Dudley Ventures Chief Financial Officer

Valley BankPhoenix, AZ
109d

About The Position

The position involves serving as a member of the Dudley executive management team, guiding the President on financial aspects to meet profitability and return goals. The role is responsible for managing all financial aspects of the organization, including accounting (A/R, A/P, reconciliations, tax), budgeting, reporting, planning, and audit, along with extensive management and reporting services for special purpose tax credit entities. The candidate will manage and provide leadership to accounting, tax, and finance employees, fostering a culture of adaptability and innovation to respond effectively to rapidly changing business conditions and market dynamics. Additionally, the role includes producing cost-benefit analyses for identified acquisition targets and new market opportunities, overseeing tax strategy, compliance, planning, and risk management, and leading financial reporting and accounting departments in transactional financial activities. The candidate will also support transaction/marketing teams in determining GAAP treatment for parties investing in tax credit transactions, lead client relations activities, assist with the implementation of strategic business plans for multiple business verticals, review financial information for cost controls, and oversee the company's critical accounting policies.

Requirements

  • Broad finance experience with ability to leverage financial acumen to inform strategic decision making.
  • Proven track record of success in business planning, budgeting and P&L management.
  • Proven ability to partner cross-functionally with advisory and compliance services, marketing, and HR to align financial strategies with business objectives.
  • Detail-oriented with an ability to critically analyze financial data and reports, including ability to interpret and convey complex legal and financial documents with precision.
  • Strong governance and compliance skills along with experience in a public company environment.
  • Strong negotiation and follow up skills, be a self-starter and goal oriented.
  • Superior analytical skills.
  • Knowledge of database and accounting systems to supply the most accurate financial information.
  • Ability to work in a fast-paced, deadline driven environment that requires the management of multiple complex entities.
  • Proficient in Microsoft software (Excel, Word, Power Point, Outlook, etc.) and the ability to work with many different general ledger and accounting software packages.
  • Good working knowledge and understanding of accounting processes and required internal control and procedural documentation.
  • Effective communicator (both verbal and written); effectively interacts and collaborates with team members and business partners.
  • Experienced recruiting, hiring and training new team members.
  • Ability to create efficiencies or solutions for existing or unexpected situations.

Nice To Haves

  • Minimum of 5 years of experience in a large CPA firm.
  • Minimum of 10 years of experience managing team of financial professionals at various levels.

Responsibilities

  • Serve as member of Dudley executive management team and guide President on financial aspects of the organization to meet profitability and return goals.
  • Responsible for managing all financial aspects of the organization, accounting (A/R, A/P, reconciliations, tax), budgeting, reporting, planning, and audit along with extensive management and reporting services for special purpose tax credit entities.
  • Manage and provide leadership to accounting, tax, and finance employees.
  • Foster a culture of adaptability and innovation, enabling the finance function to respond effectively to rapidly changing business conditions and market dynamics.
  • Produce cost benefit analysis for identified acquisition targets and new market opportunities.
  • Oversee tax strategy, compliance, planning, and risk management, ensuring optimization of tax position and adherence to changing regulations.
  • Lead financial reporting and accounting department in transactional financial activities including negotiation, review, and execution of complex legal and financial documents.
  • Provide support to transaction/marketing team in determining GAAP treatment for parties investing in tax credit transactions.
  • Lead client relations activities, including maintaining strong relationships with investors and community development entities.
  • Assist with implementation of strategic business plans for multiple business verticals.
  • Review financial information to provide cost controls through the budget reporting process and seek profit opportunities on an ongoing basis.
  • Responsible for oversight of the Company's critical and significant accounting policies.
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