Vice President of Finance (in person)

SEP•Westfield, IN

52d•Onsite

About The Position

SEP is seeking an experienced financial leader to serve as Vice President of Finance. This role is critical to our continued success and growth, providing strategic financial leadership while managing day-to-day financial operations. This position represents a unique opportunity to join a financially strong, employee-owned professional services firm. The successful candidate will partner closely with our COO and executive leadership team to execute financial strategies, ensure operational excellence, and steward our resources in support of our employee-owners and clients. You'll have the opportunity to shape financial processes, lead strategic planning initiatives, and build the financial infrastructure needed to support our continued growth.

Requirements

Bachelor's degree in Accounting, Finance, or related field
Minimum 10+ years of progressive financial leadership experience
Professional services industry experience required (consulting, engineering, software development, or similar project-based business models)
Demonstrated success managing full-cycle accounting, financial reporting, and planning functions
Strong financial modeling and analytical skills with advanced Excel proficiency
Experience presenting financial information to executive leadership and boards
Proven ability to build and improve financial processes and systems
Strong understanding of GAAP and financial controls
Experience managing external audits and ensuring compliance
Excellent communication skills with ability to translate complex financial concepts for diverse audiences

Nice To Haves

ESOP company experience or demonstrated knowledge of ESOP structures and regulations
Experience in growing professional services organizations
Background with project-based revenue recognition and resource utilization metrics
Experience implementing or optimizing financial systems and reporting tools
Track record of strategic financial planning and capital allocation decisions

Responsibilities

Develop and execute comprehensive financial strategies aligned with company objectives
Lead annual budgeting process, consolidating department budgets and providing strategic financial guidance
Create and maintain financial models to support strategic decision-making and capital deployment
Provide financial analysis and recommendations for capital investments, business opportunities, and resource allocation
Partner with executive leadership on long-term financial planning and scenario analysis
Prepare and present financial insights to the Board of Directors
Oversee all financial aspects of SEP's Employee Stock Ownership Plan (ESOP)
Lead annual ESOP valuation forecasting and analysis
Manage ESOP repurchase obligation planning and cash flow modeling
Ensure compliance with ESOP regulations and reporting requirements
Coordinate with ESOP administrator and trustee on financial matters
Analyze and communicate ESOP financial impacts to leadership and employee-owners
Oversee all accounting operations including AP, AR, and bank reconciliations (performed by bookkeeper/office admin)
Ensure accurate and timely monthly, quarterly, and annual financial reporting
Maintain and improve financial controls, policies, and procedures
Manage relationships with external auditors and ensure successful audit outcomes
Oversee tax compliance and planning in coordination with external tax advisors
Implement and optimize financial systems and tools (QuickBooks, Excel, financial planning platforms)
Monitor cash flow and manage banking relationships
Optimize working capital and liquidity management
Oversee credit facilities and debt management
Manage investment strategies for reserves
Provide cash forecasting and variance analysis
Collaborate with operations team on pricing strategies and rate-setting
Review and analyze contract terms from a financial perspective
Support contract negotiations with financial analysis and risk assessment
Support reporting on profitability by client, project, and service line
Oversee vendor relationships and negotiate favorable terms
Oversee software subscription portfolio and cost optimization
Conduct regular audits of tool usage versus budget
Ensure compliance with all financial regulations and reporting requirements
Maintain insurance programs and coordinate renewals
Manage financial risk assessment and mitigation strategies
Oversee compliance for government contracting requirements as applicable

Benefits

Opportunity to join a financially strong, stable organization with nearly 40 years of success
Employee stock ownership with meaningful participation in company success
Chance to shape the financial future of a growing professional services firm
Collaborative culture that values both innovation and stability
Competitive compensation and comprehensive benefits package
Work with interesting clients in cutting-edge industries

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