Vice President of Finance (in person) bei SEP

Key Responsibilities

• Financial Leadership & Strategy
• 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
• ESOP Administration & Compliance
• 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
• Financial Operations & Reporting
• 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)
• Treasury & Cash Management
• 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
• Contract & Pricing Support
• 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
• Vendor & Subscription Management
• Oversee vendor relationships and negotiate favorable terms
• Oversee software subscription portfolio and cost optimization
• Conduct regular audits of tool usage versus budget
• Compliance & Risk Management
• 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

Required Qualifications

• 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

Preferred Qualifications

• 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

What Makes You Successful at SEP

• Strategic thinker with operational excellence: You can see the big picture while ensuring strong execution of day-to-day financial operations
• Collaborative partner: You build strong relationships across the organization and view finance as a strategic partner, not just a reporting function
• Clear communicator: You can distill complex financial information into actionable insights for technical and non-technical audiences alike
• Process improver: You're energized by finding better ways to work and implementing systems that scale
• Ownership-Minded:You appreciate and align with the values of employee ownership, stewardship, and long-term thinking
• Independent and resourceful: You're comfortable working with a lean team and taking ownership of diverse responsibilities
• Adaptable: You thrive in a dynamic environment where priorities can shift and new challenges emerge

What We Offer

• 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