Key Responsibilities
1. Strategic Financial Leadership
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Develop and execute financial strategies aligned with the company’s growth objectives.
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Partner with the CEO and ownership to drive profitability, expansion, and operational efficiency.
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Provide financial modeling and scenario planning for new markets, acquisitions, and product lines.
2. Financial Planning & Analysis (FP&A)
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Lead annual budgeting, forecasting, and long-range financial planning.
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Monitor KPIs including gross margin, inventory turnover, working capital, and cash flow.
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Deliver timely and accurate financial reporting to executive leadership and owners.
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Analyze distribution cost structures (logistics, warehousing, transportation).
3. Accounting & Controls
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Oversee accounting operations, including general ledger, AR/AP, payroll, and inventory accounting.
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Ensure compliance with GAAP and relevant regulatory requirements.
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Implement and maintain strong internal controls and risk management processes.
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Manage external audits and tax filings.
4. Cash Flow & Working Capital Management
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Optimize cash flow, credit lines, and banking relationships.
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Manage inventory financing and supplier payment terms.
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Oversee credit policies and customer risk management.
5. Operations & Supply Chain Finance
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Collaborate with operations and supply chain teams to improve cost efficiency.
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Evaluate warehouse investments, fleet management, and distribution center performance.
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Analyze pricing strategies and margin optimization.
6. Family Governance & Communication
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Provide clear financial reporting to family shareholders.
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Support family board meetings with financial insights and strategic recommendations.
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Balance reinvestment strategies with dividend expectations.
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Maintain confidentiality and professionalism in family matters.
7. Risk Management & Compliance
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Oversee insurance, legal compliance, and enterprise risk management.
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Assess economic risks, supplier concentration, and market fluctuations.
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Ensure compliance with tax regulations and industry-specific requirements.
Reporting Structure
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Reports to: CEO / President
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Direct Reports: Finance Manager, Accounting Staff, IT (if applicable)
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Works closely with: Operations, Sales, Supply Chain, Family Ownership Group
Success Metrics
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Improved cash flow and working capital efficiency
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Accurate and timely financial reporting
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Margin expansion and cost control
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Successful execution of growth initiatives
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Strong governance and trust with family stakeholders
Requirements
Qualifications
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Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).
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10+ years of progressive financial leadership experience, preferably in distribution, wholesale, or supply chain industries.
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Experience in a family-owned or privately held business environment preferred.
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Strong knowledge of inventory management, ERP systems, and distribution metrics.
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Proven ability to lead teams and influence cross-functional stakeholders.
Key Competencies
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Strategic thinking with operational execution capability
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High integrity and discretion
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Strong analytical and financial modeling skills
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Excellent communication and interpersonal skills
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Ability to navigate family dynamics professionally
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Hands-on leadership style
Benefits
401k and Health Benefits
