Job: Chief Financial Officer

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Title Chief Financial Officer
Salary Commensurate with experience
Location Dallas, Tx
Job Information

The successful candidate for Chief Financial Officer for Southern Botanical, Inc. will possess the following qualities and credentials:

  • A current CPA license and/or MBA
  • At least five years experience as CFO or in a senior financial management role for a company with revenues of at least $25 million, partnering with executive staff, resulting in the development and implementation of creative financial management strategies
  • Experience working with IT staff to manage finance and accounting software packages
  • Excellent written and oral communication skills
  • Demonstrated leadership ability, team management, and interpersonal skills
  • Excellent analytical and abstract reasoning skills, plus excellent organization skills
  • A collaborative and positive attitude
  • Experience with Viewpoint is helpful but not required
  • Knowledge of the construction and/or landscape industry is a plus

The chosen CFO for Southern Botanical, Inc. will exhibit the knowledge and skills to perform the following key job tasks, and will be required to execute on these and other duties and tasks assigned from time to time:


  • As a true business partner to the CEO, COO, Divisional VPs and Directors, assess organizational performance against both the annual budget and the company’s long-term strategy (5-year and 10-year plan)
  • Develop tools and systems to provide critical financial and operational information to the CEO and make actionable recommendations on both strategy and operations; works with the COO and Divisional VPs and Directors to execute those strategies once adopted by the CEO
  • Identify issues, trends, and changes in the operating model(s) and operational delivery
  • Report recommendations to the CEO and Board to navigate within the outlined goals and objectives
  • Assist in establishing yearly objectives and meeting agendas, and research, select and engage outside consultants (auditors, investment advisors)
  • Oversee long-term budgetary planning and costs management in alignment with the company’s strategic plan, especially as the organization considers growth goals and potential acquisitions, balancing the team culture of being a client- and team- first organization

Executive Management

  • Serve as a member of executive leadership team
  • Participate in key decisions pertaining to strategic initiatives, operating model and operational execution

Financial Planning and Analysis

  • Prepare and maintain regular financial planning reports; monthly profit and loss forecast by division (vs. budget); weekly 13-week cash flow forecast
  • Complete analysis of financial results; develop recommendations (strategic and tactical)
  • Develop and execute analysis of various business initiatives (e.g., opening new operations, asset acquisition, new service launches)
  • Develop and maintain capital budgets
  • Assist in development of financial planning and analysis exercises/reports
  • Maintain good financial relationships with lenders and key vendors/subcontractors


  • Oversee cash flow planning and ensure availability of funds as needed
  • Oversee cash, investment, and asset management
  • Oversee financing strategies and activities, as well as banking relationships
  • Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans
  • Examine security procedures to insure all client information, credit card procedures and company assets are protected from theft

Planning, Policy, and Investor Relations

  • Coordinate the development and monitoring of budgets
  • Develop financial business plans and forecasts
  • Participate in corporate policy development as a member of the executive leadership team
  • Engage the CEO and Board (when built) to develop short-, medium-, and long-term financial plans and projections
  • Represent the company to financial partners, including financial institutions, owners, executives, boards, etc.

Accounting and Administration

  • Oversee the accounting department to ensure proper maintenance of all accounting systems and function; supervise company finance staff
  • Ensure maintenance of appropriate internal controls and financial procedures
  • Ensure timeliness, accuracy, and usefulness of financial and management reporting for the executive leadership team and Board; oversee the preparation and communication of monthly and annual financial statements
  • Coordinate audits and proper filing of tax returns
  • Ensure legal and regulatory compliance regarding all financial functions

Team Management

  • Mentor and develop a direct team that will grow along with the company, managing work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic
  • Develop performance metrics to manage your tea; each member of your team should have clearly outlined expectations as well as a scoreboard that is maintained and managed
  • Provide guidance to the COO and Division VPs and Directors to help each navigate by goals and budgets

Accounting Activities

  • Oversee preparation of month-end, quarter-end and year-end financial statements
  • Review all month-end closing activities including general ledger maintenance, balance sheet reconciliations and corporate/overhead cost allocation
  • Enhance and implement financial and accounting systems, processes, tools and control systems
  • Serve as final point of escalation for Accounts Receivable/Accounts Payable issues
  • Develop and manage accounting staff
  • Serve as a key point of contact for external auditors; manage preparation and support of all external financial audits

Cash Management

  • Oversee weekly cash management; approve weekly payables; execute check signing
  • Oversee AR management and provide support to collections activities

Corporate Development

  • Represent the company in efforts with bankers and potential investors
  • Prepare various analyses and reports required by corporate development efforts

Insurance/Real Estate/Legal Affairs

  • Manage the company’s insurance program
  • Manage the company’s real estate affairs consisting of leases and sub-leases with various landlords; negotiate new leases or lease renewals; coordinate with real estate counsel
  • Manage the company’s legal affairs in the areas pertaining to finance and contracts
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