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Chief Financial Officer

Third Road Management LLC

This is a Full-time position in Chicago, IL posted February 21, 2021.

nn JOB DESCRIPTION nn nnThird Road Management is revolutionizing the way that mid-sized organizations staff their CFO suite/ financial office.

We are firmly entrenched in the belief that hiring great talent from Third Road Management at the CFO and Controller positions a portion of the time is a much better alternative that the traditional model of hiring average full-time talent.

Further, Third Road Management believes that by hiring us versus an individual organizations benefit from the consistency we bring through investment in our team and the sharing of best practices, stability in the form of continuity, and the confidentiality and objectivity and that come from hiring an independent firm that isn’t caught up in organizational politics.

Third Road Management provides clients with three services: Fractional CFO, Fractional Controller and Fractional Bookkeeping Services.nn nn n nn nnThis position is for one of our Fractional CFO roles where the hired candidate would serve as a Fractional CFO for multiple Third Road Management clients.

The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, bank relationships, optimizing systems and processes, advising on M&A matters and much more.

They will collaborate with the businesses leadership and ownership to make decisions regarding company’s financial strategy and operations.

The candidate will possess a strong background in finance and management.

This is a part-time role (20+ hours/ week) that will grow into a full-time role in the near term.

nn nn n nn nn Candidates should be aware that Third Road Management is neither a placement agency nor a project oriented consulting firm.

Our employees work exclusively with Third Road Management and this position will be subject to a non-compete agreement .nn nn n nn nn JOB RESPONSIBILITIES nn Build strong relationships with the client and existing team.

Be a leader providing fresh innovative ideas and have a tenacity for executing them.

Leverage expertise to understand and resolve strategic, financial and operational issues to help client businesses measure results, scale and generate additional profits.

Lead accounting team and maintain responsibility for clear, timely financial reporting.

Create, measure and report upon key performance indicators across all business segments.

Advise clients on strategic and operational matters that will assist in sustainable growth while mitigating risk factors.

Third Road Management’s Fractional CFO’s must be able to provide some level of direction across business disciplines including accounting, finance, sales, marketing, human resources, IT, tax and operations/ production.

Build 1, 3 and 5 year strategic growth plans.

Perform investment analysis for capital expenditures and acquisitions.

Manage a monthly and quarterly close process.

Manage and review the General Ledger by preparing a trial balance; and preparing and reviewing reconciling or adjusting entries.

Ability to close the books on both a cash or accrual basis as needed by client.

Manage the preparation of annual legal entity and tax filings; coordinate with auditors to provide documentation as requested.

Manage relevant financial audit and tax work for the Client by working with outside accountants.

Create and document internal controls, policies and procedures and coordinate review with Client’s outside audit team where applicable.

Manage completion of sales tax compliance, inventory tracking, and other areas unique to client industry as needed.

Prepare and review various multi-state sales tax filings.

nn n nn nn QUALIFICATIONS nn Ideal candidate will have several years of experience in working with small to medium sized businesses in a CFO capacity.

They will also be able to adapt easily to a variety of industries and understand the strategic, financal and operational challenges prevalent in each one.

Candidate will be supported by Third Road team in learning any new industry challenges.

Must be able to work independently with support from supervisor as needed.

Candidate must be able to communicate succinctly and with assurance to advise clients on best course of action.

They should be able to deal with a variety of complex accounting issues and explain the impact of said issues to Client.

Excellent organizational skills, demonstrates ability to manage projects, and juggle multiple responsibilities simultaneously to meet deadlines.

Ability to get along with diverse personalities, tactful, mature, and flexible.

Must possess a strong ability to manage relationships and communicate both verbally and in writing.

Competent in many systems, preferably Quickbooks Online or Enterprise.

Netsuite is a plus.

In general, adaptable to whatever accounting system the client utilizes.

Bachelor’s degree from a top tier school is required.

CPA preferred (license does not need to be active).

15+ years of experience in accounting/ finance, including in a CFO role at a small to mid sized business.

Willingness to travel throughout greater Chicago metropolitan area to different client sites.

Experience in private equity and/or venture capital is a plus.

Manufacturing/ distribution experience is a plus, particularly in relation to inventory management and cost accounting.

PC/Microsoft Office proficient (Word, Excel, PowerPoint, Access, and Outlook).

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