Chief Financial Officer - Quintessa Marketing

About Quintessa Marketing

Founded in 2016, Quintessa Marketing is the premier Marketing company specializing in Personal Injury Law Lead Generation. We create opportunities for financial recovery, physical healing, and peace of mind by connecting injured individuals with exceptional legal representation.

Our numbers speak for themselves. Quintessa has delivered over 100,000 Motor Vehicle Retainers to our clients. This quality, combined with the quantity, has helped Quintessa double in size year over year en route to becoming a billion-dollar company.

Our success is more than just in business numbers, though. Quintessa focuses on giving! We give 50% of our profits to charities, non-profits, schools, etc.

At Quintessa Marketing, we create opportunities for financial recovery, physical healing, and peace of mind by connecting injured individuals with exceptional legal representation. As a team, we collaborate to realize shared goals, innovate to empower others, and elevate the dignity of people in every interaction. Each day we build upon our principles of purpose, resilience, accountability, integrity, success driven, and excellence to create a culture where everyone can thrive at work and beyond.

About the Role

The Chief Financial Officer (CFO) is on the forefront of our financial strategy as both a key partner to the executive team and CEO, and as the operational leader of accounting and finance for Quintessa Marketing and related entities.

The CFO provides financial leadership, operational oversight, and strategic insights to guide the company through its growth journey. This CFO will need to balance a high-level strategy with day-to-day financial management, coupled with an emphasis on growth, scalability, profitability, and innovation.

The Impact You'll Make

The CFO will be responsible for managing the company's financial health, developing scalable financial infrastructure, and supporting business decisions with accurate data and financial analysis. You will work closely with our CEO and the entire executive leadership team, providing insights and recommendations that will steer Quintessa Marketing towards further growth.

Responsibilities

1. Financial Planning & Analysis

• Budgeting: Lead the creation and oversight of the company's annual budget.
• Forecasting: Prepare financial forecasts, projecting revenues, expenses, and capital needs.
• Strategic Planning: Work with the executive team to set long-term financial goals and strategies to achieve them.
• Financial Modeling: Develop and maintain financial models to assess business performance and potential investment opportunities.

2. Financial Reporting & Accounting

• Financial Statements: Ensure the accurate and timely preparation of financial statements (income statement, balance sheet, cash flow statement).
• Compliance & Regulations: Ensure compliance with GAAP and regulatory requirements
• Internal Controls: Lead the design and maintenance of effective internal control systems to safeguard company assets and ensure financial integrity.
• Audit Management: Oversee external audits and manage relationships with auditors.

3. Cash Flow Management

• Liquidity Management: Monitor and manage cash flow to ensure the company has sufficient liquidity to meet operational and strategic needs.
• Working Capital: Optimize the company's working capital by managing accounts receivable and accounts payable.
• Capital Allocation: Make decisions on investments, capital expenditures, and financing needs to ensure optimal allocation of resources.

4. Financial Strategy & Risk Management

• Investment Strategy: Oversee investments, ensuring optimal returns while managing risk.
• Risk Management: Identify financial risks (e.g., market, credit, operational) and develop strategies to mitigate them, including hedging and insurance.
• Debt & Equity Management: Manage the company's capital structure, including partnering with the CEO to inform decisions related to raising capital and issuing debt.

5. Leadership & Stakeholder Communication

• Executive Leadership: Serve as a key member of the executive team, providing financial insights and recommendations to inform strategic decision-making.
• Executive Relations: Communicate with the CEO, debt providers, etc., providing transparency around financial performance and outlook.
• Team Leadership: Lead the finance team, ensuring the department is effective, efficient, and aligned with overall organizational goals.

6. Mergers & Acquisitions (M&A)

• Deal Structuring: Lead financial due diligence for mergers, acquisitions, divestitures, and joint ventures, including assessing valuation and integration strategies.
• Negotiations: Participate in M&A negotiations, ensuring favorable financial terms for the company.
• Post-Merger Integration: Oversee the financial integration of acquired companies, ensuring smooth transitions and alignment with financial goals.

7. Technology & Systems Management

• Financial Systems: Oversee the selection, implementation, and management of financial systems (ERP, accounting software) to ensure they are aligned with business needs.
• Data Analytics: Leverage data analytics and financial technology to drive decision-making and improve financial performance.

8. Tax Strategy & Planning

• Tax Compliance: Ensure the company complies with all tax laws and regulations.
• Tax Strategy: Develop and implement strategies to minimize tax liabilities while adhering to legal requirements.

9. Cost Control & Efficiency

• Cost Reduction: Identify areas where the company can reduce costs without sacrificing quality or performance.
• Efficiency Initiatives: Promote efficiency initiatives across the finance department and broader organization to optimize financial performance.

Qualifications

• Bachelor's degree in business, accounting, or related field; MBA or Masters in Accounting preferred
• 7 – 10 years of related experience, in growth companies of 150 - 500 employees.
• Strong knowledge of GAAP standards and familiarity with revenue under ASC 606
• Prior SaaS experience and understanding of relevant KPIs (e.g., ARR, LTV, CAC, etc) strongly preferred
• Willingness to roll up your sleeves and get in the details
• Strong communicator, both written and verbal, able to communicate complex concepts and risk factors to stakeholders and influence decision making
• Collaborative business partner, skilled in building trust with stakeholders both within and outside of the finance team
• Experience implementing systems to achieve scalability of the business and accounting functions
• In-depth knowledge of corporate finance and other accounting principles, laws, and best practices
• Solid experience with financial analysis and forecasting, including experience with three statement financial modeling, preparing statistical reports and making recommendations based on analysis and research
• Proven experience leading, managing and hiring a team
• Mastery knowledge of Microsoft Office and accounting software including QuickBooks
• Comfort in the startup environment (i.e., sometimes chaotic and lacking structure) and able to create structure and foundational accounting processes

To be considered for this opportunity, we kindly request that you complete the survey provided and ensure your resume is attached and current. Please copy and paste the link: https://go.cultureindex.com/p/fe9XIcwycR63xFuhhB