Description
Determine and drive the organization's financial strategy and policies, providing executive oversight of accounting, FP&A, treasury, tax, audit, investor relations, and financial systems in line with board directives. Direct capital allocation, risk management, and compliance to ensure liquidity, performance, and long-term value.
- • Lead enterprise financial strategy, capital allocation, and long-range planning aligned with corporate objectives and board directives.
- • Direct budgeting, forecasting, and financial planning processes to fund operations and optimize returns.
- • Oversee accounting, financial close, and consolidated reporting in accordance with GAAP or IFRS and company policies.
- • Manage treasury operations, cash flow, working capital, and liquidity, including banking relationships.
- • Develop and maintain internal controls, compliance, and governance frameworks (e.g., SOX or equivalent).
- • Present financial results, outlook, and recommendations to the board of directors and executive leadership.
- • Analyze business performance, unit economics, and variance drivers to identify cost reduction, productivity gains, and policy improvements.
- • Establish financial policies, procedures, and investment guidelines to safeguard assets and maximize value.
- • Prepare and approve annual budgets and multi-year financial plans for board approval.
- • Negotiate and approve financing arrangements, credit facilities, leases, and major vendor contracts.
- • Oversee tax strategy, compliance, filings, and audits across jurisdictions.
- • Lead investor relations, including earnings materials, investor presentations, and engagement with shareholders or lenders.
- • Direct external audits and coordinate with internal audit to ensure financial integrity.
- • Review and approve management reports, KPIs, and dashboards; recommend corrective actions.
- • Hire, develop, and mentor finance leaders such as controllers, FP&A, and treasury heads; delegate responsibilities.
- • Coordinate cross-functional planning with operations, sales, product, and HR to align financial targets and resource allocation.
- • Implement and improve financial systems, ERP, BI, and recordkeeping to enhance accuracy and efficiency.
- • Develop pricing, margin, and portfolio analysis to support commercial strategy and profitability.
- • Serve as primary liaison with banks, rating agencies, auditors, regulators, and key financial partners.
- • Interpret and communicate financial policies, regulations, tax laws, and accounting standards to executives and stakeholders.
- • Prepare and deliver financial reports to regulatory bodies and governmental agencies as required.
- • Lead M&A and strategic transactions, including valuation, due diligence, deal negotiation, and integration planning.
- • Administer capital projects portfolio, including business cases, funding approvals, and post-investment reviews.
- • Establish risk management programs covering insurance, hedging, and enterprise financial risks.
- • Conduct or sponsor financial research and scenario analyses on market, economic, or regulatory issues.
- • Participate in executive and audit committee meetings; provide guidance on strategy, budgets, and performance.
- • Oversee procurement, purchasing controls, and spend management to ensure compliance and savings.
- • Ensure ethical standards and codes of conduct in financial practices; investigate and resolve significant financial issues.
- • Represent the company at investor conferences, lender meetings, and industry events.
- • Ensure timely, accurate preparation of SEC or equivalent public reporting, if applicable.
- • Monitor and recommend changes in financial-related legislation, accounting rules, or policies; advocate company positions when appropriate.
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Management & Entrepreneurship
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O*NET occupational data (work activities, skills, knowledge).
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
