This position is responsible for overseeing the financial strategy, planning, and financial operations of the company. This leader role provides strategic leadership to ensure financial health, profitability, compliance, and long-term growth, while serving as a key advisor to the President and leadership team.
Financial Strategy & Leadership
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Develop and execute the company’s financial strategy aligned with business objectives
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Oversee budgeting, forecasting, and financial planning processes
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Provide financial insights and recommendations to executive leadership and ownership
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Drive financial decision-making for growth initiatives, fleet acquisitions, and capital investments
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Monitor financial KPIs, including cost per mile, fuel efficiency, revenue per load, and operational margins
Financial Management & Reporting
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Oversee accounting, budgeting, forecasting, and financial reporting functions
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Ensure accurate and timely preparation of financial statements and management reports
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Monitor cash flow, working capital, and liquidity
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Establish and maintain internal controls and financial policies
Compliance & Risk Management
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Ensure compliance with all federal, state, and local financial regulations
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Oversee tax planning, filings, audits, and regulatory reporting
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Identify financial risks and implement mitigation strategies
Operational & Performance Management
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Analyze financial performance and key metrics to support decision-making
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Partner with operations and department leaders to improve profitability and efficiency
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Oversee pricing, cost control, and margin management
Leadership & Team Development
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Serve as a strategic advisor to the President/Owner and executive team
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Lead and develop the finance and accounting team
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Establish performance goals and ensure professional development within the department
Stakeholder & External Relationships
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Manage relationships with banks, lenders, auditors, and financial partners
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Support financing, debt management, and investment activities
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Bachelor’s degree in Finance, Accounting, Business Administration, or related field
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CPA, CFA, or MBA preferred
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8+ years of progressive financial leadership experience
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Proven experience in financial strategy, budgeting, and reporting
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Strong knowledge of accounting principles, tax, and regulatory requirements
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Strategic thinking and business acumen
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Strong analytical and problem-solving skills
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Excellent leadership and communication abilities
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High level of integrity and confidentiality
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Ability to work effectively with executive leadership and board members
Performance Expectations
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Achieve financial targets and profitability goals
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Maintain accurate financial records and reporting
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Optimize cost structure and cash flow
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Support operational efficiency and strategic growth initiatives
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Ensure regulatory compliance across financial and operational areas
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