Careers at Wells Media

Summary

The CFO is responsible for directing the company’s overall Financial & Administrative policies and functions and will have primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company. The CFO reports to the CEO and will assist the CEO and the Management Team on strategic and tactical matters.

Top Level Highlights

Wells Media Group (WMG) is a B-to-B media company with a focus on the property / casualty insurance industry.‍
We are 100% employee-owned company since the WMG ESOP purchased the company in late 2021.
WMG practices open book management sharing financial results with all team members.
We value teamwork, creativity, and open communication.

Essential Duties and Responsibilities

Direct the organization's overall financial and administrative function, policies and procedures including the oversight of accounting, budgeting, credit, insurance, tax, human resources, employee benefits, ESOP, 401(k), and treasury.
This is a hands-on position responsible for financial accounting & reporting of results and financial position as well as communication of same to employees.
Supervision of one finance team member and effective communication with all employees.
Develop and implement WMG’s financial goals.
Provide leadership in the development for the continuous evaluation of short and long-term strategic financial objectives.
Provide recommendations to strategically enhance financial performance and business opportunities.
Provide the CEO and Management Team with advice on the financial implications of business activities.
Liaison with outside CPA firm and other resources.
Manage processes for financial forecasting, budgets, and consolidation and reporting.
Design and coordinate a wide variety of accounting and statistical data and reports.
Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting.
Supervise cash management activities.
Monitor and control accounts receivables.
Act as financial gatekeeper.
Demonstrate expertise in a variety of the field's concepts, practices, and procedures.
Rely on extensive experience and judgment to plan and accomplish goals.
Exercise a wide degree of creativity and latitude.

Characteristics of Successful Candidate

Bachelor’s degree in Accounting or Finance.
CPA and/or MBA degree preferred.
10 to 15 years of experience performing in a strategic leadership role with responsibilities for overseeing a company’s financial and administrative matters.
Prior experience with ESOP administration, management, and reporting is a plus.
Demonstrated leadership of human resources, people management and HR benefits and 401(k).
Strong experience in QuickBooks and Microsoft Excel and the ability to be critical of all internal systems toward constant improvement to complement the organization’s needs.
Hard working and eager to roll up your sleeves.
Ability to function in a rapidly growing environment with demonstrated creativity.
Capability to work as a team player in collaboration with all functional leaders within the company.
Be a creative problem solver always exercising a positive attitude; a good listener.
Ability to think strategically and work to create and mange financial solutions toward the company’s success.
Effective communicator able to connect with the Board of Directors and to maintain their confidence and trust.

Chief Financial Officer

Summary

Top Level Highlights

Essential Duties and Responsibilities

Characteristics of Successful Candidate

How to Apply