The Chief Financial Officer (CFO) is responsible for ensuring accurate, efficient, and optimized financial accounting practices across the organization in alignment with organizational goals and priorities. This executive leadership role encompasses oversight of the accounting team, management of budgets, assurance of compliance, procurement and renewal of insurance programs, and oversight of all accounting/ERP systems. This role provides strategic financial recommendations to the Executive Team, supports growth initiatives, maintains operational excellence, and contributes greatly to a Christ-centered workplace culture.
Responsibilities:
Executive Leadership
- Communicate and collaborate with the Executive Team to address operational, strategic, people, and/or financial issues.
- Align resources with organizational goals and priorities through budget development and management.
- Provide strategic recommendations based on financial analysis, projections, and key performance indicators.
- Create and establish yearly financial objectives that support growth and expansion plans.
Accounting Team Management
- Oversee the day-to-day activities of the accounting department to ensure productivity, accuracy, and team cohesiveness.
- Provide training to finance and accounting staff on relevant procedures, software, and regulations.
- Conduct individual performance evaluations and develop a high-performing, Christ-centered finance team.
Financial Operations and Oversight
- Review, improve, and implement financial policies, procedures, and processes. Also document finance procedures and maintain templates for consistency.
- Oversee the preparation/approval of all financial reporting materials, including monthly, quarterly, and annual statements.
- Manage budgeting processes, monitor progress, and present financial and operational metrics to the Executive Team.
- Oversee accounts receivable, expenditures, and cash management, ensuring compliance with internal controls.
- Reconcile and manage accounts, including credit cards, and act as the organization’s representative for all banking matters.
Compliance, Reporting, and Insurance
- Ensure legal and regulatory compliance regarding all financial functions.
- Prepare for and manage scheduled audits in collaboration with external agencies.
- Serve as the key point of contact for external auditors and manage preparation and support for audits.
- Prepare and manage year-end reports, including taxes, W-2s, 1099/W-9s, and contribution statements.
- Maintain, update, and renew all insurance and liability policies, products, and programs under Executive Team direction.
Cross-functional Systems and Departmental Support
- Assist with HR processes such as payroll, benefits administration, and worker’s compensation, among others.
- Evaluate and implement ERP systems to streamline financial operations, alongside HR, Operations, and Technology.
- Collaborate with department managers to improve purchasing protocols and ensure budget adherence.
- Meet regularly with President and managers overseeing a profit and loss division to review financials and offer counsel.
Requirements:
- Bachelor’s degree in Finance, Accounting, or Business required; Master’s degree and CPA designation strongly preferred.
- Minimum of 10 years of professional experience in finance, with experience in executive-level roles.
- Experience in construction or a related industry is strongly preferred.
- Demonstrated experience in financial management, leadership of an accounting team, and operational development.
- Proficiency in using, selecting, and implementing financial accounting software and ERP systems (e.g., NetSuite, Vista, etc.)
- Advanced proficiency in Microsoft Office Suite
More About Westbrook:
- Westbrook Vision - To be a thriving company that makes a lasting impact in Central Florida for generations to come.
- Westbrook Mission - To create an employee experience so profoundly different that it leads to changed lives and customers for life.
We Offer :
- Health Insurance
- Unlimited Paid Time Off (PTO)
- 401K Match – up to 7.5%
- Company-Funded Education Opportunities: Health and Wealth Education; Emotional Intelligence, Leadership and Advancement Training
We are a Drug Free Workplace and Equal Opportunity Employer.
Our employee selection process includes the following: drug testing, background check, driving record check, pre-employment assessments, and reference interviews with previous employers.