Director of Finance

Join the Team

Serv, a global executive recruitment partner, is hiring on behalf of a confidential client for a Director of Finance.

Join the Team:
Our client is a highly recognized, multi-channel retail business entering a transformative stage of growth and operational evolution. The company is preparing for a capital raise that will support geographic expansion and long-term scalability. Leadership is seeking a finance leader who can build the infrastructure required for the next chapter of growth while serving as a trusted strategic advisor to the CEO and executive team.
This is not a maintenance role. It is a build role designed for a hands-on operator who thrives in complexity, enjoys architecting systems from the ground up, and wants direct ownership over financial transformation and business impact.

Position Responsibilities:
If you are a finance leader who combines strategic thinking with operational execution, this role offers the opportunity to rebuild and modernize the company's finance function while directly influencing business growth and investment readiness.

This role includes:

• Leading the full finance function and serving as the CEO's primary financial partner
• Rebuilding the financial reporting framework to provide real-time visibility into unit economics, contribution margin, EBITDA-structured P&L reporting, and free cash flow
• Establishing and leading a weekly financial reporting cadence for executive leadership
• Driving forecasting, financial planning, and decision-support processes across the organization
• Supporting the company through a future capital raise and investor-readiness process
• Managing cash flow, working capital, debt service, covenant compliance, and lender reporting
• Creating scalable finance systems and operational infrastructure to support expansion
• Overseeing inventory accounting across a complex, multi-location, multi-SKU environment
• Partnering cross-functionally with leadership to improve operational and financial performance
• Using AI and modern financial tools to improve modeling, analysis, reporting, and workflow efficiency
• Supporting the transition and overlap with the current Controller before assuming full ownership of the function
  
  

Qualifications:

• 7+ years of progressive finance and accounting leadership experience with direct ownership of a finance function
• Experience within multi-unit retail, multi-channel commerce, specialty retail, restaurant groups, or similarly inventory-driven businesses
• Proven success building or rebuilding financial reporting frameworks, including unit economics, contribution margin, EBITDA reporting, and free cash flow modeling
• Strong FP&A leadership experience with direct ownership of forecasting and decision support
• Deep experience with inventory accounting in multi-location environments
• Experience managing cash flow, lender relationships, debt service, and covenant reporting
• Advanced Excel and financial modeling capabilities
• Experience with mid-market ERP systems such as Sage Intacct, NetSuite, or comparable platforms
• Strong AI fluency with demonstrated use of tools such as ChatGPT, Claude, or Copilot in financial workflows and analysis
• Strong communication skills with the ability to translate financial insights into business decisions
• Ability to operate as both a strategic leader and hands-on builder in a fast-moving environment
• Portland-based or strongly committed to relocation for an in-person role

Strongly Preferred:

• Experience supporting a capital raise, investor diligence, board reporting, or investor-grade financial reporting
• CPA designation, ideally active in Oregon or Washington
• MBA or Master's degree in Finance or Accounting
• Familiarity with BI tools such as Power BI, Tableau, or Looker
• SQL fluency or experience working with data/reporting systems
  
  

Our Ideal Teammate Is Someone Who:

• Is proactive and accountable
• Thinks strategically and executes consistently
• Communicates with clarity and confidence
• Brings a positive, growth-oriented mindset
• Is highly organized and dependable
• Embraces learning and feedback
• Cares deeply about doing great work

Location: Portland, Oregon (in person)