Prodigy Chief Financial Officer

Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.Contact: Terry McCarthy (949) 716-3524 tmccarthy@ Position: Chief Financial / Operations Officer Reports to: Founders Industry: Interior Design Location: Santa Ana and Newport Beach, CA Company Overview: Our client is a full-service interior design studio and e-commerce shoppe based in Newport Beach, CA.They create inspired spaces, products and experiences that encourage people to live deeply in eachmoment through fresh, functional, family-friendly design. They first opened their doors in 2015, but havesince evolved into a national lifestyle brand.They believe that great design begins with a clean and natural palette, quality furnishings, artisan textiles,layered neutrals and nature-inspired decorative accessories. In five short years, they have built a deeproster of residential & celebrity clients, a cultivated a highly-engaged social media community, and havebeen consistently recognized by their peers and the media for their designs & evolved business model.Job Description: The Chief Financial Officer (CFO) will lead an exceptionally talented team, managing 3-5 direct reportsand a team of 9-12 staff altogether. This is a high-profile and extremely collaborative position, partneringwith senior leadership and executives to drive collective impact and synergize the operational side of thebusiness. Reporting to the Owner/Executive Team, the CFO will also work closely with BusinessConsultants, including Outside Counsel, CPA, and Finance and Accounting teams. They will manage anannual budget, with overall strategic and operational responsibility for finance, operations, facilities, andinformation technology departments. This includes financial responsibility of facility management,including leases, assets, equipment, etc. This position will lead, mentor and partner with the PeopleFunction to facilitate and implement positive change, accountability and engagement.Essential Duties and Responsibilities: Become an influential and trustworthy thought partner with ownersLead by example, mentor leaders and elevate their managing practices and approachEstablish Weekly/Monthly/Quarterly cadence with outsourced accounting team (SNA), creatingvisibility inside PS of ongoing activities and deliverablesFinalize accounting process fixes around revenue recognition, procurement credit cardreconciliation, outbound freight reconciliation and customer returns/credit memosWrite E2E accounting resource handbook (SOP), documenting all processes and procedures withscreenshots, workflows, etc.Create full FP&A blended actuals/forecasting model split by month and profit center and outlinecadence updates and deliverables moving forwardNear term design forecast should be at customer levelUse results of actuals modeling and forecast to recommend any changes to business structure orbusiness linesImplement Avalara or other sales tax engine to improve tax compliance and reporting efficiencyRecommend and implement longer term planning tool (e.g., NS, DataRails, etc.) and potential CRMtool for design sales pipeline to feed into planningWork with SNA to build out monthly financial reporting packageEnsure various systems are connected and mapped properly (eg Paychex to NetSuite)Recommend efficiency enhancements by utilizing outsourcing models (where possible) orenhanced tech tools (e.g., ServiceNow, UiPath, etc.)Ensure legal compliance on all financial functionsManage relationships with banksOther duties as assigned Required Skills: Super User experience with major ERP's including Oracle products (NetSuite)Exceptional written and verbal communication skills requiredInfluential and well-versed presentation skillsPeople skills at all levels; interpersonal, empathetic, and engagementQualifications: 7 - 10 years of financial management experienceStrong finance-based analytical skillsPrior executive-level leadership experience managing a 5+ person teamExperience in the Design industry is a plus but not requiredEducation: Bachelor's degree in Business Administration, Accounting, or Finance requiredMaster's degree, MBA preferredCertified Public Accountant (CPA) designation desired#J-18808-Ljbffr

Created: 2025-01-01