Vice President of Finance

Vice President of FinanceThe Company is a high-growth, entrepreneurial organization in the branded merchandise, kitting/fulfillment, and eCommerce space. With a strong reputation for creativity, executional excellence, and long-standing client partnerships, the company is driven by a sales-first culture, operational rigor, and a commitment to continuous improvement. We are now seeking a strategic and hands-on Vice President of Finance to lead financial operations and partner closely with executive leadership to support continued growth and scalability. This individual will serve as a trusted advisor to the executive team, translating financial data into clear insights, the "why" behind the numbers, that drive confident decision-making, operational discipline, and long-term strategy. The ideal candidate is a seasoned finance leader who brings both strategic vision and operational depth. They must be comfortable operating at a high level while also understanding the "nitty-gritty" of accounting, cash management, and commission/comp structures. Genuine executive presence with a commission-based sales team (respecting sales as the engine of the business, not a cost to control) is essential. Experience with nonstandard sales comp/commission plans and a conservative, cash-disciplined approach to treasury are strongly preferred.I. Scope of the PositionThe Vice President of Finance leads and oversees all finance operations, including accounting, treasury, tax, risk management, warehouse/operations finance, and compliance. This role balances strategic financial leadership with hands-on operational oversight to ensure accuracy, compliance, scalability, and alignment with company objectives. Reporting directly to the CEO, the Vice President of Finance partners cross-functionally with Sales, Warehouse/Operations, HR, and eCommerce to align financial structures with revenue strategy and day-to-day execution. The role also oversees treasury, payroll, financial coordination, and compliance. As the organization continues to grow, this leader will build processes, strengthen systems, and develop talent, while working alongside the current finance leader during a transition period before assuming full ownership of the function.II. Experience and Qualifications10+ years of progressive finance or accounting experience, with at least 5 years in a senior leadership role (CFO, VP Finance, or Controller)Demonstrated success supporting budgeting, forecasting, long-term financial planning, and executive-level reportingStrong treasury management expertise, including cash flow planning and a conservative, cash-disciplined approach to liquidityExperience managing commission and bonus calculations and reporting for a commission-based sales team; nonstandard or complex comp plan experience a strong plusProven experience overseeing payroll operations and multi-state tax/nexus complianceDeep experience implementing and optimizing financial systems (QuickBooks, ERP platforms, Excel/Power Query) within a growing technology stackStrong understanding of billing structures, invoicing processes, AR/AP oversight, and revenue alignmentIndustry experience in promotional products, branded merchandise, or an adjacent sector with similar dynamics (e.g., beverage, hospitality; rebates, credit memos) a plusM&A experience, including due diligence and post-acquisition integration, a plus but not requiredBachelor's degree in Finance, Accounting, Business Administration, or related field; CPA or MBA preferredIII. Key ResponsibilitiesFinancial Management, Collaboration & OversightOversee all finance operations, including accounting, AR/AP, treasury, and liquidity managementMaintain executive oversight of invoicing, customer billing structures, and vendor payments to ensure strong cash disciplineSupport month-end and quarterly close processes with appropriate controls and visibilityPartner cross-functionally to ensure financial alignment with sales strategy, commission/bonus structures, and operational executionManage relationships with the external CPA firm, board of directors, valuation company, attorneys, and insurance providersFinancial Planning, Analysis & StrategyPartner with executive leadership to lead annual budgeting, rolling forecasts, and long-range financial planningDevelop and refine financial models, reporting dashboards, and forecasting systems to support growthProvide regular performance updates and strategic insights to executive leadership, translating data into the clear "why" behind the numbersSupport M&A evaluation and integration efforts as opportunities ariseIdentify and drive financial and operational improvement opportunitiesPayroll & ComplianceOversee payroll operations, ensuring accurate and timely processingEnsure compliance with multi-state sales tax filings, nexus tracking, and 1099/audit requirementsOversee 401(k) compliance and reportingMaintain transparency and governance across all financial operationsTeam Leadership & DevelopmentLead the accounting, warehouse, and operations teams to ensure accountability, alignment, and performanceBuild, coach, and develop a high-performing finance team, with a focus on professional growthStandardize roles, responsibilities, and processes to improve efficiency and accountabilityFoster a culture of transparency, collaboration, and operational excellenceContribute meaningfully to company culture and help advance it forwardSystems, Process Improvements & TechnologyEvaluate, select, and implement scalable finance and accounting systemsOptimize QuickBooks, tax automation (e.g., Avalara), payroll, budgeting, and forecasting toolsLeverage financial API/AI integrations to enhance reporting quality and operational efficiencyDrive continuous innovation in financial processes and infrastructure, including warehouse/inventory financial controlsIV. Ideal Competencies and BehaviorsThe next Vice President of Finance should demonstrate:Strategic & Operational Balance - Able to think long-term while understanding operational detailCalm, Decision-Enabling Presence - Explains the "why" behind the data rather than reacting with alarm; a steady presence the organization can rely onExecutive Presence with Sales - Respects and is approachable to a commission-based sales team; understands comp plans and is willing to engage directly with AEsFinancial Acumen - Deep command of treasury, cash management, compliance, and billing structuresConservative Financial Discipline - Maintains a deliberate, risk-aware approach to cash and treasury managementCollaboration - Works effectively across departments and builds strong executive partnershipsLeadership & Accountability - Builds high-performing teams and models integrity, transparency, and professional growthIndustry Insight - Understands the nuances and financial dynamics of the promotional products or adjacent industriesBenefitsThe Company offers a competitive compensation and benefits package including:Base salary in the $150,000 to $175,000 range plus performance-based bonusComprehensive medical, dental, and vision benefits401(k) with employer matchPaid time off and paid holidaysAdditional performance and team-based incentivesVI. How to ApplyThe Workplace Advisors is facilitating this confidential search process and will begin accepting applications immediately. Applications will be reviewed on a rolling basis. Interested candidates should submit:A current resumeA cover letter detailing leadership experience and strategic accomplishmentsTwo to three professional referencesAll inquiries relating about this search should be directed to Lisa Ritchie, The Workplace Advisors: View email address on click.appcast.io . Please note, all applicants for this position will be kept strictly confidential by The Workplace Advisors.