Primary Duties and Responsibilities
- Provide strategic financial leadership across all six business entities.
- Lead budgeting, forecasting and financial modeling activities.
- Implement and maintain consolidated financial reporting and dashboards.
- Optimize cash flow, working capital, and treasury management across the portfolio of companies.
- Lead banking relationships, credit facilities, insurance and investment strategies
- Evaluate financial performances of franchisee and support sustainable growth of the franchising model.
- Oversee accounting operations, audits, and internal controls to ensure compliance and accuracy.
- Partner with operational leaders to drive profitability and efficiency through data and KPI’s
- Manage and develop finance team members to support business needs and succession planning.
- Support franchise expansion and new business development.
- Manage to GAAP principles and provide accounting views for Tax, Managerial and Investors.
Qualifications
- Bachelor’s degree in finance, Accounting or related field (MBA Preferred)
- CPA
- 7-10+ years of experience in a senior finance role; multi-entity or franchise experience preferred.
- Strong knowledge of GAAP, forecasting, budgeting, and financial modeling.
- Proven success in implementing scalable financial systems and controls
- Experience in working with private equity, investors, or lenders.
- Strong interpersonal and leadership skills with the ability to influence at all levels.
- Advanced Excel and accounting software proficiency (example: QuickBooks, NetSuite, Sage, etc.)
- Qvinci experience preferred – reporting consolidator of QuickBooks.
Similar Jobs
What We Do
Cogent Analytics is a business management consulting firm committed to serving privately held businesses in the US. Founded in 2014, we've grown from a small team of six to a thriving organization of over 220 dedicated professionals serving Main Street businesses across 36 U.S. states.
Our mission is to improve the lives of business owners by providing honest and effective business consulting services. We believe that small to mid-sized businesses are the backbone of our economy and the lifeblood of their communities. Our people-centric approach focuses on the individuals behind the businesses and the communities they serve.
At Cogent Analytics, we're more than just a business - we're a family that acts like a business from time to time. We invest heavily in our team, fostering a culture of support, growth, and recognition. We're proud of our A+ Rating with the Better Business Bureau, client testimonials, and lifecycle relationships that are testaments to our ethical business practices.
Join us as we continue to champion the cause of the entrepreneur, helping businesses overcome challenges, achieve their full potential, and contribute to the strength and vibrancy of our communities.
At Cogent, your business is our business — let's build something together.
Website: www.cogentanalytics.com
Email: [email protected]
Phone: (336) 665-8154








