About The Oakdale Company
The Oakdale Company is a private investment company that acquires and operates owner-operated American businesses in the $5M–$25M revenue range — primarily in manufacturing, technology, and domestically-produced exports.
We are different from private equity in a way that matters for the person who takes this job: we invest our own capital. We have no outside investors, no fund clock, and no pressure to flip companies for a return on a five-year cycle. That means we make decisions on the timeline that is right for each business — investing in modernization, technology, and growth without sacrificing the culture, customers, and operational foundations the original owners spent decades building. Our mission is stewardship: preserving legacies while driving sustainable growth for decades to come.
We are at the beginning of a deliberate build. Our first portfolio company is a domestic OEM in industrial manufacturing, and we have a defined roadmap to grow the portfolio to $100M in revenue in the coming years through additional diversified acquisitions. Every system, standard, and playbook we install at the first company is the operating template for the next four or five acquisitions.
The Opportunity
This is a ground-floor role. The Senior Manager, Finance will be one of the founding members of The Oakdale Company team and the architect of our shared services finance function. You are not inheriting a finance organization — you are building one.
We are looking for someone early in their career who is hungry, dynamic and can punch above their weight. Someone who wants the scope of a Head of Finance in five years and is willing to do the hands-on work to earn it now. The role begins operational and tactical because we believe shared services done from a distance never works — you have to understand how each operating company actually runs day-to-day. As Oakdale acquires additional companies, this seat scales with the portfolio: more entities, a growing team beneath you, broader strategic mandate. The path forward is explicit — Senior Manager today, Director of Finance as the portfolio crosses multiple companies, and a clear runway to a Head of Finance seat at a meaningfully larger Oakdale in three to five years. Without changing employers.
If you want to build, modernize, and own outcomes — not file reports and wait for promotion cycles — this is your seat.
Position Summary
The Senior Manager, Finance owns and operates the holding-company finance function end-to-end across the Oakdale portfolio. You will run the books, see around corners on cash, control spend, and translate the numbers into clear direction for both the operating CEOs of our portfolio companies and the CEO of The Oakdale Company.
Your scope spans accounting, treasury, FP&A, payroll, and strategic vendor management — performed centrally at the HoldCo and consumed by each operating company through a shared-services model. The role is deliberately hands-on at the start so you can build standards from real operational understanding, and deliberately built to scale as The Oakdale Company grows.
Key Responsibilities
Accounting & Controllership
- Own the general ledger, monthly close, account reconciliations, and the integrity of the books for each portfolio entity.
- Produce timely, accurate financial statements (P&L, balance sheet, cash flow) at both the entity and consolidated holding-company level.
- Maintain a clean chart of accounts and consistent accounting policies across all portfolio companies, including intercompany transactions and shared-services cost allocation.
Treasury & Cash Flow Management
- Build and maintain a rolling 13-week cash flow forecast that nets expected receivables against scheduled payables across the portfolio.
- Manage liquidity and the timing of inflows and outflows so each business can fund operations, cover obligations, and reinvest for growth.
- Brief the CEO on cash position, forecast variances, and any liquidity risks before they become urgent.
Accounts Receivable (Oversight)
- Direct and develop the Accounts Receivable Specialist (Remote Hire), who performs invoicing, dunning, collections, and cash application.
- Own AR outcomes — days sales outstanding (DSO), aging, and collections effectiveness — and set credit terms and collections strategy.
Accounts Payable
- Directly manage the full AP cycle: vendor bills, approval workflow, and disciplined payment runs.
- Optimize payment timing and vendor terms to protect cash without straining key supplier relationships.
Payroll & HR
- Run weekly payroll for all portfolio companies.
- Ensure payroll tax filings, deductions, and related compliance are accurate and on time across jurisdictions.
- Be the first line of defense on HR related issues with portfolio companies across, insurance policy management, employee onboarding/offboarding and HR benefits.
Vendor Negotiations & Cost Reduction
- Serve as the senior point of escalation on vendor negotiations — pricing, terms, RFPs, and alternative-sourcing analyses to lower landed cost. You will guide the on-site Senior Project & Inventory Manager on how to reduce cost with vendors.
- Consolidate spend, qualify alternative suppliers, and turn one-off savings projects into a standing cost-down discipline.
- Partner with the Senior Project & Inventory Managers at each operating company, who own day-to-day purchasing, POs, and inventory operations.
Financial Planning, Analysis & Executive Reporting
- Build budgets and forecasts; track performance against them and explain the variances.
- Develop a concise CEO-facing reporting package and KPI dashboard covering receivables vs. payables, margin, cash, and growth indicators.
- Serve as the HoldCo CEO's financial right hand while providing equivalent support to the operating CEO — including analysis and recommendations on pricing, spending, investment, and growth decisions.
QualificationsRequired
- Experience: 5+ years of progressively responsible finance and accounting experience, with demonstrated ownership of a major function (controllership, FP&A, multi-entity close, etc.) — or a clear, concrete case for readiness to take that ownership now.
- Industry: Exposure to manufacturing, industrial, distribution, or capital-equipment businesses — comfort with inventory valuations, COGS, and a production environment.
- Cash & FP&A: Proven command of cash flow forecasting, budgeting, and management reporting — not just historical bookkeeping.
- Systems: Strong ERP and accounting-software fluency (e.g., Fishbowl, QuickBooks, NetSuite, or similar) and advanced Excel modeling.
- Vendor Negotiation: Practical experience negotiating with vendors and managing PO workflows.
- Education: Bachelor's degree in Accounting, Finance, Economics, or a related field.
Preferred
- CPA or CMA — completed or in progress.
- Either direct multi-entity experience (intercompany, consolidation) or strong fundamentals that translate quickly to it.
- Experience inside a private-equity-backed, family-office, or holding-company / multi-portfolio structure.
- Experience standing up or professionalizing a finance function from the ground floor.
- Comfort with modern finance tooling — FP&A platforms, AP automation, AI-assisted analysis. Oakdale leans into technology and operational innovation, and we expect finance to as well.
- Familiarity with capital-equipment, aftermarket / spare-parts, or industrial-OEM business models.
- Hands-on experience running payroll and managing the associated tax and compliance; multi-entity preferred.
Personal Mindset Traits Required
- Owner's mindset — treats the company's cash as if it were their own.
- Hungry for scope and growth. Energized by an undefined org chart, not paralyzed by one.
- Clear communicator who can turn numbers into decisions a CEO can act on.
- Detail-oriented and controls-minded, but commercially pragmatic.
- Builder's instinct — gets satisfaction from constructing the function and the team, not just running it.
- Tech-forward — sees AI and automation as leverage.
- Organized and disciplined — never loses track of multiple projects at a time, or a dime.
- Calm under deadline pressure on builds and customer commitments; bias to action.
- Team player - works cross-functionally while also holding people accountable for performance and owning their own performance.
Pay: $80,000.00 - $115,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Relocation assistance
- Vision insurance
Experience:
- Finance: 5 years (Required)
- Microsoft Excel: 5 years (Required)
Work Location: In person
