The 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 Position
The 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 Qualifications
The company seeks a candidate who possesses:
10+ 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 reporting
Strong understanding of billing structures, invoicing processes, AR/AP oversight, and revenue alignment
Industry experience in promotional products, branded merchandise, or an adjacent sector with similar dynamics (e.g., beverage, hospitality; rebates, credit memos) a plus
Bachelor's degree in Finance, Accounting, Business Administration, or related field; CPA or MBA preferred
III. Key Responsibilities
Financial Management, Collaboration & Oversight
Oversee all finance operations, including accounting, AR/AP, treasury, and liquidity management
Manage relationships with the external CPA firm, board of directors, valuation company, attorneys, and insurance providers
Financial Planning, Analysis & Strategy
Payroll & Compliance
Team Leadership & Development
Lead the accounting, warehouse, and operations teams to ensure accountability, alignment, and performance
Systems, Process Improvements & Technology
Optimize QuickBooks, tax automation (e.g., Avalara), payroll, budgeting, and forecasting tools
IV. Ideal Competencies and Behaviors
The next Vice President of Finance should demonstrate:
Strategic & Operational Balance - Able to think long-term while understanding operational detail
Calm, Decision-Enabling Presence - Explains the "why" behind the data rather than reacting with alarm; a steady presence the organization can rely on
Executive Presence with Sales - Respects and is approachable to a commission-based sales team; understands comp plans and is willing to engage directly with AEs
Financial Acumen - Deep command of treasury, cash management, compliance, and billing structures
Conservative Financial Discipline - Maintains a deliberate, risk-aware approach to cash and treasury management
Collaboration - Works effectively across departments and builds strong executive partnerships
Leadership & Accountability - Builds high-performing teams and models integrity, transparency, and professional growth
Industry Insight - Understands the nuances and financial dynamics of the promotional products or adjacent industries
V. Compensation and Benefits
The Company offers a competitive compensation and benefits package including:
Base salary in the $150,000 to $175,000 range plus performance-based bonus
Comprehensive medical, dental, and vision benefits
401(k) with employer match
Paid time off and paid holidays
Additional performance and team-based incentives
VI. How to Apply
The 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:
All inquiries relating about this search should be directed to Lisa Ritchie, The Workplace Advisors:
[email protected].
Please note, all applicants for this position will be kept strictly confidential by The Workplace Advisors.
