Chief Finance Officer (CFO)

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Palmerston is a boutique business services firm that helps entrepreneurs achieve their dreams. We do this by providing accurate, reliable bookkeeping/accounting and business intelligence services that fuels our clients’ success.
Our company is young. You will be among the first on the team and will play an integral role as we expand. This provides you the opportunity to make a major contribution to the organization in a variety of ways. This role is for those who like making a big impact and having a hands on role. It’s import ant that you enjoy being in the details as much as working on the big picture.
We’re looking for a proactive Chief Financial Officer (CFO) that will lead all accounting and financial planning/reporting for our clients. We have a strong preference for those who have worked in a public company and/or public accounting setting and have a strong familiarity with internal controls, month end close, process, reporting, audits, etc. The ideal candidate will have strong technical accounting, software systems, and Excel skills. This role is great for someone who has a strong sense of order and consistency. Experience automating accounting, financial analysis, and metric dashboards preferred. We require candidates to have 15 + years of experience with at least 5 years in a CFO role.

A passion for helping others and making the team better is a key trait we look for in our team members. We do serious work but we are not serious people. We like to have fun and hope to find someone who will join in the fun and laughter too.
We’re excited to have you join us! Here are some (but certainly not all) of the responsibilities for this position:

Responsibilities and Requirements:
• Preparing financial analysis, projections, and other financial reports
• Analyzing financials and creating comprehensive financial models to help with strategic decision-making.
• Provide business analysis on client operations and product results
• Provide leadership needed to plan and grow profit efficiently, including developing budgets and providing accurate projections in support of client business strategy.
• Provide ongoing financial analysis and modeling to a range of company leaders in support of key business decisions
• Develop short-range and long-range financial plans
• Managing, training, and helping hire, accounting staff.
• Managing relationships with team members, clients, and external partners.
• Proven track record in successfully supporting growth using strong analytical skills and effective financial modeling and tracking
• Experience leading financial budgeting and financial planning process
• Ability to oversee and review corporate accounting functions
• Solid understanding of financial compliance requirements and experience implementing and managing financial policies
• Successful at executing on business development, networking, and sales activities to build client base
• Create presentations for management and stakeholders
• Deep experience in Excel
• Coordinating with US colleagues in addition to external tax and accounting partners
• CPA certification or other equivalent certification
• Fundraising, mergers and acquisition experience
• 15+ years’ experience with at least 5+ years as a finance leader

Attributes of the ideal candidate
When we think about the ideal person for this role, a few attributes come to mind. Here are the main ones:
• You’re meticulous
• You LOVE numbers
• You’re resourceful
• You’re organized
• You’re a great communicator
• You’re obsessed with ensuring everything is organized and buttoned-up
• You’re a lover
• You’re empathetic
• You’re passionate about helping people

Our Culture
We pride ourselves on a strong culture. Here are some foundations of that culture:
• Gratitude
• Contribution
• Growth
• Love
We are the guardians of our clients’ financial wellbeing and are grateful for the opportunity. To serve at our highest level, we are obsessed with excellence. We all share a deep commitment to deliver the highest quality experience. We constantly create delight and surprise for our clients and everyone we touch.