Chief Financial Officer (CFO)

Description

[CONFIDENTIAL] is a family-owned, high-growth logistics company founded in 1949. What started as a food-grade warehousing company has grown into a diversified logistics and real estate organization offering:

• Contract Warehousing
• Dry Storage
• Hazmat Storage
• Temperature-Controlled Warehousing
• Asset-Based Trucking Services
• Commercial & Residential Real Estate Operations

Today, the company and related entities operate approximately 25 facilities nationwide with continued plans for organic growth and strategic acquisitions.

We are large enough to handle complex supply chain operations while remaining agile enough to provide specialized service and maintain a strong company culture.

Our Culture

[CONFIDENTIAL] is built around accountability, urgency, teamwork, and long-term relationships.

We are looking for a CFO who fits a hands‑on, operational environment; someone who is just as comfortable in executive strategy meetings as they are digging into operational issues with department leaders.

The right person for this role is:

• Operationally minded
• Highly accountable
• Self‑motivated
• Direct and solutions‑oriented
• Comfortable in a fast‑moving environment
• Able to build systems while supporting continued growth

Position Summary

• The Chief Financial Officer (CFO) will oversee the financial leadership and strategic direction of [CONFIDENTIAL] and related real estate entities.
• This role serves as a key strategic partner to the CEO, President, Board of Directors, and senior leadership team. The CFO will lead all accounting, financial reporting, forecasting, budgeting, banking relationships, treasury management, insurance oversight, and operational financial analysis across multiple business units.
• This is not a purely administrative finance role. We are looking for a business‑minded CFO who understands operations, profitability, growth, and accountability.
• The ideal candidate will have experience leading finance functions within logistics, transportation, warehousing, manufacturing, real estate, or similarly operational industries.

Essential Duties & Responsibilities

Executive Financial Leadership

• Serve as a strategic advisor to ownership and senior leadership.
• Help guide long‑term company growth, profitability, and operational strategy.
• Support strategic initiatives, including acquisitions, facility expansions, operational investments, and capital planning.
• Assist leadership with evaluating business opportunities, operational efficiencies, and growth initiatives.

Accounting & Financial Management

• Oversee all accounting and finance operations across multiple business entities.
• Direct accounting, treasury, budgeting, forecasting, audit, tax, and reporting functions.
• Ensure accurate and timely monthly, quarterly, and annual financial reporting.
• Maintain strong internal controls and financial processes.
• Oversee the preparation of financial statements, tax reporting, banking requirements, and compliance reporting.

FP&A / Operational Analysis

• Build and lead FP&A processes, budgeting systems, quarterly forecasting, and operational financial reporting.
• Develop KPIs and reporting tools that improve visibility and decision‑making across the organization.
• Analyze operational profitability, including trucking operations, warehousing performance, customer profitability, labor efficiency, and capital utilization.
• Monitor financial performance against forecasts and budgets while recommending corrective actions when needed.

Banking, Cash Flow & Risk Management

• Manage banking relationships, lines of credit, treasury functions, and cash flow planning.
• Assist with capital financing strategies to support company growth.
• Oversee insurance relationships, claims coordination, and risk management initiatives.
• Support long‑term capital allocation planning and investment strategies.

Leadership & Team Development

• Lead and develop the accounting and finance team.
• Establish accountability, urgency, and operational discipline throughout the department.
• Partner closely with operational leaders across trucking, warehousing, maintenance, HR, and real estate divisions.
• Continue building scalable financial infrastructure to support future growth.

Mergers & Acquisitions

• Support acquisition analysis, due diligence, financial integration, and post‑acquisition reporting.
• Assist leadership with strategic planning and expansion opportunities.
• Help build financial systems capable of supporting rapid organizational growth.

Additional Responsibilities

• Participate in executive leadership meetings and strategic planning initiatives.
• Present financial reporting and analysis to ownership and leadership teams.
• Perform additional duties as assigned.

Requirements

Education & Experience

• Bachelor’s Degree in Accounting, Finance, Business, or related field required.
• MBA, CPA, or CMA designation preferred.
• 10+ years of progressive financial leadership experience required.
• Previous experience as a CFO, Controller, VP of Finance, or senior financial leader preferred.
• Experience in logistics, transportation, trucking, warehousing, manufacturing, construction, distribution, or similar operational industries strongly preferred.
• Experience with family‑owned businesses, private equity‑backed organizations, or multi‑entity operations is a plus.
• Real estate accounting or operational finance experience is preferred.

Required Skills & Abilities

• Strong understanding of GAAP accounting principles and financial reporting.
• Strong operational finance and business analysis capabilities.
• Experience managing budgeting, forecasting, cash flow, treasury, and banking relationships.
• Ability to build scalable financial systems and reporting processes.
• Strong leadership, communication, and organizational skills.
• High attention to detail with strong analytical and problem‑solving abilities.
• Ability to operate strategically while remaining hands‑on operationally.
• Strong interpersonal skills with the ability to work across all levels of the organization.
• Advanced Microsoft Excel and financial systems proficiency.

Physical Requirements

• Prolonged periods sitting and working at a computer.
• Ability to occasionally lift up to 15 pounds.
• Occasional travel between company facilities may be required.

Compensation & Benefits

• Base Salary: $225,000 – $250,000 (commensurate with experience)
• Additional Bonus Potential
• Medical, Dental, and Vision Insurance
• 401(k) Plan
• Paid Time Off & Paid Holidays
• Voluntary Life/AD&D Insurance
• Casual Business Environment
• Long‑Term Growth Opportunity