Chief Financial Officer

Key Responsibilities

• Serve as a trusted advisor to the President, ownership, and executive team
• Provide data-driven insights to support decision-making and value creation
• Oversee all accounting operations (GL, A/P, A/R, payroll) and GAAP compliance
• Lead external audits, tax filings, and regulatory reporting
• Lead annual budgeting and ongoing forecasting
• Develop KPIs, dashboards, and performance reporting tools
• Provide scenario modeling and financial analysis for strategic initiatives
• Manage cash flow, liquidity, and working capital
• Oversee banking relationships, financing, and capital structure
• Establish and oversee credit policies and risk frameworks
• Manage insurance programs and enterprise risk mitigation
• Lead financial modeling, valuation, and due diligence
• Support integration of acquired businesses
• Evaluate ROI on capital investments, expansions, and new locations
• Serve as liaison to the family office, Board of Directors, and related business entities
• Prepare and present board and family office materials
• Support tax strategy, estate planning, and coordination with external advisors
• Ensure transparency and governance across all related entities
• Oversee financial strategy and performance of the company’s real estate portfolio
• Oversee insurance programs including workers’ compensation and auto
• Build and lead a high-performing finance organization
• Support HR, benefits, and administrative functions as needed
• Foster a culture aligned with company values and performance expectations

Experience & Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or Business Administration required; CPA required or strongly preferred; MBA or advanced degree preferred
• Experience: Prior CFO or senior finance executive experience required; experience in distribution, manufacturing, or multi-location environments preferred; M&A and capital investment experience required; Big 4 and family-owned/private company experience preferred