Chief financial officer

May 1, 2019


Brandt Information Services


Software and Business Services




Tallahassee, FL



CFO will provide hands-on leadership to the small accounting and finance team. Once financial operations are fully-functioning, direct reports may expand to include other functional areas.

Key relationships:

The CFO is a newly created role intended to be the strategic partner to both the Chief Executive Officer and President. The CFO will serve as a key member of the executive leadership team and take on   financial management of the organization. The CFO will collaborate with several stakeholders in addition to the CEO, President and direct reports, including other members of management, NexPhase, the Board, auditors, tax advisors, other consultants, and Brandt’s debt financing provider. 

The oppurtunity:

The CFO will provide leadership, expertise, and support across the entire enterprise. This leader will ensure that plans, forecasts, and investment analyses are insightful and comprehensive. This leader will play a key role in Brandt  achieving anticipated financials results and is expected to develop a financial performance plan that assigns accountability throughout the organization. The CFO will be hands-on and fluid while demonstrating a “roll up your sleeve’s mentality” with the ability to rapidly respond to and build financial models in a dynamic and growing environment.

Specifically, the CFO will have responsibility for:

Analysis & Performance Management:

  • Transform financial and operational data into concise and accurate decision-making information.
  • Manage and lead financial analysis (revenue, cost, profit, cash flow, balance sheet, pricing).
  • Review and explain significant account variances when comparing actuals, budgets, and forecasts.
  • Develop and implement enterprise-wide performance management procedures and ensure employees are held accountable for individual and company performance.
  • Evaluate growth strategies from operational and financial perspectives.
  • Provide due diligence for potential new business opportunities.
  • Evaluate significant investments such as information technology and other capital expenditures from a ROI and strategic perspective.

Financial operations:

  • Ensure proper revenue accounting and billing operations for an environment with a complex, high volume of transactions.
  • Contribute to the development of new tools and operational processes to support internal and external constituents.
  • Ensure compliance with relevant policies, procedures and regulations.
  • Formulate and implement new financial processes, tools, and methods.
  • Manage relationships with other stakeholders including Board members, investors, customers, lenders, etc.

Budgeting and forecasting:

  • Lead budgeting, forecasting, and financial reporting of P&Ls, balance sheets, and cash flows for all functional areas.
  • Liaise with leaders of functional groups / departments to ensure enterprise-wide input into budgeting and forecasting. 
  • Ongoing ownership of a robust financial and operating model to provide regular forecasts of revenue and expenses as well as cash flows.

Leading and directing others:

  • Champion strategic direction and provide leadership for a high-performing team.
  • Implement processes, techniques, and tools that optimize the efficiencies in a cost-effective manner. 
  • Demonstrate leadership that ensures retention and development of existing employees while achieving high levels of productivity.

What does success look like after 12 months?  Brandt’s CFO will be:

1. Providing accurate and timely insight into the financial and operating performance of the business, including development of financial reporting packages for internal and external use. 
2. Championing Brandt’s entrepreneurial, high-performing culture.  Respected as a strategic thought leader.
3. Partnering with the CEO and President to implement the company’s growth strategy.
4. Respected as the leader in weekly organizational meetings with the Directors of all key functional areas of the business.
5. Creating a winning culture. Leading a high-performing and efficient team.
6. Supporting the execution of growth and profitability goals set by the Board and equity stakeholders to include:

  • Brandt Revenue: +18%
  • Brandt EBITDA: +27%
  • Cash Management and Liquidity targets
  • Timely monthly reporting and opportunity identification
  • Implemented performance management (with individual scorecards in place for each key employee)

7. Proved himself/herself such that he/she has demonstrated an ability to take on more functional (operating) responsibility in the organization.

Why consider joining Brandt now?

1. The business is poised for accelerated growth – organically and through acquisitions – and is well-capitalized with the support of NexPhase.
2. The CFO will be empowered to drive change and make a difference.  
3. Once the financial operations are fully functioning, the CFO will have an opportunity to expand functional responsibility and contribute to the overall growth strategy.


The following experiences are required:

1. Minimum 10 years operationally-oriented, progressive financial leadership experience.

  • Experience leading financial operations.
  • Proven success in understanding and interpreting results, as well as formulating effective recommendations.
  • Exemplary analytical capabilities and a fact-based, hands-on approach to identify and diagnose issues and trends and develop effective business solutions.
  • Ability to clearly, confidently and convincingly present analyses and recommendations around major financial and other decisions.
  • Exceptional FP&A tool kit with the ability and desire to “roll up one’s sleeves” and drive independent analysis and process improvement. Understanding of and ability to develop financial models.
  • Ability to advise leadership team and Board about capital structure considerations with experience managing banking relationships.
  • History of building capabilities that will scale as the business grows.
  • Experience in a more entrepreneurial environment – able to deal with complexity and low resource-based circumstances. Has a sense of urgency and will take decisions and “own” them.
  • Experience with ERP implementations.

2. Experience leading finance / operations in a Private Equity-backed business with debt financing obligations.

  • Ability to develop weekly, monthly, quarterly and annual financial & operational reporting packages that enhance internal decision making and satisfy the requirements of the Board, investors and debt financing providers.
  • Ownership of materials and logistics for quarterly Board meetings.
  • Ability to manage reporting requirements of debt financing sources including financial comparisons, covenant calculations, and budgets, in a timely fashion.

3. Accounting, Treasury, Tax, and Legal acumen.

  • Knowledge of GAAP standards.  Experience leading an accounting team to produce timely and accurate data.
  • Experience consolidating financial statements from multiple wholly-owned subsidiaries and managing intercompany eliminations.
  • Demonstrated success leading internal or external treasury management functions and tax teams.
  • Knowledge of limited liability company income taxes.
  • Experience interfacing with and managing external auditors and legal counsel.

4. History of effectively driving transformational change.

  • Ability to operate effectively in a fast-paced environment, combined with an understanding of how to develop and implement best-practice business processes.
  • Ability to think long-term while still maximizing short-term performance.
  • Demonstrated willingness and ability to provide both tactical and transformational support in a highly dynamic environment.

5. Hands-on, advanced level Excel proficiency.

6. Undergraduate Degree in Finance, Accounting, Business, or related field.

Fortune 1000 Company?


Job Type

Full Time

Career Level

Senior Executive (President, CEO, CFO, CIO, COO)

Travel Requirements


Contact Name

Lisette Connell

Contact Phone

+1 561-495-1151