Wells Group is seeking a Director of Finance with 8 - 12 years of experience to work with fast growing startups and mid-size companies in times of transition.  Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of ~20 people and advises companies operating in ecommerce, technology and art globally. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, SaaS, and tech, among others. We run extremely flat and are looking for someone that can not only execute but become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position.
 

RESPONSIBILITIES:

• Understand the client's financial and operational strategies; oversee Wells Group team as it relates to financial modeling and the development of key metrics that support the client's strategic plan

• Possess operational and financial business capabilities as it relates to cash forecasting, financial & KPI reporting, business operations support and support to leadership on fundraising efforts

• Develop and monitor business unit KPIs (ex. revenue growth, profitability margins, marketing efficiencies, etc.)  

• Create presentations and compile quantitative data for purpose of decks and/or data rooms with audience in mind being investors, lenders, and/or Leadership 

• Review client monthly financials and quarterly management reporting – review for accuracy, assess business risk, and communicate key messages to client senior management

• Build and maintain financial models, and present findings and outputs to client leadership

• Support the implementation of the systems and processes that will help scale the client’s organization – (revenue, AR and billing tools, inventory management systems, etc.)

• Develop and manage relationships with outside partners /vendors – including client legal counsel, CPA, auditors, banks, software vendors, consultants, etc.

• Deliver strategic analysis that is usable and relevant for (internal or external) clients

• Client Relationship (and Consulting Skills)

• Manage client expectation on the bill by optimizing the firm’s infrastructure of highly specialized staff

• Maintain "Hands on" attitude with each client – know the senior leaders at the client, understand the business challenges, know what work Wells Group is doing and why; be counted on to make key decisions as needed. Know about any issue before it turns into a problem

• Identify opportunities to increase and deepen client relationship/s

• Act as a true partner to the client business including on things not normally considered financial 

• Explain complex subjects in a straightforward way

• Understand client's larger business goals and tailor work and information flow to that

• Have a point of view and be able to articulate and defend it convincingly

 

Wells Group Internal: 

• Build strong Finance teams as defined by: issuing clear directions, holding others and self-accountable, creating a safe environment for mistakes and questions, embracing internal goal setting and meaningful feedback process

• Ability to develop and manage internal reports; advise reports on problem solving and prioritizing 

 

QUALIFICATIONS:

• Bachelor’s degree in Finance or Accounting

• Deep financial analysis expertise

• Must be proficient in Microsoft applications, including Excel and Powerpoint

• Strong excel experience utilizing data from numerous sources to achieve desired results, financial modeling capabilities and desire to learn a plus

• Comfortable when challenged with difficult, unstructured problems that must be solved quickly

• Strong critical thinking skills

• Strict planning / organizational skills and attention to detail

• Strong written and verbal communication skills with all levels of management

• Strong accounting proficiency particularly in material areas that might be relevant to a standard client

• Experience and understanding of the specific needs of venture backed start-ups a plus

• Expert in one or all of the following industries: CPG (Consumer Packaged Goods) industry, SaaS

• Prior experience in investment banking or consulting a plus

• CPA and/or MBA a plus 

• Fundraising and/or debt expertise a plus 

• Experience working with and presenting to a Board of Directors for a client, or presenting to a similar level of leadership a plus

• Experience in multi-client, consulting environment