Do you want to work for a company that treats their employees like family and has been named one of INC 5000 Best Places to Work for 3 consecutive years? Here at Compliancy Group, we are currently looking for candidates who are creative problem solvers, with an aptitude to overcome challenges, and want to join one of the fastest growing markets.

Compliancy Group is looking for an experienced VP of Finance to join our growing team. We are an industry leading Software as a Service ("SaaS") based organization, providing compliance and security solutions to the healthcare industry.

Responsibilities:

• The VP of Finance will be responsible for the overall direction and management of all finance and accounting operations, including managing the overall financial strategy set by leadership.
• Reporting to the President, the Vice President of Finance will have a substantial voice within the company, interacting daily with the executive team, working cross functionally to develop a comprehensive financial management strategy for the Company. The role calls for a self-motivated individual who can thrive in a results and performance-based culture and communicate internally with an exceptional combination of strategic understanding, personality, drive, persistence, and execution.

Accounting:

• Assess and oversee ongoing core finance/accounting activities, including cash management and treasury, revenue recognition, bank reconciliations, payroll, accounts receivable and accounts payable and month end closing.
• Manage daily cash balances between various bank accounts, and manage banking relationships, including execution and negotiation of new banking agreements.
• Lead accounting projects, including the creation and maintenance of a system of policies and controls over cash, disbursements and treasury activities. Create flowchart of accounting and finance controls, segregation of duties and levels of approvals.
• Complete and own necessary State filings and State Annual Reports, tax and compliance filings
• Complete final closing purchase price certificates and other post-closing reconciliation requirements under purchase agreement, as required. Record purchase accounting entries and establish an opening

Balance Sheet.

• Manage all activities relating to external auditors, tax providers and statutory agencies for the audits, inquiries and tax compliance. Complete company annual audits with a designated Accounting firm.
• Identify and review external tax accounting firms to ensure the Company's tax return is completed accurately and timely
• Review Insurance coverages and assess coverage gaps, if any. Work with insurance brokers to add or update insurance policies as necessary
• Manage Stock Option Plan, ledger of grants, stock-based compensation expense calculations and valuations

FP&A:

• Weekly dashboard report template and reporting process on key business and financial metrics and

KPIs

• Analytics: own reporting and explanation of underlying drivers of monthly business performance; create monthly operating metrics and dashboard
• Build, lead and manage the annual budget planning process
• Quantify risks and opportunities in achieving forecasts and explain variances to forecasts. Create ad hoc analysis/sensitivities to understand potential outcomes
• Assist President with evaluation of business/product expansion opportunities, model ROI and financial business plans
• Lead drafting of quarterly Board reports and ad hoc analyses for Board with assistance from Mgmt team
• Analyze and assess current operating costs and vendors to identify potential cost savings opportunities
• Creation of customer contracting policies, procedures and tracking

Projects:

• Complete conversion from Cash to GAAP reporting, codify bookkeeping and revenue recognition processes to make them "bulletproof," GAAP compliant, and frictionless
• Design and execute processes to support key month-end deliverables, including a full set of financial statements, budgets vs actuals. Create a monthly financial package template.
• Create centralized document repository for key legal documents, financials and company reports
• Assess current accounting system, implement new accounting system conversion, if necessary
• Assess current order to cash, invoicing and revenue recognition systems, make recommendations to President on go forward process and systems; lead implementation of plan
• Sales and Use Tax analysis and VDA with support of accounting firm
• Support Management and Board with analysis of potential bolt-on acquisition opportunities, as necessary

Requirements:

Must Have's

• 5+ years of experience leading the financial function with a growing SaaS business
• Hands-on "in the trenches" management style and ability to roll their sleeves and work effectively toward completing deliverables on a timely basis with limited supporting resources
• Robust accounting experience with knowledge of relevant GAAP rules & standards, having managed engagements with auditors, paired with strong FP&A involvement
• Deep understanding of relevant SaaS metrics and KPIs to support management team and Board with executive dashboard of indicators that monitor state of the business
• Relevant experience of working with sales, marketing and customer support functions to provide relevant RevOps and Customer Success analytics to drive improved effectiveness & efficiency
• Previous experience leading a business through significant growth
• Capable of building a finance organization that can support the requirements of a private equity sponsored business and the demands of this environment
• An entrepreneurial style and a strong sense of ownership, they will have the ability to integrate into and establish credibility with the management team
• High integrity, respect and honesty - true team player

Like to Have's

• Experience with M&A
• CPA or MBA preferred
• Geographically based in the Northeast US
• Bachelor's degree in Accounting, Finance or Economics

Compliancy Group offers a fun and professional working environment, with a competitive benefit and compensation package that includes:

• A competitive base salary plus bonuses
• Extensive in-depth training & on-the-job development
• Competitive Comprehensive Benefits (medical, dental, eyecare, 401K with company match, profit sharing, generous PTO and more!)
• Team building events
• Opportunity for career growth

About Compliancy Group:

Compliancy Group is the recognized industry leader in HIPAA & Healthcare Compliance. We're a fast-growing established firm that provides web-based compliance tracking tools for the healthcare market. Our offices are located in Huntington, NY, two blocks north of the Greenlawn LIRR station.

Equal Employment Opportunity is a fundamental principle at Compliancy Group, where employment is based upon personal capabilities and qualifications without discrimination based on race, color, religion, sex, age, national origin, disability, sexual orientation, or any other protected characteristic as established by law.

Job Type: Full-time