CFO

JOB TITLE: VP Finance/Sr Controller DEPARTMENT: Finance REPORTS TO: President

FLSA: E

DATE WRITTEN: 9/18/2026

POSITION SUMMARY

Serves as the senior financial leader and chief accounting officer for the organization. Reporting directly to the President/Ownership, this hands-on role bridges strategic financial leadership with rigorous daily accounting execution. The individual will oversee long-term capital strategy, bank relationships, and financial forecasting while indirectly supervising A/P, A/R, inventory accounting, monthly close procedures, and financial reporting.

MAJOR DUTIES AND RESPONSIBILITIES

Executive Strategy & Ownership Advisory: Serve as a core member of the executive leadership team, shaping overall corporate strategy, expansion models, and business transformations. Advise ownership on capital allocation, dividend/distribution strategies, and long-term liquidity events or succession plans. Strategic Planning, Ownership Advisory & Capital Management: Partner with ownership on multi-year growth strategies, tax planning, profit distribution models, and long-term capital allocation. Maintain and enhance the dynamic cash flow model to optimize liquidity, working capital, and debt structures. Lead external relationships, serving as the primary liaison for banking partners, external auditors, lending institution audits, inventory appraisals, and insurance companies. Financial Reporting & Operational Cost Analysis: Direct all monthly, quarterly, and annual financial reporting, managing the complete month-end close process. Track, analyze, and report on monthly sales, margins, Cost of Goods Sold (COGS), and operating expenses. Investigate, research, and resolve monthly and annual inventory variances. Prepare and deliver financial reporting packages for executive leadership & banking partners. Asset based lending experience a plus. Accounting Operations, Budgeting & Compliance: Supervise and direct the daily operations of Accounts Payable (A/P), Accounts Receivable (A/R), and general accounting staff. Reconcile and report monthly AR; manage and process royalties, sales commissions, and vendor chargebacks. Lead the annual budgeting process, maintain the monthly budget, and perform periodic budget-to-actual variance reviews. Design, implement, and maintain internal controls, compliance policies, and local, state, and federal tax compliance. Team Leadership & Process Modernization: Set standards for department work quality, driving a service-oriented approach across the organization. Evaluate and modernize accounting systems, workflows, and ERP capabilities to automate processes and boost efficiency.

MINIMUM JOB REQUIREMENTS

Experience: 10+ years of progressive financial and accounting leadership, combining strategic oversight with hands-on controller-level execution (prior experience in a family-owned or privately held business strongly preferred). Education & Certifications: Bachelor’s degree in Accounting or Finance required; active CPA or MBA strongly preferred. Interpersonal Fit: Strong diplomatic and communication skills to effectively navigate family business dynamics, mentor staff, and communicate clearly with non-financial stakeholders. #J-18808-Ljbffr The Hire