ChiefFinancialOffice(CFO)atAnnualReviewsinPaloAlto,CA,USA

Annual Reviews (AR) is a nonprofit publisher dedicated to synthesizing and integrating knowledge for the progress of science and the benefit of society. Our top-ranked journals and highly cited reviews—written by some of the world’s foremost experts in their fields—promote innovation among researchers and advance scientific awareness among journalists, policy makers, business professionals, and others with an interest in the societal impact of research.

AR offers competitive salaries and excellent benefits including a business casual work environment, a great health and retirement benefits package, personal enrichment benefits, gym reimbursement, a tuition reimbursement program, a matching gifts program, regular employee events and celebrations, free on-site yoga and meditation classes, and most importantly, the ability to work with an amazing group of people who care about each other and their work.

SUMMARY

We are currently seeking a mission-driven, financially savvy CFO to inherit a well-run department and oversee financial, treasury, administrative, and risk management functions in our Palo Alto office. In this position, you will:

  • Partner with the President and Editor-in-Chief (PEIC) and Management Team (MT) and advise on financial plans, market conditions, and strategic initiatives to advance the vision and financial goals of the organization
  • Set financial strategies
  • Provide administrative leadership for the Finance department
  • Uncover opportunities and implement/monitor controls to preserve and grow assets
  • Make sound, informed decisions for the business
  • Contribute to a culture of collaboration and open lines of communication

ESSENTIAL DUTIES AND RESPONSIBILITIES (other duties may be assigned)

Business and Financial Planning

  • Evaluate short and long-term organizational priorities, monitor current/future market conditions, and advise the PEIC and MT on the financial impact of programs, strategies, and business activities
  • Build and sustain productive relationships with senior executives; pinpoint needs and act as a resource for financial and business matters

Operational Vision and Direction

  • Define financial strategies and plans
  • Set metrics and accurately report on progress
  • Monitor financial performance and initiate corrective actions to boost outcomes and minimize the impact of variances
  • Analyze operations, identifying opportunities for improvement and develop systems for efficiency and cost savings

Implement and monitor internal controls and ensure GAAP, regulatory, and reporting compliance

  • Manage accounting and treasury functions, including monitoring cash balances and forecasts, creating forecasts, developing budgets, approving payroll (as backup to Controller), reconciling/balancing accounts, and overseeing transaction processing systems
  • Evaluate and direct the financial aspects of new ventures
  • Provide guidance and expertise as a member of the Compensation Committee; plan/review compensation strategies and ensure overall compensation equity throughout the organization
  • Interface with external partners and vendors
  • Provide operational and financial expertise and advice on special projects

 

Financial Information and Analysis

  • Report on financial, sales, and other information to the Business Affairs Committee, Editorial Affairs Committee, and Board of Directors, as well as individual teams and decision-makers
  • Prepare custom investment reports
  • Provide analysis, financial information, and modeling for various departments and committees to support pricing, budgeting, grant-writing, compensation and benefit decisions, and other activities
  • Prepare and review documentation for internal and external audits
  • Identify and research variances in financial statements
  • Review/sign contracts
  • Review and track revenue, expenses, and profitability
  • Meet daily, weekly, bi-weekly, monthly, quarterly, and annual deadlines for all tasks

 

Risk Management

  • Manage key elements of the organization’s risk profile
  • Provide risk management across financial management and investments, legal issues, and insurance coverage
  • Ensure full compliance with all legal and regulatory requirements
  • Validate that recordkeeping processes and documentation align with auditor and government agency requirements
  • Maintain relationships with external auditors; investigate audit findings and recommendations

Management/Leadership

  • Hire and lead one direct report, the Controller, and six Finance employees
  • Establish and communicate goals, objectives, and priorities, creating an environment that encourages collaboration, discussion, and debate
  • Monitor and guide key departmental decisions and offer ongoing coaching and constructive feedback for outstanding team performance.

QUALIFICATIONS

  • B.S. in Finance, Accounting, or Business Administration, MBA preferred
  • 10+ years of progressively responsible financial experience for a major company or organization, or for a division of a large corporation with at least 4+ years in a financial leadership role with staff management responsibilities
  • Experience and background in financial planning, forecasting, analysis, modeling, budget development, and strategic planning
  • Proven problem solver with the ability to improve processes, streamline operations, and navigate complexity
  • Experience developing sales incentive programs is desired
  • Background in fundraising and grants is strongly preferred
  • Prior experience working as an auditor or with a publisher or nonprofit is a plus

OTHER KNOWLEDGE, SKILLS & ABILITIES

  • Demonstrated and proven high level of ethics, integrity, and professionalism
  • Keen business acumen and administrative knowledge
  • Excellent understanding of GAAP, federal/state/local regulations, and rules for financial and tax reporting
  • In-depth knowledge of auditing practices and principles
  • Strong analytical skills and excellent judgement
  • Expert decision-making skills and capacity to recognize the ramifications of decisions
  • Capacity to prioritize important responsibilities and manage multiple complex activities simultaneously
  • Demonstrated ability to mentor and inspire colleagues to drive positive change
  • Exceptional listening and verbal/written communication skills
  • Confident ability to collaborate, interact, and influence internal and external stakeholders
  • Adaptable, flexible approach with a strong sense of urgency and results orientation

TECHNICAL SKILLS

  • Technically savvy and quick to learn and master new products/frameworks
  • Advanced MS Excel skills, with intermediate skills in Word and PowerPoint
  • Experience with ERP, payroll, sales order processing (e.g. Great Plains), and customer relationship management (e.g. ACT) systems, as well as online service providers (e.g. Atypon) is desired

 

If you are a high-integrity leader who inspires respect and trust and possesses the above requirements, please submit your cover letter and resume by applying online at:

http://chk.tbe.taleo.net/chk01/ats/careers/requisition.jsp?org=ANNUALREVIEWS&cws=1&rid=93


Annual Reviews is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, age, and protected Veteran status.


If, because of your disability, you require a reasonable accommodation during the application process, please contact the Director of Human Resources at: [email protected]

We provide flexibility to our employees so that they can manage their professional and personal lives.   

Apply now

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