Strategic Financial Leadership

• Serve as a trusted strategic partner to the CEO and executive team, translating enterprise strategy into financial plans, capital priorities, and measurable outcomes.
• Establish and drive a 1–3 year financial roadmap that supports organic growth, operational improvement, and potential acquisitions or divestitures across EOB's operating companies.
• Provide financial modeling, scenario analysis, and decision-support to guide major business decisions at both the holding company and operating company levels.
• Represent EOB's financial health and strategy to the Board of Directors, ESOP trustee, lenders, and other key stakeholders.

Financial Planning & Analysis

• Oversee the enterprise-wide annual budgeting and multi-year planning processes, ensuring alignment across all operating companies and the corporate center.
• Lead the development of financial forecasts, KPI dashboards, and management reporting that provide clear visibility into business performance.
• Partner with operating company presidents and business unit leaders to drive accountability for financial results, identify risks, and surface opportunities.
• Evaluate capital allocation decisions, return on investment analyses, and pricing strategies across the portfolio.

Tax & Treasury

• Oversee all tax planning, compliance, and reporting obligations, including federal, state, and local income tax, and the unique ESOP-related tax considerations inherent to an employee-owned enterprise.
• Manage treasury functions including cash management, liquidity planning, banking relationships, debt structure, and risk management.
• Ensure EOB maintains appropriate levels of financial flexibility to support operational needs, growth initiatives, and ESOP repurchase obligations.
• Optimize the company's capital structure in alignment with both short-term operational needs and long-term ownership succession planning.

Financial Control, Reporting & Accounting

• Maintain a strong internal control environment across the enterprise, ensuring compliance with GAAP and all applicable regulatory requirements.
• Oversee the accurate and timely production of consolidated and subsidiary-level financial statements, management reports, and external filings.
• Ensure the integrity of the general ledger, accounts payable, accounts receivable, payroll accounting, and financial close processes.
• Lead or coordinate the annual audit process, working effectively with external auditors and the ESOP trustee.
• Continuously evaluate and improve financial systems, processes, and reporting infrastructure to scale with business growth.

External Relationships & Advisory Partners

• Establish and maintain strong, trust-based relationships with banking and financial institution partners to support credit facilities, capital needs, and day-to-day treasury operations.
• Serve as the primary financial point of contact for insurance consultants, ensuring EOB's coverage programs are appropriately structured, competitively placed, and aligned with enterprise risk management objectives.
• Manage relationships with external CPA firms, overseeing audit engagements, tax advisory services, and any special projects requiring outside accounting expertise.
• Partner with legal counsel on financial matters including contract review, regulatory compliance, M&A transactions, ESOP legal requirements, and corporate governance.
• Represent EOB professionally in all external financial relationships, reinforcing the company's reputation as a well-governed, employee-owned enterprise.

ESOP Stewardship

• Serve as a knowledgeable internal resource on ESOP financial mechanics, including annual valuation processes, repurchase obligation modeling, and plan financing strategies.
• Partner with HR and the Employee Owner committee to ensure ESOP-related communications are financially accurate and support employee-owner engagement.
• Maintain strong relationships with the ESOP trustee, plan administrator, and external advisors to support plan health and compliance.
• Develop long-range ESOP repurchase obligation forecasts and ensure the company's financial plans appropriately account for future obligations.

Team Leadership & Talent Development

• Lead multiple teams spanning directors, senior managers, and managers across finance functions, fostering a high-performance, development-oriented culture.
• Develop and execute a talent strategy for the finance organization, including succession planning, skills development, and organizational design.
• Build a finance team culture that is proactive, collaborative, and service-oriented toward operating company partners.
• Coach and develop direct reports with an emphasis on building future financial leadership capacity within EOB.

Required

• Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or advanced degree strongly preferred.
• CPA or CFA designation highly preferred.
• 15+ years of progressive financial leadership experience, including a minimum of 5 years in a senior finance leadership role (VP Finance, CFO, or equivalent).
• Demonstrated experience leading multi-functional finance teams including FP&A, accounting, tax, and treasury.
• Proven ability to develop and execute financial strategy within a 1–3 year planning horizon.
• Strong command of GAAP, financial reporting standards, and internal controls.
• Exceptional business partnership skills with the ability to influence and communicate financial concepts to non-financial leaders.
• High integrity and strong executive presence; comfortable presenting to boards, trustees, and lenders.

Preferred / Ideal

• Experience in a holding company or multi-entity structure with responsibility for consolidated financial reporting across operating subsidiaries.
• Direct experience with ESOP-owned companies, including familiarity with ESOP valuation processes, repurchase obligations, and plan financing.
• Background in manufacturing, technology, or diversified industrial sectors aligned with EOB's operating companies.
• Experience supporting M&A transactions, including financial due diligence and integration.
• Familiarity with mid-market financial systems and ERP platforms.

Employee Owned Brands is an equal opportunity employer. We celebrate the unique perspectives that employee ownership creates and are committed to building a leadership team that reflects the communities we serve.

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