Chief Financial Officer; CFO

Chief Financial Officer (CFO)

Position: Chief Financial Officer
Reports To: Board of Directors
Works Closely With: Executive Leadership Team, Board of Directors, External Auditors, Banking Partners, Tax Advisors, and Legal Counsel
Location: Sarasota, Florida 34243

Employment Type: Full-Time

We are seeking an experienced, strategic, and results-driven Chief Financial Officer (CFO) to lead the company’s financial strategy, accounting, financial reporting, risk management, and financial operations.

The CFO will serve as a key member of the executive leadership team and will be responsible for ensuring the company maintains a strong financial foundation while supporting continued growth, profitability, operational efficiency, and long-term value creation.

Because we are subject to an independent third-party financial audit
, the CFO will have significant responsibility for maintaining accurate financial records, effective internal controls, audit readiness, and a strong working relationship with the company’s external auditors.

The ideal candidate is a hands-on financial leader who combines strong technical accounting and financial management skills with sound business judgment and the ability to translate financial information into clear, actionable recommendations for the CEO, executive team, and Board.

• Develop and execute the company’s financial strategy in alignment with its overall business objectives.
• Serve as a strategic business partner to the CEO and executive leadership team.
• Provide financial analysis, insight, and recommendations to support major business decisions.
• Lead long-term financial planning and establish financial objectives that support sustainable growth and profitability.
• Evaluate strategic opportunities, investments, acquisitions, capital expenditures, and other major financial decisions.
• Identify financial risks and opportunities and proactively recommend appropriate courses of action.
• Promote a culture of financial accountability, transparency, and disciplined decision-making throughout the organization.

• Oversee all accounting and financial reporting functions, including general ledger, accounts payable, accounts receivable, payroll, fixed assets, and month-end and year-end close processes.
• Ensure the integrity, accuracy, and timeliness of financial records and financial statements.
• Establish and maintain appropriate accounting policies, procedures, and reporting standards.
• Ensure financial reporting is prepared in accordance with applicable accounting principles and company policies.
• Develop meaningful financial reports and dashboards that provide management with clear visibility into business performance.
• Continuously improve the efficiency, accuracy, and scalability of the company’s accounting and finance processes.

• Serve as the primary executive contact for the company’s independent third-party auditors.
• Lead and coordinate the annual financial statement audit process.
• Ensure the company is fully prepared for audit fieldwork, including timely preparation of schedules, reconciliations, supporting documentation, and management representations.
• Maintain organized and comprehensive financial documentation to support the audit process.
• Work proactively with auditors to address accounting questions, unusual transactions, estimates, and other areas requiring professional judgment.
• Review audit findings and recommendations with management and ensure appropriate corrective actions are implemented.
• Monitor and resolve control deficiencies or other issues identified through the audit process.
• Maintain a strong, professional, and collaborative relationship with…