Chief Financial Officer

Job Highlights

• Purposeful and meaningful work
• Great work culture and set of corporate values
• Be a part of a global team that enables charitable giving

Job Description

• Directly reports to the CEO.
• Oversees accounting, record keeping, and data analytics.
• Directs the preparation of all financial statements, tax returns, governmental agency reports, and other compliance.
• Manages the insurance portfolio.
• Oversees cash management, currency management, asset management, investment of funds, and raising additional capital required for expansion.
• Compares budgeted revenues and expenses to actual; makes or oversees any necessary adjustments to future projections and budgets.
• Works with other department heads to monitor finances, provide data-driven management insights, and make recommendations.
• Oversees planning and budgeting process and suggests improvements to current methods.
• Studies long-range economic trends and projects their impact on future growth in sales and market share.
• Analyzes operations to identify areas in need of reorganization, downsizing, elimination, or greater investment.
• Identifies opportunities for expansion into new product areas.
• Works with the CEO and other executives to coordinate organizational decisions, planning, strategy and establish priorities.

Work Environment:

• Ideally the workday would run from roughly 1700 0200 to maximize the overlap with European and US Eastern Time work hours.
• Applicants outside the Philippines are also welcome to apply, as long as they are willing to relocate to Tampa, Florida.
• Most of the work is computer-based.
• Ability to communicate and exchange information, collect, compile, and prepare work documents, as well as set up and maintain work files.
• Willingness to work more than 8 hours per day, as needed; ability to handle pressure during peak periods during the year, availability to handle issues outside of normal working hours.
• Benefits include paid time off, paid holidays, and an annual bonus. May also include employer contributions to health insurance and retirement benefits.

Responsibilities:

• Drive the financial and data-driven aspects of decision-making and strategy of TrustBridge. The outcome is better decision-making and strategy driven by insightful analysis of data instead of guessing and intuition.
• Own the budgeting and forecasting process. The outcome is that overall organizational performance is predictable and controllable while department leaders can exercise authority and discretion.
• Manage all aspects of financial activities. The outcomes are healthy accounting and data analytics teams delivering timely, insightful, and accurate records and financial and other data; all entities comply with tax and regulatory requirements; and risk management, asset protection and insurance strategies are sound.
• Oversee cash management, currency exposure, asset management and investing. The outcomes are that liquidity is properly staged and productively employed; investments are employed along the efficient frontier of risk and return; and assets are managed with excellence.

Qualifications (Education, Training, Experience):

• Masters degree in Business Administration, Accounting, or Finance required.
• CFA designation preferred; CIPM, CMA, CPA or other finance-related certifications helpful.
• Eight to ten years of experience in financial management required.
• International finance experienced preferred (multiple jurisdictions, currencies, international payments, etc.)
• Live and work in the Tampa Bay area of Florida, USA, or in Manila, Philippines. Employer sponsored visa if necessary.
• Ability to travel domestically and internationally.
• Willingness to work more than 8 hours per day, as needed; ability to handle pressure during peak periods during the year, availability to handle issues outside of normal working hours.
• Benefits include paid time off, paid holidays, annual bonus, health insurance, and retirement benefits.

Knowledge, Skills, Abilities and Personal Characteristics:

• An analytical mind, genius with numbers.
• Excellent management and supervisory skills; ability to work well in a team setting.
• In depth knowledge of corporate financial law and risk management practices.
• Excellent knowledge of data analysis and forecasting methods.
• Proficient in the use of MS Office and financial management software (e.g. Oracle).
• Ability to strategize and solve problems.
• Strong leadership and organizational skills.
• Excellent communication and people skills.
• Excellent written and verbal communication skills.
• Proven success and experience in a senior finance position.
• Experience with Agile methodology and ceremonies.
• High level sense of ownership and accountability.
• Fast learner and a continuous learner.
• Ability to effectively handle multiple projects simultaneously in a deadline-driven environment.