Listed September 7, 2023

Summary: Redgrave Strategic Data Solutions is seeking a highly skilled and multi-disciplinary Chief Operating Officer / Chief Financial Officer (COO / CFO) with proven experience and skills in technical service industries. The COO / CFO reports to the CEO and serves as an integral member of the senior management team. This role collaborates with the CEO to develop corporate and operational strategies and to facilitate these efforts across all operations. Guided by the CEO, Founders, and Board of Directors, the position provides the leadership, management, and vision necessary to ensure that the company has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the organization and to ensure financial strength and operating efficiency. As the CFO, the position will be responsible for developing, monitoring, and evaluating overall corporate strategy with the CEO and Founders with emphasis on strategic financial planning and reporting, fiscal oversight of financial and administrative activities, including accounting, strategic budget planning, cash flow management, tax planning, and financial reporting. This position will provide useful financial insights to help make better decisions about formulating and executing strategy. COO Essential Roles and Responsibilities: Assignment Focus: The Chief Operating Officer is responsible for managing the operational aspects of the company. Assists the CEO in the aggressive and successful growth of the company.
  • Work closely with the CEO to develop and accomplish goals and strategic plans established by board members and Founders of the Company.
  • Provide day-to-day leadership and management guidance that mirror the adopted corporate mission and core values.
  • Responsible for driving the company to achieve and surpass profitability, cash flow and business goals and objectives.
  • Responsible for establishing internal and external processes and objectives and key results for the business and for their measurement and effectiveness.
  • Provide timely, accurate and complete reports on the operating condition of the company.
  • Spearhead the development, communication and implementation of effective growth strategies and processes.
  • Collaborate with the Founders and management team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the rapid growth objectives of the organization.
  • Ensure that the company has the proper operational controls, administrative, and reporting procedures to meet operational and financial targets.
  • Lead due diligence efforts for new technology partners and establish business processes to integrate partners into business development proposals, pricing, invoicing, and reimbursement.
  • Lead operational efforts to do business outside of the United State, and if necessary, lease an office, hire employees, and professionals (e.g., lawyers, accountants) to do business in a specific country or region.
  • Motivate and lead a high-performance management team; attract, recruit, and retain required members of the executive team not currently in place; provide mentoring as a cornerstone to the management career development program. Make “hiring / firing” recommendations.
  • Act as lead "client-care officer" through direct contact clients and partners.
  • Assist, as required, in raising additional capital at appropriate valuations to enable the Company to meet sales, growth, and market share objectives.
  • Foster a success-oriented, accountable environment within the company.
  • Represent the Company with clients, investors, and business partners.
  • Maintain continuous lines of communication, keeping the CEO informed of all critical issues.
  • Direct short-term and long-range planning and budget development with Founders to support strategic business goals.
  • Support personnel actions by ensuring all HR and related functions are properly performed.
  • Coordinate all shared services with Redgrave LLP.
  • Assist in the protection of the organization by ensuring compliance with all applicable laws and policies.
  • Bachelor’s degree from an accredited university or college.
  • Technical background, Legal Technology Industry experience, and an MBA are preferred.
  • Minimum of 10+ years of experience in developing broad-scoped business relationships and managing and growing second stage companies.
  • Ability to develop, layout, and follow through on detailed business plans and programs.
  • Strong negotiating ability.
  • Strong interpersonal and leadership skills, self-confidence.
  • Strong business and financial acumen.
  • Strong oral and written communication skills.
  • Integrative team working style, easy contact, rapid to adaptation, can foster team spirit.
  • Able to effectively interface with all levels of personnel and vendors.
  • Team player with a competitive spirit to excel and the ability to influence and motivate others.
  • Good communication skills, and capable of listening.
  • CFO Essential Roles and Responsibilities:
Assignment Focus: The Chief Financial Officer is responsible for supporting the CEO, Founders, and Board with key financial information and operational analytics, driving a culture of accountability in managing the business, and adding value to operating the business.
  • Define the corporate financial strategy, manage financial capital, and communicate capital requirements/ implications of business decisions to CEO, Founders, and Board.
  • Conduct meaningful proactive analysis to improve key business decisions focusing on management of working capital, use of financial vehicles, and others.
  • Grow equity value – increase gross profit and reduce debt.
  • Ensure efficient capital expenditures and minimize taxes.
  • Provide useful financial insights to help make better decisions about formulating and executing business strategy.
  • Establish internal control processes required to manage and grow the business.
  • Anticipate and correct potential problems in advance.
  • Drive the annual budget process and the monthly reporting.
  • Proactively manage cash flows in a leveraged environment.
  • Implement proper financial reporting to determine daily and weekly gross profit estimates.
  • Develop and implement a financial risk management policy.
  • Effectively manage banks, board of directors, suppliers, and other financial relationships.
  • Structure, negotiate, and finalize purchase agreements.
Additional / Complementary Qualifications/Requirements to CFO:
  • Bachelor’s degree from an accredited university or college.
  • Finance background and an MBA in Accounting, Finance, or Business are preferred.
  • Minimum of 10+ years of experience in developing broad-scoped business relationships and managing and growing second stage companies.
  • Up to date knowledge of current financial and accounting computer applications.
  • Excellent verbal, analytical, organizational, and written skills.
Work Hours: Although hours are flexible, core hours of 9:00 AM to 5:00 PM Monday through Friday are encouraged, primarily to facilitate collaboration with other remote team members. Additional hours outside this range may be required for specific projects and situations. Travel may be required. Salary Range: $300,000.00 To 350,000.00 Annually This job description sets forth the responsibilities and authorities of this position, and may be changed from time to time as needed. Redgrave Strategic Data Solutions LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, veteran status, or other factors protected by law.

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Redgrave Strategic Data Solutions, LLC (“Redgrave Data”) is an affiliated company of Redgrave LLP, a Delaware limited liability partnership. Redgrave LLP has no role in the day-to-day operations of Redgrave Data. Redgrave Data is not a law firm and does not provide legal services.