Meeder Investment Management

VP, Corporate Finance

Description

Role Overview

This position is responsible for working closely with the CFO and other senior leadership to establish financial policies, procedures, controls, and reporting systems. This position ensures legal and regulatory compliance for all accounting and financial reporting functions. The Vice President of Corporate Finance also oversees cost and general accounting, accounts receivable/payable, payroll and risk management. The successful candidate will proactively recommend solutions related to financial reporting, profitability, control improvements, technology-aided efficiencies, and structure for the overall team.

Req Number ACC-24-00001

Position Requirements

Primary Responsibilities

  • Provide strategic leadership for Corporate Finance in support of all Meeder lines of business
  • Participate in the development of new business opportunities as well as calculate profitability analysis for existing business lines & products
  • Partner with Human Resources in the design, implementation and administration of wage incentives, commissions and salaries
  • Engage with business line leaders to collaborate, implement and communicate budgeting procedures with all departments
  • Lead the development, management and improvement of operational and financial controls and procedures
  • Generate, analyze and present monthly financial statements and forecasts to senior leadership
  • Develop and maintain system of internal controls to safeguard financial assets of the organization and minimize risk and assure consistent reporting of operational performance
  • Oversee annual independent audits, third party valuation and filing of tax returns
  • Oversee Accounts Payable, Accounts Receivable and banking activities of the organization to ensure adequate cash flow, revenue recognition & expense recording
  • Lead, mentor and develop the Corporate Finance team

Critical Success Factors

  • Exceptional leadership skills
  • Strong written and verbal communication skills
  • Excellent problem solving abilities
  • Ability to multitask and meet tight deadlines
  • High degree of ethics and integrity
  • Strong executive presence with the ability to present to a variety of audiences

Skills Required

  • Bachelor’s degree in Accounting, Finance, Economics or other technical degree
  • Minimum 10 years progressive experience in financial management/leadership positions
  • Strong knowledge of accounting GAAP and corporate taxation
  • Financial Services industry experience
  • Strong math and analytical skills
  • Prior experience leading, developing and growing a team of direct and/or indirect reports
  • CPA preferred

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

  • Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).
  • Seniority level

    Executive
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Financial Services

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