Workwell Technologies Looking for VP of Finance and Logistics at Carlsbad, CA Full Time

Job Summary:

The VP of Finance & Logistics will serve as a key financial partner to the Co-CEOs, and management team providing a strong analytical framework and business judgment necessary to support the company’s growth. He/she will lead the budgeting, accounting, financial forecasting, and analysis of financial data of the company in support of executive directives. The VP Finance & Logistics will also manage and oversee the logistics department, including warehousing, shipping, and quality control to maintain corporate standards.

Essential Functions:

• Broad financial responsibilities will include financial reporting, budgeting, short-and long-range financial planning, and cash flow management. Coordinate and direct the preparation of the budget and financial forecasts. Ensure financial reporting and forecasting is timely, precise and accurate
• Partner with the Co-CEOs and management team across the business to measure and drive operational efficiencies and best practices, prepare forecasts and key performance metrics, gather and interpret financial data, and develop financial projections
• Oversee and manage any and all systems related to the primary functions of finance operations and logistics
• Defines and implements key performance indicators and strategic objectives; facilitates measurement of those objectives, reporting results to the executive team
• Drafts and implements policies and best practices to support achievement of objectives and required standards.
• Prepare and present to Co-CEOs monthly financial status analysis including reasons for variances, anticipated issues/opportunities, and strategic and tactical recommendations for addressing issues/opportunities.
• Lead inventory forecasting, providing analysis and insights on inventory management and key buying patterns
• Provides strong leadership and mentorship to the finance, accounting, information services, and logistic support teams, assuring the development of needed technical skills, effective performance management, work allocation, organizational structure & cost, succession capabilities and morale
• Ensure the finance and logistics organizations have a high level of performance and productivity.
• Works collaboratively across different groups across the business and in conjunction with product development and management, create projections and budgets for new products and services.
• Prepares internal and external financial statements. Ensures compliance with federal, state, local, and organizational laws, regulations, guidelines, and best practices, including but not limited to tax laws, generally accepted accounting principles (GAAP), federal acquisition regulations (FAR), and cost accounting standards (CAS).
• Planning, directing and coordinating all finance operations functions.
• Works with critical third parties for financial reporting and company performance assessment including external auditors, bankers, investors and lenders
• Providing management with real-time information vital to decision-making processes that may be affected by information seen or generated in the Finance Operations department
• Ownership of Netsuite as it relates to its performance, set-up, and usage.
• Assessing current finance operations, offering recommendations for improvement and implementing new processes
• Evaluating and improving accounting and internal control systems
• Developing and monitoring business performance metrics
• Hiring, training and retaining skilled finance staff

Education and Experience:

• 10+ years of experience in finance, with a proven track record of success as a senior finance executive
• Significant understanding and experience in a Saas environment
• Previous Position as Controller preferred Bachelor’s degree in accounting or finance required; MBA preferred.
• Certified Public Accountant status highly desired.
• At least five years experience working with Netsuite. At least two years experience fully managing an organization’s Netsuite installation.
• Effective and persuasive communicator – both written and oral – with a track record of engagement with multiple and diverse stakeholders.
• Adept at managing conflict and competing agendas.
• Effective teaching and mentoring skills.
• 2-3 Years of experience with physical product inventory forecasting and controls is preferred
• 2-3 Years of experience working closely with Warehouse/Logistic Teams to meet sales and fulfilment goals

Knowledge, Skills, and Abilities:

• Excellent verbal and written communication skills
• Thorough knowledge of financial and legal best practices and requirements with a proven ability to provide sound and ethical financial counsel to executive leadership
• Thorough understanding of and personal involvement with systems and methodologies of finance and administration
• Strong analytical and problem-solving skills
• Excellent organizational skills and attention to detail
• Strong supervisory and leadership skills
• Strong operational, hands-on finance experience is critical. A willingness to roll up his/her sleeves and have exceptional analytical skills
• Adaptable and resilient, adjusts quickly to changing priorities and conditions. Effectively manages through complexity and change
• Hands-on, involved executive with excellent interpersonal and communication skills, and the capability to develop and motivate teams
• Ability to balance functional experience with an entrepreneurial attitude, high energy and a track record of successful problem solving
• Proficient with Microsoft Office Suite or related software

Physical Requirements:

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment
• Specific vision abilities required by this job include close vision requirements due to computer work
• Light to moderate lifting is required

Job Type: Full-time

Pay: $165,000.00 – $185,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Carlsbad, CA 92010: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Carlsbad, CA 92010