Role Description
WES is seeking an outstanding financial leader to be their Chief Financial Officer (CFO). You will be accountable for the administrative, financial, investment, and risk management operations of a global social enterprise with entities across US, Canada, India, and UK, $100M in annual revenues, and over $300M in net assets. You will develop, drive, and embed an effective and innovative financial and operational strategy, with control systems, processes and metrics that enable the organization to effectively operate and govern as well as realize its growth potential.
Your responsibilities include but are not limited to:
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Act as a thought leader and partner within the ELT, assisting in formulating future strategies, initiatives, and approaches to strengthen and evolve the organization.
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Partner with the CEO and Executive Leadership Team to define the M&A strategy, evaluate inorganic growth opportunities, and establish valuation guardrails.
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Set clear financial strategies and lead long-term financial forecasting and budgeting for WES' operating budget.
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Oversee, evolve, and lead the annual budgeting and planning process in conjunction with the ELT.
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Recognize and anticipate opportunities and challenges as they relate to financial and tax systems and operations internationally.
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Serve as a strategic business partner to the ELT, department heads, and leaders across the organization.
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Work with the Financial Planning & Analysis (FP&A) team to deliver effective insights, data analysis and resulting actions.
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Review financial systems and processes and recommend enhancements.
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Engage in executive discussions and key decisions.
Qualifications
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A bachelor's degree and/or commensurate experience that demonstrates exemplary strategic and financial acumen.
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Minimum of 10+ years of financial and operations management with a major company or division of a large corporation or non-profit organization.
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Minimum of 5+ years of progressive senior responsibility in developing and building out financial reporting structures.
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Experience as a trusted member of an organization's senior leadership team.
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Experience partnering with an executive team and knowledge of working with a Board.
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Knowledge of financial planning and management systems.
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Knowledge and experience with management of an investment portfolio.
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Track record of building and leading effective teams.
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Excellent communication and relationship-building skills.
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Personal qualities of honesty, integrity, credibility, commitment to quality, and dedication to the mission of WES.
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Able to work with and influence a wide range of people and with cross cultural teams.
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Willingness to travel domestically and internationally, as required.
Requirements
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MBA, MPA, or MS in Accounting or Finance preferred.
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CPA or Certified Management Accountant designations considered highly desirable.
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Multisector experience across public sector, nonprofit, or for-profit organizations.
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Experience of working and managing across multiple geographies, including outside North America.
Benefits
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Work-Life Harmony: Enjoy the freedom of remote work and flexible scheduling.
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Rewards and Recognition: Competitive compensation, comprehensive benefits, and tangible rewards.
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Professional Growth and Development: Comprehensive training programs and tuition reimbursement opportunities.
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Innovation and Impact: Engage in work that directly transforms lives and empowers individuals and communities.
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Community and Connection: Participate in a range of activities that promote equity and celebrate diversity.