Key Responsibilities
1. Strategic Financial Leadership
- Develop and execute financial strategies aligned with the company’s growth objectives.
- Partner with the CEO and ownership to drive profitability, expansion, and operational efficiency.
- Provide financial modeling and scenario planning for new markets, acquisitions, and product lines.
2. Financial Planning & Analysis (FP&A)
- Lead annual budgeting, forecasting, and long-range financial planning.
- Monitor KPIs including gross margin, inventory turnover, working capital, and cash flow.
- Deliver timely and accurate financial reporting to executive leadership and owners.
- Analyze distribution cost structures (logistics, warehousing, transportation).
3. Accounting & Controls
- Oversee accounting operations, including general ledger, AR/AP, payroll, and inventory accounting.
- Ensure compliance with GAAP and relevant regulatory requirements.
- Implement and maintain strong internal controls and risk management processes.
- Manage external audits and tax filings.
4. Cash Flow & Working Capital Management
- Optimize cash flow, credit lines, and banking relationships.
- Manage inventory financing and supplier payment terms.
- Oversee credit policies and customer risk management.
5. Operations & Supply Chain Finance
- Collaborate with operations and supply chain teams to improve cost efficiency.
- Evaluate warehouse investments, fleet management, and distribution center performance.
- Analyze pricing strategies and margin optimization.
6. Family Governance & Communication
- Provide clear financial reporting to family shareholders.
- Support family board meetings with financial insights and strategic recommendations.
- Balance reinvestment strategies with dividend expectations.
- Maintain confidentiality and professionalism in family matters.
7. Risk Management & Compliance
- Oversee insurance, legal compliance, and enterprise risk management.
- Assess economic risks, supplier concentration, and market fluctuations.
- Ensure compliance with tax regulations and industry-specific requirements.
Reporting Structure
- Reports to: CEO / President
- Direct Reports: Finance Manager, Accounting Staff, IT (if applicable)
- Works closely with: Operations, Sales, Supply Chain, Family Ownership Group
Success Metrics
- Improved cash flow and working capital efficiency
- Accurate and timely financial reporting
- Margin expansion and cost control
- Successful execution of growth initiatives
- Strong governance and trust with family stakeholders
Requirements
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).
- 10+ years of progressive financial leadership experience, preferably in distribution, wholesale, or supply chain industries.
- Experience in a family-owned or privately held business environment preferred.
- Strong knowledge of inventory management, ERP systems, and distribution metrics.
- Proven ability to lead teams and influence cross-functional stakeholders.
Key Competencies
- Strategic thinking with operational execution capability
- High integrity and discretion
- Strong analytical and financial modeling skills
- Excellent communication and interpersonal skills
- Ability to navigate family dynamics professionally
- Hands-on leadership style
Benefits
401k and Health Benefits