Strategic Leadership & Business Planning

• Develop and execute financial strategy aligned with corporate goals.

• Act as a strategic partner to the CEO and executive team.

• Guide long-term financial planning and corporate strategy.

• Lead financial aspects of mergers, acquisitions, and divestitures.

• Oversee business transformation and restructuring initiatives.

• Identify and mitigate financial risks.

• Advise on capital allocation and investment decisions.

• Manage relationships with board members, investors, and private equity/venture capital firms.

M&A & Capital Markets

• Assess inorganic growth opportunities and identify potential acquisition targets.

• Develop M&A modeling for financial impact analysis.

• Lead financial due diligence and integration post-transaction.

• Prepare businesses for sale, buyouts, and strategic exits.

• Provide capital raising support, including private equity, venture capital, and debt financing.

• Negotiate deal structuring and financing terms.

• Support post-merger integration to ensure synergies and value realization.

Risk Management & Compliance

• Implement enterprise risk management (ERM) frameworks.

• Oversee financial, operational, and cyber risk management.

• Ensure regulatory compliance (SOX, SEC, FASB, IRS, etc.).

• Manage insurance policies, including liability and D&O coverage.

• Establish fraud detection and prevention controls.

Cost Optimization & Efficiency

• Lead cost reduction and restructuring programs.

• Identify and execute operational efficiencies.

• Conduct zero-based budgeting and cost-benefit analysis.

• Optimize vendor and procurement spending.

Strategic Finance & Financial Planning & Analysis (FP&A)

• Improve operational visibility and enable data-driven decision-making.

• Design and implement FP&A, forecasting, financial modeling, long-term strategic planning, and comprehensive KPIs.

• Develop optimized workflows and review processes for budgeting, reporting packages, and financial decision-making.

• Strengthen finance and accounting operations by building high-performing teams and optimizing systems, policies, and reporting structures.

• Conduct scenario planning and financial impact analyses .

• Track and analyze key performance indicators (KPIs) by product, region, and segment.

• Drive cost-benefit analysis and operational efficiency initiatives.

Treasury & Cash Management

• Oversee cash flow forecasting and working capital management.

• Optimize treasury operations and banking relationships.

• Implement FX risk management strategies for global businesses.

• Manage hedging, derivatives, and financial instruments.

• Monitor and optimize corporate liquidity and reserves.

Tax Strategy & Compliance

• Develop and implement global tax strategies.

• Optimize corporate tax structures for efficiency.

• Ensure compliance with local, state, federal, and international tax regulations.

• Manage transfer pricing and cross-border tax considerations.

Corporate Governance & Ethics

• Ensure adherence to corporate governance best practices.

• Work with legal teams on financial disclosures and regulatory matters.

• Establish and monitor internal financial controls.

Accounting & Financial Reporting

• Ensure compliance with GAAP, IFRS, or other reporting standards.

• Oversee monthly, quarterly, and annual financial close processes.

• Produce consolidated financial statements.

• Manage revenue recognition and deferred revenue policies.

• Lead internal audits and external audits with regulatory bodies.

• Ensure compliance with tax regulations and filings.

• Implement financial systems and automation tools.

Investor Relations & Stakeholder Management

• Craft and deliver investor presentations and earnings calls.

• Maintain relationships with shareholders, analysts, and institutional investors.

• Ensure transparent and compliant financial disclosures.

• Develop investor messaging and market positioning.

Operational Excellence & Process Optimization

• ERP System assessment & implementation to improve scalability.

• Drive month-end close process improvement for faster and more accurate reporting.

• Conduct benefits analysis to optimize employee compensation and retention.

• Design and implement equity plans for leadership and key employees.

• Develop and refine bonus plans to drive performance and align incentives.

• Optimize finance and operational processes for efficiency and scalability.

Executive Leadership & Team Management

• Build and develop high-performing finance teams.

• Establish leadership succession plans.

• Implement training programs for finance professionals.

• Set performance standards for finance and accounting teams.