Key Responsibilities: FINANCE / ACCOUNTING: Oversee the finance, planning, and cash flow management functions of the business, partnering closely with the Controller, who owns day-to-day accounting execution and close processes. Partner with the Controller on the preparation and integrity of all financial statements, including income statements, balance sheets, cash flow statements, lender reports, and tax filings. Prepare for and oversee financial reviews, audits, and lender requirements of company financial statements. Own the company’s planning, forecasting, and cash flow forecasting function, including annual budgets, rolling 24-month forecasts, and three-year business plans. Lead monthly and quarterly financial reviews with business leaders, providing clear analysis and insight by comparing actual performance to plan; manage re-forecasts and adjustments to future projections and budgets. Own short- and long-term cash flow forecasting, liquidity planning, and working capital management. Oversee inventory planning and forecasting to ensure alignment with sales demand, margin targets, and cash flow objectives while maintaining healthy inventory levels; recommend improvements to planning methods and tools. LEADERSHIP & COMMUNICATION Provide regular, structured financial updates to the CEO and Founder, translating results into implications and actions. Seek to understand long-range economic trends and project their impact on future growth in sales and profitability. Partner with department leaders to monitor performance and make recommendations for improvements in people, process, and technology. Create and reinforce a culture of disciplined financial management that balances growth investment with spending accountability. Lead cost management and efficiency initiatives aligned to strategic priorities. BUSINESS STRUCTURE / TAX / FINANCING Assess and recommend optimal entity structures for existing business activities and anticipated future investments or needs, managing any changes through execution. Lead the evolution of the company’s tax strategy, including onboarding and management of external tax advisors, to support growth and minimize tax burden. Manage any lender relationships, including covenant management, reporting, and securing new financing as needs evolve. REAL ESTATE Oversee financial management and performance tracking of corporate-owned real estate investments. Lead financial diligence and analysis of future acquisitions, including returns, tax implications, and entity structuring. Review and approve financial terms of leases in partnership with internal stakeholders and external counsel. LEGAL/CONTRACTS/NEGOTIATION Manage external legal counsel, overseeing scope, prioritization, and tracking against deliverables. Provide financial and commercial guidance on contract terms and support negotiations with key vendors. Lead enterprise-level risk identification and mitigation through diligence, controls, and governance. Align with business leaders on business terms for each contract and provide guidance on negotiation or support as needed. Ensure appropriate oversight of contract records, key dates, and obligations in partnership with internal teams. INSURANCE Manage all insurance policies and ensure coverage remains appropriate as the business scales. Identify and assess operational and financial risks, partnering with leadership to implement effective prevention strategies. SYSTEMS, DATA & TECHNOLOGY Serve as executive owner of the company’s financial and enterprise systems strategy, ensuring systems support scale, visibility, and disciplined decision-making. Own executive accountability for the ERP platform (NetSuite experience preferred), including governance, reporting architecture, and scalability. Partner with Systems & Integrations leadership and functional owners to align systems priorities with business strategy. Ensure data integrity and a single source of truth across finance, planning, inventory, and operations. Oversee controls, access, auditability, and compliance within financial and operational systems.
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Job Type
Full-time
Career Level
Executive
Number of Employees
101-250 employees