Sun Holdings, Inc. Looking for Vice President of Finance at Dallas-Fort Worth Metroplex Full Time

Job Brief:

Reporting to the chief financial officer (CFO), the Vice-President of Finance will be responsible for the direct management of several key accounting and financial reporting functions within the organization, including budgeting, planning and forecasting; financial and regulatory reporting; internal controls and risk management; research and analysis; the procure-to-pay cycle; and compliance with contractual documents and government regulations. The Vice-President of Finance will be involved in assisting the CFO with treasury and cash management duties; and will serve as a member of the Management Team. The Vice-President of Finance will also lead, manage, coach and mentor the accounting management team.

The Vice-President of Finance will ensure that the organization has the policies, procedures, internal controls, segregation of duties and systems in place to support effective program implementation and to ensure flawless audits. The Vice-President of Finance will work closely with accounting leaders and their staffs, not only to educate them regarding finance procedures but also to explore how the finance function can support program operations. In addition, the Vice-President of Finance will partner with the CFO, senior leadership, and the human resources (HR) and information technology (IT) staff to enhance and better integrate finance, HR, and IT functions.

Essential Duties and Responsibilities:

The essential duties and responsibilities of the Vice-President of Finance position include:

• Budgeting and Forecasting: Managing the annual revenue, expense and capital budgeting process, including providing staff with budget guidance, timeline, tools, training and hands-on assistance; promoting a budgeting culture and discipline characterized by the use of a zero-based bottom-up approach for creating and justifying annual budgets; conducting revenue and expense trend analysis and benchmarking to prepare a budget narrative and schedules that explain and substantiate the proposed budget; and facilitating the review and approval process in collaboration with the CFO, including budget presentations to the CEO.
• Enterprise Risk Management: Ensuring that the organization has the financial systems, policies, procedures, internal controls, segregation of duties and security access in place to safe guard assets and data; to prevent or detect fraud and conflicts of interest; to promote accurate and timely internal and external reporting and analysis; to ensure compliance with contracts, grant agreements, grantor and donor restrictions, debt covenants, and contractual obligations; and to ensure clean financial and audits.
• Internal and External Reporting: Preparing accurate, comprehensive, timely and user-friendly financial reports and information in support of the organization’s internal and external reporting requirements, including (i) financial budgets, projections and crucial data to facilitate long-term financial planning by the Board and executive management; (ii) monthly budget vs. actual comparison reports, customized financial reports and analysis to enable management to monitor their budgets, make mid-course corrections, facilitate informed decision-making and promote programmatic and fundraising success; (iii) financial statements and footnotes required by the Board, Audit Committee, Finance Committee, the CEO, CFO, external auditors, lenders and donors to help monitor the financial health and direction of the organization; (iv) cash flow forecasts and historical trend reports to help ensure the organization’s obligations are extinguished in a timely manner while maximizing the return on the investment portfolio;
• Financial Analytics, Advice and Counsel: Conducting in-depth financial analysis; providing expert financial perspective and opinions; proficient in spreadsheet design to facilitate complex analysis; and instrumental in helping to assess risk, analyze efficiency and inform business decisions made by executive management.
• Annual Audit: Serving as Management’s liaison to the external audit team throughout the annual audit life-cycle, ensuring that the organization has timely and accurately fulfilled all of its obligations and responsibilities as set forth in the terms of the engagement letter for the preparation and fair presentation of the financial statements in accordance with all state and federal laws.
• Annual Financial Statements and Footnotes: Preparing comparative annual financial statements at the end of each fiscal year that are accurate and complete, including the statements of financial position, statements of activities, statements of functional expenses, and statements of cash flows and the related notes to the financial statements for the purpose of allowing the external independent auditor to express an opinion on whether the financial statements are presented fairly, in all material respects, in accordance with accounting principles generally accepted in the United States of America, including ensuring that the formats of all financial statements and footnote disclosures have been appropriately updated and the statement of functional expenses reflects how employees devoted their time during the current fiscal year.
• Procure to Pay Cycle: Ensuring that all financial obligations, payouts, invoices, employee expense reports and so forth are extinguished in a timely and accurate manner, including (i) confirming the payment of each financial obligation is properly authorized and processed pursuant to established policies and procedures; thoroughly substantiated and documented; accurately coded and mapped to the proper natural and functional expense account and net asset category; and timely paid to the correct oblige/payee, including payments to donor-designees, vendors, contractors, consultants, employees, landlords, financial institutions and other payees; and (ii) ensuring that the payment of goods are properly matched to authorized purchase orders and approved shipping and receiving documents; that only pre-authorized payees are entered into the Great Plain’s Vendor Master; that timely and accurate Form 1099s are prepared and disseminated to applicable vendors in accordance with IRS regulations; and that the organization’s purchase card / travel card program and employee expense report process are administered in accordance with established policies and procedures.
• Commitment to Continuous Improvement: Demonstrating an on-going commitment to continuous improvement by implementing systems, structure, policy and/or process enhancements that improve the quality of the Finance department’s products and services and/or the efficiency and/or effectiveness of a major business process used to operate the organization.
• Special Projects and Back-up: Leading and/or participating in special projects and activities as assigned; and assuming responsibility for the Finance department in the absence of the CFO.

Essential Education, Knowledge, Skills and Abilities:

• Must have at least a bachelor’s degree in accounting or finance; must be an active CPA candidate or possess an active CPA license. A Master’s degree in accounting or finance or an MBA are preferred.
• This is an extraordinary opportunity for a mature leader with at least 10 years of accounting and finance experience, ideally beginning their career in accounting and audit, followed by experience gathering, evaluating, presenting and reporting financial and accounting information to executive teams and external stakeholders.
• At least 7 years of broad finance and accounting, including hands-on experience in a complex QSR organization that has multiple programs and a high volume of financial transactions.
• Provide leadership in strengthening internal communications with and the financial acumen of all levels of staff throughout the organization; and create and promote a positive and supportive work environment consistent with the organization’s culture, values, core competencies and guiding principles.
• Must possess personal qualities of integrity, credibility, a strong work ethics and an unwavering commitment to the organization’s mission; a proactive, hands-on strategic thinker who will own, in partnership with the CFO, the responsibility for finance and accounting and the ability to create and maintain a culture of fiscal stewardship, prudence, fidelity and extraordinary customer service.
• Demonstrated experience managing financial and audits and working with external auditors; and managing financial and managerial reporting, budget development and analysis, accounts payable and receivable, general ledger, and cash flow.
• Technology savvy with advanced knowledge of accounting and reporting software and advanced knowledge of Microsoft EXCEL, WORD and POWERPOINT.
• Keen analytic, organization and problem solving skills which allows for strategic data interpretation versus simple reporting.
• Strong interpersonal and communication skills; experience in effectively communicating key data in a user-friendly and concise manner to individuals with varying levels of financial acumen, including presentations to senior management, Finance and Audit committee members or other outside partners and key stakeholders.

Sun Holdings Benefits

• Competitive pay and benefits (medical, dental, vision, disability and life insurance plan options)
• Plenty of training to set you up for success
• Eligible for a quarterly operational performance bonus
• 401k
• Paid time off
• Free meals while working
• Opportunities to advance your career and grow our brand

Sun Holdings is committed to delivering a great experience to our customers and a stimulating career environment for our employees.

Sun Holdings is an Equal Opportunity Employer.