- Office in Westfield
Position Overview
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.
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
SEP is a software product design and development company located in Westfield, IN. We provide powerful teams of thoughtful developers and designers to bring ideas to life. Founded in 1988, SEP is one of Indiana’s largest software development firms with 180 employees. Our clients span from Fortune 100 to scale-up companies. We are 100% employee-owned through an ESOP and are consistently recognized for our great culture (Top Workplaces, Best Place to Work in Indiana, Techpoint Mira Exceptional Employer).
We are an equal opportunity employer. All employment is decided based on qualifications, performance, merit, and business need. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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