Director Finance & Business Intelligence

<p>Our client is an innovation technology company building new market demand products for emerging startups. &nbsp;As an innovation lab/tech organization, they are launching new ventures with a suite of businesses in SAAS, Apps, Fintech and Litigation tech and solutions for a multitude of industries.&nbsp; These businesses are in various phases from being fully funded and flourishing to stealth mode.</p>

Orange County, CA

Career Opportunities International (C.O.I.)

<p>Your Global Talent Partners</p> <p>Career Opportunities International (C.O.I.) is a dynamic and progressive international search firm with offices in the US and Europe. C.O.I. assists companies large and small, across international borders, to find highly qualified professionals to fill mid and upper-level management positions.</p> <p>We have an international team of executive recruiters and partners who understand business from a global perspective but also have an in-depth understanding of local business practices in a multi-cultural society. We are dedicated and experienced professionals with the ability to identify the perfect match in the shortest time possible.</p> <p>Our clients trust that we will maintain the highest standards of integrity with a commitment to deliver unsurpassed results.</p>

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Overview: <p>This organization is looking for collaborative leader with horsepower in financial operations to enhance operational excellence to help scale several companies. &nbsp;&nbsp;Additionally, as a Business Intelligence (BI) expert, you will identify BI, data/ analytical solutions and align them to a BI Center of Excellence.&nbsp; &nbsp;This team will look to this person to create a financial management structure and BI (data-informed) strategies and roadmaps to help the organization not just track, but strategically grow smarter for the long haul.</p> <p><strong><u>Why Join?</u></strong></p> <p>Our client&rsquo;s number one attractor is their startup lab of businesses coupled with a &ldquo;we-ness&rdquo; mindset.&nbsp;&nbsp; The team culture and values create the conditions to collaborate on innovative strategies and solve challenges by drawing from the expertise and contributions of each team member.&nbsp; You will make a difference as an integral part of the team that is passionate about shaping future startups in market spaces where new consumer demand will be created.</p> <p><strong><u>Summary:</u></strong></p> <p>Reporting to CEO, the Director Finance &amp; Business Intelligence will wear many hats.&nbsp;&nbsp; You will have the opportunity to build out the finance function, but at the same time be involved in operations development for the varying businesses.&nbsp;&nbsp; Experience in a startup whether it be within an established corporate entity or in a brand new business venture will be a key component to your success.&nbsp;&nbsp; This is a hands-on position which will be deeply integrated into the daily operations of this organization.&nbsp;&nbsp; Your ownership mindset, complemented by a passion to build exciting businesses, will be a key for success in this role!</p>
Responsibilities: <p>Strategic business partner to CEO, supporting each business within the company portfolio on their development and growth journey.&nbsp;</p> <p>Develop financial visibility within organization which supports in business decisions, planning, strategy development.</p> <p>Develop structure for process/procedure within finance, based on insights from past experiences within business.</p> <p>Create strong infrastructure for organization</p> <p>Opportunity to work with and support CEO to drive efforts for future fund raising</p> <p>Conduct studies of business portfolio, develop financials to map and present performance and KPIs</p> <p>Collaborate with CEO and investor&rsquo;s vision to develop financial ops planning, annual budget and strategic plan including working capital and cash flow forecasting and business model to improve business results, operations and profits.</p> <p>You will partner with internal and external stakeholders to provide operational reporting, including the development of real-time dashboards, hosting monthly senior leadership strategic planning meetings, and tracking key business initiatives&rsquo; ROI&nbsp;</p> <p>&nbsp;</p> <p>You will set up BI centers of excellence to promote data driven decision making through cross-functional initiatives between department leaders, business intelligence, and product and identify KPIs, develop approved data sets, using Domo and Dynamics.&nbsp;</p> <p>&nbsp;</p> <p>Work with accountants to monitor systems for general accounting currently from outsourced bookkeeper</p> <p>Work with outside legal teams on variety of topics as they arise</p> <p>Other duties as assigned</p>
Requirements: <p>Enjoy building A &ldquo;we-ness culture&rdquo; in a fast paced, ever-changing business</p> <p>Passion for finance/numbers/analytics and ability to tie to business needs and results</p> <p>Strong business acumen, analytical, data driven, problem solver and ability to communicate financial metrics</p> <p>Extensive knowledge of BI data services, software integration and reporting</p> <p>&nbsp;</p> <p>Deep understanding of how to monetize KPI's, identification of marketing channel metrics, marketing attribution/analysis, unit economics and business case development</p> <p>&nbsp;</p> <p>Ability to motivate others, drive a vision and collaborate with internal and external teams</p> <p>Pioneer and growth mindset, passionate about startup industry</p> <p>Understanding of Venture Capital space, strategic mindset and strong negotiator</p> <p>Confident, ability to understand expectations and run with it, but be able to speak up.</p> <p>Versatile and have ability to drive results throughout the organization</p> <p>Hands on / mindset that no task is too large or too small</p> <p>Excellent written and verbal communication skills, and the ability to turn data into an actionable story</p> <p>&nbsp;</p> <p>Ability to prioritize multiple projects while still achieving deadlines</p> <p>&nbsp;</p> <p>Strong desire to balance work independently and in a team-oriented environment.<br /><br /></p> <p><strong><u>Education and Experience:</u></strong></p> <p>Bachelor&rsquo;s degree - Finance /&nbsp;&nbsp; MBA an advantage</p> <p>10+ years corporate finance experience</p> <p>Experience building high growth businesses followed by experience of successful exit</p> <p>Experience in BI/data analytics using tools such as Domo, Dynamics, Tableau etc.</p> <p>&nbsp;</p> <p>Advanced MS SQL skills working experience with SQL Server Analysis Services desired</p> <p>&nbsp;</p>