Director of Finance at closerlook, inc.

| Chicago
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Position Overview

The Director of Finance will be responsible for overseeing, managing, and developing the Company’s Finance & Accounting function. As financial management is critical to our Company's performance, this position plays a significant role in the Company's growth and success.The Director of Finance is integral to our ability to provide to provide accurate and timely financial results for the business.This role is responsible for several key activities within the Finance & Accounting function, including Financial Reporting, Accounts Receivable, Accounts Payable, Procurement, Payroll, Financial Systems, Treasury and Tax compliance. The Director of Finance also oversees Financial Planning & Analysis including the creation of the annual Financial Plan, interim forecasts for both profitability and cash flows and the tracking of KPI’s. Financial Strategy includes financial modeling on a multi year basis to drive business decision making within the context of the long-term plans.

Responsibilities

Accounting & Financials

  • Ensure the accuracy of the Company’s accounting and reported financial results in accordance with Generally Accepted Accounting Principles (GAAP).
  • Ensure timely month end and year end financial close processes.
  • Review and issuance of monthly financial statements, including actual vs. Plan/Forecast and MD&A.
  • Maintain a documented system of accounting policies and procedures.
  • Update Company policies and procedures and look for ways to make our procedures more efficient and effective agency wide.
  • Enhance our revenue recognition policy, procedures and tools for the month end closing and work collaboratively with the Project Management team on opportunities for improvement.
  • Implement cost controls for the authorization of billable and non-billable department expense budgets, jobs/headcount, fee revenue write-offs, etc.
  • Evaluate all financial systems and processes and identify opportunities for integration, automation and efficiencies (e.g. Intacct, Mavenlink, Paycom).

Accounts Receivable, Accounts Payable, Payroll & Treasury

  • Oversee customer invoicing and Accounts Receivable collections.
  • Manage Accounts Payable and Procurement activities including approval of vendors and contracts.
  • Manage all aspects of the Payroll processing including the issuance of tax forms to employees and contractors.
  • Administer employee compensation with confidentiality and discretion and review monthly and annual sales commissions and bonuses.
  • Administer and act as fiduciary representative to the 401(k) Plan.
  • Responsible for Treasury activities including cash management, cash flow statements and bank reporting requirements under corporate debt arrangements.

Finance Strategy, Planning & Analysis

  • Drive Financial Strategy and Planning approach and processes.
  • Create the annual Financial Plan (quarterly and monthly) and forecasts for revenue, expenses, profitability and cash flows.
  • Roll out department expense budgets.
  • Maintain authorized jobs/headcount tracking and approvals in collaboration with Operations and HR.
  • Review and enhance our key performance indicators (KPI’s) and provide benchmarking for the industry and competition.
  • Expand our financial modeling of the business to drive key decision making for the 3-5 year plans.
  • Participate in key initiatives and special projects as needed.

Tax, Audit & Compliance

  • Work with tax advisors on the Company federal and state income taxes including tax return preparation, estimated tax payments and filings.
  • Implement tax planning to optimize the effective tax rate in connection with the “S” Corp tax status.
  • Comply with all local, state, and federal reporting requirements and filings including annual reports and business licenses.
  • Complete annual audits on a timely basis working with the independent audit firm.

Talent

  • Recruit quality talent for the Finance & Accounting function.
  • Develop and retain talent to support the exciting growth and scaling up of the closerlook business.

Qualifications

  • Bachelor’s degree in Accounting and CPA.
  • Minimum of 8+ years of management experience in a Finance/Accounting function.
  • Background and experience with growth businesses in the professional services industry.
  • Demonstrated ability to collaborate with the multiple functions in a shared services environment.
  • Significant experience with financial planning and analysis, including forecasting processes and KPI’s.
  • Goal and results oriented, success in managing through change and ambiguity in a fast paced, complex environment.
  • Strong analytical, strategic thinking and communication skills – the ability to synthesize, develop and present clear and concise recommendations.
  • Great organizational skills and impeccable attention to detail.
  • Integrity and a commitment to the highest possible ethical standards.
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • JavascriptLanguages
    • RLanguages
    • jQueryLibraries
    • ModemizrLibraries
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • Google AnalyticsAnalytics
    • MarketoLead Gen

Location

A favorite destination for locals and tourists alike, River North is a neighborhood of galleries, shops, niche businesses and a foodie paradise.

An Insider's view of closerlook, inc.

What are some social events your company does?

Funny you should ask, as I am one of the super-secret members of our super-secret MIRTH committee. Basically, we are fun planners. Let’s see, dip/chili/baking contests, random pancake breakfasts, team potlucks, beach day in the middle of winter, and one time we had a hobby horse competition. Oh, and who can forget beer o’clock every Friday?!

Liz

Office Manager

What projects are you most excited about?

We are putting a heavy focus on creating progressive web apps since a majority of our end users are mobile users. It allows regular webpages to behave like a native app on a mobile device to make the experience as seamless as possible. We are also focusing on tools for sales reps so they are able to quickly yet effectively engage HCPs.

Binish

Interactive Lead, Manager

What are closerlook, inc. Perks + Benefits

Culture
Partners with Nonprofits
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
closerlook offers both a HDHP/HSA plan and a traditional PPO plan. We offer a generous contribution towards your HSA!
Life Insurance
Pet Insurance
Wellness Programs
onsite yoga, biometrics screenings and much more!
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Generous Parental Leave
Maternity leave is paid at 100% for 12 weeks, we also offer a 2 week parental leave. We are thrilled to offer a return to work program, allowing new parents to ease back to work on a modified schedule
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Return-to-work program post parental leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Annual party celebrating our company's birthday, Summer Outings, Holiday Party.
Stocked Kitchen
Some Meals Provided
Happy Hours
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Promote from within
Mentorship program
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