Technical Training Manager jobs in Yuma, AZ

Technical Training Professionals (TTP) is a US-based, global training and software company. We turn complex technical information into dynamic, visually engaging training materials and programs for major industries such as power generation and chemical manufacturing. Our training solutions combine our in-depth subject matter expertise with detailed, state-of-the-art 3D animations to produce the best training on the market today. We are a small, woman-owned business with clients of all sizes throughout the world. Learn more about us at www.tectrapro.com.

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About the Position

We are looking for a Vice President of Finance & Accounting who is a proactive, strategic thinker and understands that being a leader in a small company means you are both doing the work and leading the work. The successful candidate will help us grow our company with their financial expertise, collaborative nature, adaptability, and commitment to making us better tomorrow than we are today.

The Vice President of Finance & Accounting is a new position responsible for all aspects of finance and accounting strategy, operations, and execution. This includes forecasts, planning, budgeting, analysis, cash management, accounts payable, accounts receivable, reporting, and more.

As a key member of executive leadership, you will work alongside the CEO and other members of leadership to develop short- and long-term strategies for financial growth and operational improvements. This includes activities such as conducting a detailed revenue analysis to inform improved products and services pricing strategies, as well as establishing revenue goals based on actual costs and revenue forecasts. This position will also play a vital role in headcount planning including determining if and how to bring other finance functions and roles in-house to support their own department and work.

TTP is a small company and all leadership positions, including VP of Finance, are hands-on and play an active role in day-to-day activities. This position will be responsible for the daily financial operations of the company which includes, but is not limited to, processing invoices and payments; reviewing daily accounting transactions; directing month-end close; preparing financial statements; performing profit and loss analysis; monitoring and reviewing payroll; and managing tax filings. Many of these activities are currently handled by the CEO or COO with support of an external accounting and bookkeeping firm. In this position, you will take over responsibility for these activities, including primary management of the existing external firm.

To be eligible for this position, you must be based in the greater Phoenix, AZ area. However, this is a hybrid position allowing a combination of working from home and in the TTP Phoenix office.

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Duties and Responsibilities

Overall Strategy & Management

• Own all financial and accounting strategy, operations, and execution, including forecasts, planning, budgeting, analysis, cash management, accounts payable, accounts receivable, reporting, procurement, and more.
• Serve as a financial advisor to the CEO.
• Manage existing external financial services firm.
• Design and implement new and/or enhanced finance and accounting policies and procedures.
• Establish, lead, and manage company-wide annual budget and process to work with divisions to build budgets.
• Develop and maintain effective relationships with business partners and cross-functional teams.

Financial Planning & Analysis

• Manage gathering and delivery of financial data for analysis and forecasting with respect to profits, trends, costs, pricing, and compliance.
• Prepare budget and revenue forecasts, reports and models.
• Using planning methods like predictive planning, driver-based planning, and multi-scenario planning to create financial forecasts.
• Coordinate the preparation of all necessary annual, quarterly, and monthly reports related to finance and accounting.
• Work closely with Revenue Operations to develop appropriate tracking methods and key performance indicators (KPIs) for revenue and expenses.
• Identify cost-saving opportunities and ways to improve operations to increase revenue.

Accounts Receivable, Accounts Payable & Budget

• Develop, implement, and manage accounting and billing systems and controls.
• Generate monthly reports including accounts payable reconciliation, accounts receivable reconciliation, cash flow report, and balance sheet audits.
• Execute AR/AP functions, including processing invoices, resolving missed payments, and updating financial records.
• Manage and supervise all AR/AP cycles with external partners and customers.
• Conduct periodic audits of budget items, including comparing per diems to actual expenses and other budget-to-actual comparisons.
• Maintain corporate checking accounts and invoices.

Compliance, Taxes & Compensation

• Provide on-time and accurate reporting of financial information to internal parties, government regulators and outside agencies.
• Ensure compliance with federal, state, local, and organizational laws, regulations, guidelines, and best practices, including but not limited to tax laws, generally accepted accounting principles (GAAP), federal acquisition regulations (FAR), and cost accounting standards (CAS).

Project Specific

The following are a few known high-priority projects that the VP of Finance will be managing or closely involved in immediately upon starting with TTP. TTP will give preference to candidates who have experience with successfully leading or playing an integral role in similar projects.

Database Cleanup & Systems Integration Project

The database cleanup and systems integration project is a close collaboration between finance and revenue operations that will improve our data and integrate our revenue-related systems (primarily HubSpot and QuickBooks). This project will be done with in-house resources as well as an external firm to support the technical side of database development and systems integrations. Anticipated activities and needs include:

• Establish a single source of truth for customer data through cleaning and aligning data in QuickBooks, HubSpot and where possible, the LMS and any other data sources.
• Create a master training products and services list that defines each training related product and service offered including its revenue stream, pricing, taxability, cost to produce, and other data necessary for in-depth analysis, improved project scoping, and revenue forecasting.
• Integrate HubSpot and QuickBooks to streamline processes throughout the revenue generation cycle (marketing, sales, finance, service).
• Streamline quote/estimate and invoice process through system integration and optimization between HubSpot and Quickbooks.

Establish Processes, Policies & Procedures

The majority of administrative, accounting, operations and finance work has been handled by the CEO, COO, an external firm and/or a handful of different support staff. In many cases, this has led to disconnected and undocumented processes, policies, and procedures. The VP of Finance will be responsible for “building the plane while flying it” to audit and improve productivity and effectiveness. In addition to the systems integration project which will establish several processes related to invoicing and sales, other anticipated priorities include:

• Work with administrative services to develop a comprehensive employee travel and expenses policy.
• Finalize the working draft Contractor Policy which establishes the process and requirements for requesting and hiring a contractor.
• Define a process and tracking system to manage invoices for custom development contracts to ensure payments are requested in alignment with project deliverables and contract terms.

QualificationsRequired Skills & Abilities

• Thorough knowledge of financial and legal best practices and requirements with a proven ability to provide sound and ethical financial counsel to executive leadership.
• Thorough understanding of and personal involvement with systems and methodologies of finance and administration.
• Proficient in accounting software and online financial management platforms. Strong preference to candidates with mastery of QuickBooks Online.
• Strong analytical and problem-solving skills.
• Excellent organizational skills and attention to detail.
• Strong supervisory and leadership skills.
• Experience with HR management software such as Gusto.
• Experience with revenue operations and customer relationship management systems. Preference to candidates with HubSpot experience.

Education & Experience

• Bachelor’s degree in accounting or finance required; MBA preferred.
• 10 years of experience in finance and accounting required.
• 5 years of department/people management experience required.
• Certified Public Accountant (CPA) license preferred.
• Strong leadership skills
• Experience as a financial analyst or accountant
• Communication abilities

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Must be able to travel.

Job Type: Full-time

Pay: $130,000.00 - $180,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Life insurance
• Paid time off

Experience level:

• 10 years

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Accounting: 8 years (Required)

License/Certification:

• CPA (Preferred)

Ability to Commute:

• Phoenix, AZ 85016 (Required)

Ability to Relocate:

• Phoenix, AZ 85016: Relocate before starting work (Required)

Work Location: Hybrid remote in Phoenix, AZ 85016