Greenleaf Trust
  • Kalamazoo, MI, USA
  • Full Time

What You'll Be Doing

Principal Accountabilities:

  • Provide financial leadership to the organization by setting the appropriate tone for financial and human capital allocation
  • Plan, develop, organize, implement, direct and evaluate the company's fiscal function and performance.
  • Participate in the development of the company's plans and programs as a strategic partner.
  • Evaluate and advise on the impact of long range planning, introduction of new programs/strategies and regulatory action.
  • Provide timely and accurate analysis of budgets, financial reports and financial trends in order to assist the President and the Board and other senior leadership in performing their responsibilities.
  • Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the company.
  • Establish credibility throughout the organization and with the Board as an effective developer of solutions to business challenges.
  • Establish and maintain strong relationships with senior executives as well as build relationships throughout the organization (including remote locations).
    • Participate in events designated as an opportunity for relationship building either with team members or clients in all locations.
    • Seek to identify needs to assist with a full range of business solutions for the company, team members and clients.
  • Provide technical financial advice and knowledge to others within the financial discipline.
  • Continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets.
  • Develop a reliable cash flow projection process and reporting mechanism which includes minimum cash threshold to meet operating needs.
  • Be an advisor from the financial perspective on any contracts into which the company may enter.
  • Provide leadership, coaching and development opportunities to the finance team.
  • Takes a hands-on lead position of developing, implementing and maintaining a strong financial plan for the organization.
  • Plan for continual improvement of the efficiency and effectiveness of the division.

What You Need for this Position:

  • Master's degree, or CPA, and no less than ten years related experience; or equivalent combination of education and experience.




Greenleaf Trust
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