CFO (CPG)

THE COMPANY

At Elevation Capital, we are committed to driving innovation and excellence in the financial realm as we navigate the complexities of global markets. Our firm thrives on pushing the boundaries of technological advancement to enhance our operations and streamline processes. We operate in a private, hyper-growth environment, led by a visionary executive team, with a focus on helping people live happier, healthier lives.

THE ROLE

As the CFO of the CPG portfolio company, you will report to, and be a key strategic partner to the Chief Financial Officer of the parent company, and the executive team. The primary function in your role will be to build a world-class sophisticated finance function/group that provides a high level of actionable financial reporting, budgeting, and cash forecasting that aligns with the company's growth plans. The role is a challenging balance of process development and execution of strategy, while maintaining controlled tactical execution in an environment of significant and rapid change.

You will provide leadership and ownership to all elements of financial operations within the company and develop systems that can scale with the company. You will have the opportunity to work with a world-class team across various functions of the company and use your entrepreneurial mindset to create and facilitate actionable reporting, datasets, reports, and systems that facilitate the hyper-growth of the company.

Your leadership of the finance/accounting function will be strategic and hands-on executional where you will have the ability to communicate data & ideas succinctly yet have the background of the details where needed. You will have primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company and build, mentor, and scale the team as the company grows. You will be involved with or own items like insurance, IT systems, ERP, legal, deal analysis and negotiations, human resources, investor relations, partnership compliance, and private and institutional financing.

WHO YOU ARE

• Visionary - You see the future and you create it. In your relationships with the executive and team as a whole, you serve as a beacon for opportunity and assist in keeping everyone focused on the right activities and strategies that drive profitable and rewarding growth.
• Leader - You have a knack, and track record, for pulling people together to achieve amazing things. You have talent that follows you, you have strong recruiting and team-building skills, and are great at organizing groups, strategies, and new programs. People are motivated by your direction, and you play well in adjusting roles expectations in a leadership team and reporting to an entrepreneurial leader.
• Organized - You are highly organized and build systems wherever you. You see business as a series of processes and systems and quickly build structures that support and ensure the right activities occur as they should. With your teams, you easily organize complex projects under pressure and can communicate updates and progress in clear and concise fashion.
• Intelligent - You bring a special blend of a knack for numbers and financial strategy but also have a track record of being able to collaborate with others to solve complex opportunities. You communicate your insights and engage others to unlock massive value.
• Relentless - Over your career, you have fought many battles. You realize it’s not always the quality of the strategy but sometimes a special kind of relentlessness that makes it work. You remain hopeful and positive in the face of adversity, execute fast, have a strong work ethic, reset with resilience, and pivot quickly and easily where needed.

CORE RESPONSIBILITIES

• Oversee and manage all aspects of financial reporting across multiple entities including payables, receivables, payroll & tax.
• Consolidation of monthly and annual books, management reporting within defined timelines.
• Provide leadership in financial planning and management, ensuring the development of quarterly, annual, and long-term financial plans, budgets, and forecasts.
• Lead a review of financial operations, to ensure timely and accurate reporting and forecasting ensuring the right KPIs are in place to support decision making.
• Ensure all expenses add value
• Analyze various ROI options to ensure capital is deployed in the right areas.
• Provide executive management with advice on the financial implications and risk of business activities and make recommendations for mitigation.
• Ensure compliance with regulatory bodies, including tax, banking, etc.
• Lead, create and manage cross-functional budgeting and budget to actual process.
• Drive annual financial budgeting process and cash forecasting to ensure they are in sync with business objectives.
• Participate in the leadership of strategic planning, providing recommendations to strategically enhance the financial performance and business opportunities for the organization.
• Develop and maintain relationships with external partners, suppliers, banks, lenders, and vendors.
• Analyze cash flow on a daily basis.
• Provide advice and guidance to the management team on financial and legal considerations as they relate to business transactions.
• Facilitate and lead annual financial statement audits, serving as a liaison between external auditors and the Company.
• Provide leadership and manage objectives and goals and development of the Finance team.
• Strong problem-solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.
• Strong interpersonal skills, ability to communicate and manage well at all levels of the organization.
• High level of integrity and dependability with a strong sense of urgency and results-orientation.
• Communicate one on one with different levels of employees.

QUALIFICATIONS

• MBA or similar degree in accounting or finance; CPA/CA designation required.
• Minimum of 8 years of experience as CFO or head of finance (VP Finance) in a growing organization with multi-business segments. Complex corporate structure experience is a plus.
• Minimum 5 years working with, and reporting directly to founders/entrepreneurs with a list of highly favorable references from entrepreneurial leaders.
• Experience working with corporate financial modeling and investment analysis.
• Must thrive in a fast-paced, rapid change, hyper-growth environment.
• Track record of working with sales and marketing to create, execute, optimize, and rethink profitable growth strategies.
• Superior interpersonal communication skills, with the ability to develop and maintain effective relationships with a variety of both internal and external teams.
• Successful leadership of ERP system implementations.
• Experience developing and mentoring a team of professionals into a high-performance team.
• Experience with formal reporting requirements to investors, boards of directors, and other stakeholders.

Preference will be shown to candidates that have experience in:

• Highly regulated categories including alcohol/beverage/cannabis/pharmaceutical/dietary.
• International business units.
• Raising capital, preparing companies and leading them through that process as well as exit.
• Experience with PCAOB audits and experience working through an IPO process.
• US markets - financial and tax.
• A high-growth oriented organization, private equity company, or owner experience.
• Demonstrated ability to work in a proactively diverse and inclusive culture and effectively collaborate with all departments across the organization.