Note: The job is a remote job and is open to candidates in USA. Indagare is a luxury, membership-based travel company, and they are seeking a Chief Financial Officer to oversee financial activities and guide the company towards strategic growth. The CFO will be responsible for financial reporting, budgeting, and developing financial policies to maximize returns on the company’s assets.
Responsibilities
- Provide strategic guidance and proactively partner with CEO, COO and key stakeholders throughout the business to establish, monitor and enforce financial policies, procedures and ensure internal controls are being enforced
- Lead banking, insurance, and external accounting and regulatory authority relationships
- Work with department heads to monitor each department’s budget and make recommendations
- Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports
- Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets
- Review, reconcile and analyze financial results
- Report financial results to management, shareholders and the Board of Directors
- Manage preparation of financial reports, outlooks, strategic forecasts, and audits
- Develop a financial strategic direction for the business, along with supporting tactics
- Monitor the progress of the company in meeting its strategic goals
- Lead the annual and quarterly budgeting and forecasting processes, providing clarity on variances vs. plans and tracking trends in the business
- Develop a system of performance metrics that support the company’s strategic vision
- Work with other department heads on ad hoc analysis requests (e.g. retention and churn rates, average spend per member/membership level, average trip spend)
- Implement operational Standard Operating Procedures in the Finance department
- Enforce benchmarks for measuring financial and operational performance
- Monitor and analyze company’s financial statistics with respect to profits, trends, and costs
- Advise teams to chart paths towards higher margins of profitability while also ensuring appropriate compliance within budgets
- Oversee and manage daily operations for finance and operations departments to understand revenue and cost drivers
- Oversee short- and long-term financial goals, objectives, policies, and operational procedures
- Foster key relationships with partners (i.e. Bank of America / NetSuite / Salesforce)
- Prepare financial analysis for contract negotiations
- Manage and lead the finance team by playing an integral role in recruitment, retention, engagement and development; growing the department as needed
- Act as a mentor, guide and advisor to members of the leadership team; providing guidance on modeling and helping leaders look across the various business lines to identify opportunities for growth
Skills
- 10 years + experience in finance roles that have prepared you well for the responsibilities of this role and the industry
- Undergraduate degree in Accounting, Finance; CPA required
- Excellent written and verbal communication skills
- Exceptional leadership and team management abilities, with a track record of coaching and developing high-performing teams
- Strong strategic thinking and problem-solving skills, with the ability to anticipate trends and adapt to changing industry landscapes
- Ability to make recommendations to resolve problems or issues arising, by using judgment that is consistent with company standards, policies, procedures and practices
- Ability to articulate thought analysis throughout the organization
- Ethics and integrity consistent with Indagare's core values
- Excellent interpersonal skills and the ability to collaborate effectively with cross-functional teams
- Adaptability and resilience in a fast-paced, dynamic environment
- Commitment to excellence and continuous improvement, with a drive for achieving and exceeding goals
- MBA is a plus
- Travel industry experience is a plus
- Familiar with NetSuite and Salesforce
Benefits
- Medical, dental, and vision coverage
- Flexible Spending Accounts
- Life insurance and disability coverage
- A retirement-savings plan
- Family planning benefits
- Paid time off (unlimited vacation, holidays, and sick days)
Company Overview