VICE PRESIDENT OF FINANCE

Summary of Role

We’re seeking an experienced Vice President (VP) of Finance with extensive operational leadership to oversee a high-performing team. As a strong leader, communicator and skilled financial analyst, the VP of Finance will streamline our budgeting and financial reporting processes. The VP of Finance will also produce thorough financial-status reports for senior managers to help improve our operational efficiency and aid in our continued growth of client SMBs, both internal and external client companies. The VP of Finance manages onboarding, transforming and servicing clients with full-service finance, accounting, business intelligence, strategy, digital transformation, governance and compliance. The VP of Finance will be responsible for full implementation of controllership, accounting systems, treasury management, audit and robust reporting.

The top priorities for the VP of Finance will be to lead the accounting team, manage day-to-day institutional grade accounting operation, deliver precise, accurate financial reporting, fully engage in client communication for seamless delivery of key information and provide core support in other specialty areas offered by Level Up on Finance, while managing companies planning, projections and reporting requirements.

Responsibilities

All responsibilities support multiple internal and external client companies:

• Oversee the accounting functions, financial reporting, budgeting, and internal controls
• Manage the general ledger and prepare financial statements
• Oversee accounts payable and receivable
• Ensure the company's financial records are accurate and up-to-date
• Lead the accounting team in recurring bank and balance sheet reconciliations, audits, and month-end close, quarter end, and annual-end
• Oversee the implementation and optimization of financial systems and technology to enhance efficiency and accuracy in financial processes
• Help coordinate construction of relevant KPIs for clients and provide accurate, timely reporting of the KPIs
• Responsible for preparation and review of annual budgets, revenue projections, and performance projections
• Partner with C-Suite to ensure rolling 12-month financial projections are timely and accurately prepared

Education & Experience:

• BS in accounting/finance required
• CPA required
• 5+ years of Controller level experience concentrated in real estate, construction, private lending, private equity, finance and/or related fields required
• Superior written and verbal communication skills; ability to interface with a variety of sophisticated contacts in a highly visible environment
• Outstanding management and organizational skills; demonstrate ability to organize accounting operations, design and implement procedures, systems, and policies, lead a team, and maintain a high level of efficiency, accuracy, and timeliness
• Familiarity with federal business income tax and tax returns
• High proficiency in Excel and Power BI
• Capable of learning and using project management programs such as Asana
• QuickBooks experience required
• Proficiency in NetSuite preferred
• Ability to maintain a positive disposition and good work ethic regardless of work demands

About Level Up Companies

Level Up Companies is an Austin, Texas-based SMB Accelerator Platform developed for Founders who want to Scale. The Private Equity Forward Company Partners with Founders for Business Transformation, Growth, and Scale. Level Up was formed to provide key managed services and advisory to Founders & Private Equity Firms. The niche platform combines mastery over the 4 Teams of Scaling Up; (1) Talent, (2) Finance, (3) Tech, & (4) Brand. Our Promise is to Solve the Founder’s Dilemma. Our Challenge Statement is our Core Values; “Level Up, put People-First and Scale.” Level Up Companies is a strategic Private Equity Strategy of Austin-based Noble Capital. Level Up is always seeking new relationships with the Growth-Focused Founders & Business Ownership to Achieve our Vision of 1000 Founders Finishing Strong.

Level Up Companies is An Equal Opportunity Employer (EEO). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other federally protected class