Develop and manage financial plans, budgets, and forecasts Analyze financial data to provide insights and support strategic decision-making Evaluate investment opportunities and assess risks
Manage cash flow to ensure adequate liquidity for operations Optimize working capital and financing strategies Monitor banking relationships and investment activities
Assess capital needs and structure financing arrangements Manage capital allocation decisions Evaluate and execute mergers, acquisitions, and divestitures
Identify and mitigate financial risks, including market, credit, and operational risks Establish and monitor internal controls to safeguard assets and ensure compliance Develop and implement risk management policies and procedures
Collaborate with the executive team to develop and execute strategic initiatives Provide financial analysis and guidance for business expansion or restructuring Support business development efforts and assess potential partnerships or alliances
Communicate financial performance and strategy to investors and analysts Manage relationships with shareholders and other stakeholders Coordinate investor meetings, roadshows, and conferences
Lead the finance team, providing direction, mentorship, and development opportunities Foster a culture of accountability, transparency, and continuous improvement Represent the finance function in senior management discussions and board meetings
805-624-5782
new@cfoplans.com
