and execute a financial strategy aligned with long-term growth and profitability goals.
•Advise the CEO and leadership team on financial priorities including pricing, product focus, and expansion.
•Provide functional leaders with actionable financial insights to drive resource allocation and performance.
Business Insights & Profit Optimization
•Build and manage robust reporting, including detailed gross profit analysis by product, segment, and region.
•Identify high-margin opportunities and guide Sales, Marketing, and Product teams toward them.
•Pinpoint underperforming areas and partner with Operations to drive efficiency and margin improvements.
Budgeting, Forecasting & Performance
•Lead rigorous budgeting and forecasting processes tied directly to company strategy.
•Prepare and deliver monthly and annual financial management reports within 5 days of month-end, with full accountability for accuracy and clarity.
•Track performance versus targets and recommend corrective actions when needed.
•Use advanced financial modeling and scenario planning to support decision-making.
Cash Flow & Capital Stewardship
•Manage cash flow, working capital, and capital expenditure planning to support growth objectives.
•Ensure the efficient allocation of resources across product lines and business units.
Governance, Risk & Compliance
•Personally prepare and ensure the timely, accurate submission of all tax filings, financial statements, and regulatory reports.
•Maintain internal controls, ensure regulatory compliance, and proactively manage financial risk.
Team Development & Cross-Functional Collaboration
•Provide leadership and direction for the finance function; recommend staffing needs and organizational structure as the business evolves (without direct hiring authority).
•Collaborate closely with Sales, Marketing, and Operations to integrate financial objectives into operational plans.
•Partner with the CEO to design and implement a company-wide profit share program that aligns employee incentives with business performance.
