Core Responsibilities
- Ensuring accuracy and integrity of the general ledger, WIP, AR, AP, payroll, and inventory
- Enforcing financial policies, approval limits, and internal controls
- Ensuring compliance with accounting standards, tax requirements, and regulatory obligations
- Managing cash inflows and outflows to avoid shortages or surprises
- Actively managing AR collections, AP timing, and working capital
- Providing forward-looking cash visibility to ownership
- Accurate job costing and labor burden allocation
- Proper WIP tracking and revenue recognition
- Identification and escalation of margin leakage
- Leading annual budget development
- Producing rolling forecasts and scenario models
- Monitoring budget vs. actual performance monthly
- Monthly Financial Review (MFR) preparation and leadership facilitation
- Early identification of financial risks or deviations
- Reducing reactive financial questions through proactive reporting
- Training, cross-training, and succession coverage for accounting team
- Consistent execution of finance processes
Qualifications
- Minimum 10 years progressive finance or accounting leadership experience
- Construction, plumbing, HVAC, or project-based business experience strongly preferred
- Bachelor’s degree in Finance, Accounting, or related field (required)
- CPA, CMA, or equivalent credential (strongly preferred)
- Job costing and WIP accounting
- Cash flow and working capital management
- Budgeting and financial controls in growth environments
- High attention to detail with executive-level judgment
- Ability to enforce discipline without micromanagement
- Clear financial communication to non-financial leaders
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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
