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Chief Financial Officer

SUMMARY

The Chief Financial Officer is responsible for all financial and fiscal management aspects of company operations, reports to the Chief Executive Officer, and serves as secretary to the Board of Directors. Provide leadership and coordination in the administrative, business planning, accounting and budgeting efforts of the company.  The ideal candidate will have experience working in technology companies specifically technology companies that market through retail channels.   Experience with both VC backed startups, with big six accounting, fundraising, and M&A a plus.
 
PRIMARY RESPONSIBILITIES

  • Create, coordinate, and evaluate the financial programs and supporting information systems of the company to include budgeting, tax planning, real estate, inventory, shipments, and conservation of assets.
  • Approve and coordinate changes and improvements in automated financial and management information systems for the company.
  • Ensure compliance with local, state, and federal reporting requirements.
  • Oversee the approval and processing of revenue, expenditure, and position control documents, department budgets, ledger, and account maintenance and data entry.
  • Coordinate the preparation of financial statements, financial reports, special analyses, and information reports.
  • Develop and implement finance, accounting, billing, and auditing procedures.
  • Establish and maintain appropriate internal control safeguards.
  • Interact with other managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.
  • Ensure records systems are maintained in accordance with generally accepted auditing standards.
  • Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems.
  • Assist in obtaining the necessary licenses and insurance at optimal rates.
  • Analyze cash flow, cost controls, and expenses to guide business leaders and insure profitablility. Analyze financial statements to pinpoint potential weak areas.
  • Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures.
  • Serve on planning and policy-making committees.
  • Develop key ratios to manage the business and provide quarterly reporting for the board of directors.
  • Manage the company supply chain.
  • Manage administrative functions including employee benefits, compensation plan.
  • Other duties as assigned. 
     

ADDITIONAL RESPONSIBILITIES

  • Represent the company externally to media, government agencies, funding agencies, and the general public.
  • Recruit, train, supervise, and evaluate department staff.

KNOWLEDGE AND SKILL REQUIREMENTS

  • Experience in strategic planning and execution. Knowledge of contracting, negotiating, and change management. Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles. Knowledge of automated financial and accounting reporting systems. Knowledge of federal and state financial regulations. Ability to analyze financial data and prepare financial reports, statements, and projections.
  • Strong skills in Microsoft Office required.  Experience with Microsoft Dynamics (Great Plains) a plus
  • Work requires professional written and verbal communication and interpersonal skills. Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects. Ability to participate in and facilitate group meetings.
  • This is normally acquired through a combination of the completion of a Masters Degree in Finance or Accounting, ten years of experience in a senior-level finance or accounting position.
  • Work requires willingness to work a flexible schedule.

To be considered for this position, please forward your resume with salary requirements to CFO@neatco.com.

About the Neat Company

The Philadelphia, PA based Neat Company (formerly NeatReceipts) was born from a single idea: that there’s a better way to deal with receipts for expense reports.  Over time, the idea has grown and changed into something much more powerful: a way to transform and manage any kind of paper, with live data you can use.
Since 2002, NeatReceipts has been synonymous with digitizing and organizing receipts.  And over the past five years, we’ve listened to what our customers want and spent a lot of time developing new capabilities and new ways of doing things.  We’ve added business card scanning, document scanning, integrated our scanning technology into other applications and even developed software for the Mac platform built from the ground up.  We have completely remade our product line, adding new hardware and new software built to deliver the more than just receipt scanning: we’re building an organized, digital life.  And with every scan, we transform static paper into actionable, usable information.
The Neat Company is creating a new way for businesses and consumers at home to capture, store, and use the information they need. Our promise is simple: we want to help our customers organize their paper and simplify their lives.
The Neat Company is an Equal Opportunity employer and offers outstanding compensation packages that include full health and retirement benefits.