Finance Director (Part-Time)

Circle Beverage•Indianapolis, IN

3d•Onsite

About The Position

As the Director of Finance, you will be the strategic financial architect and systems lead for our 50-person beverage manufacturing firm. This role is built for a "high-leverage" leader who uses AI and a modern tech stack to maintain lean, world-class operations. You will own the "Commercial" side of the business, drive factory-floor cost reductions, oversee our HR/Payroll infrastructure via our PEO, and manage the long-term Capital Expenditure (CapEx) strategy to fuel our expansion. A core expectation of this role is leading our vertical integration strategy. This includes the financial modeling, due diligence, and operational integration of future acquisitions or start-up entities, such as a 3PL, packaging brokerage, and other complementary supply chain services. You will manage our outsourced bookkeeping service as a high-performing "Department of One," serving as the final word on the company’s financial health, human capital costs, and commercial risk.

Requirements

8+ years in finance leadership, specifically within Manufacturing (CPG/Beverage highly preferred).
Demonstrated experience in financial modeling for acquisitions and integrating new business units or services.
Advanced proficiency in Cin7 Core, QuickBooks Online, Bill.com, and Ramp.
Experience managing an outsourced HR/Payroll provider.
Proven ability to build financial models for equipment ROI and manage multi-stage capital projects.
Demonstrated ability to use AI tools to handle high-volume data analysis and administrative tasks.
Bachelor’s degree in Finance, Accounting, or Engineering.
Experience with ERP/Accounting systems consolidation.
Experience with managing corporate outlays.
Experience with AI-driven tools for reporting and forecasting.
Experience with managing cash flow, line of credit utilization, and credit card strategy.
Experience with Budget vs. Actual (BVA) reporting.
Experience with PEO relationship management.
Experience with client negotiations, LOIs, and LTAs.
Experience with client pricing decisions and contract renewals.
Experience with company contract signatory power and legal counsel liaison.
Experience with updating manufacturing cost standards.
Experience with cost reduction projects.
Experience with bank covenant reporting.
Experience with annual financial statement reviews.
Experience with tax and insurance obligations.
Experience with payroll review and submission.
Experience with invoice review and approval.
Experience with A/P approval.
Experience with past-due A/R escalation.
Experience attending L10 meetings and reporting on Finance metrics.
Experience with liquidity management.
Experience establishing procurement hierarchies.
Experience overseeing monthly financial close process.
Experience overseeing monthly forecasting process.
Experience with pricing review and sign-off.
Experience with quarterly bank covenant reporting.
Experience with commission reporting.
Experience with CapEx budget vs. actual assessment.
Experience executing quarterly cost reduction projects.
Experience identifying and implementing growth plans for the Finance function.
Experience supporting CEO on strategic growth opportunities.
Experience overseeing insurance renewal process.
Experience overseeing assurance process.
Experience assessing CPA firms.
Experience establishing annual CapEx budget.
Experience executing annual compensation review process.

Nice To Haves

MBA or CPA is a plus.

Responsibilities

Lead the financial execution of the company’s vertical integration strategy, evaluating the "make vs. buy" viability of adding a 3PL, packaging brokerage, and other services.
Perform financial due diligence on potential acquisitions to ensure deal integrity and alignment with long-term growth goals.
Lead the operational and financial integration of new entities, ensuring systems (ERP/Accounting) are consolidated and "Day 1" readiness is achieved.
Measure and report on the actual value realization and cost-savings achieved through integrated supply chain services.
Own the integration between Cin7 Core (Inventory/Production) and QuickBooks Online (General Ledger), ensuring data integrity and precise inventory valuations.
Manage the company’s spend culture via Ramp and Bill.com, serving as the final approver for all corporate outlays.
Implement AI-driven tools to automate routine reporting, enhance forecasting, and streamline document review.
Lead the strategy and implementation if a migration to a new ERP (e.g., NetSuite) is deemed necessary to support a multi-entity structure.
Own the Capital Expenditure process, building business cases for new equipment/infrastructure, managing the CapEx budget, and tracking the ROI of all major investments.
Lead monthly revenue forecast meetings and maintain the master forecast, reflecting real-time client margins and production capacity across all entities.
Proactively manage cash flow, line of credit utilization, and credit card strategy to maximize working capital.
Own weekly Budget vs. Actual (BVA) reporting and partner with department heads to address variances and optimize departmental spend.
Serve as the primary point of contact for our PEO (HR & Payroll provider), overseeing payroll accuracy, benefits administration strategy, and HR compliance.
Partner with the CEO and SLT on the annual compensation review process.
Act as the "business-level" filter for all client negotiations, owning the template and approval process for LOIs and LTAs.
Serve as the final approver on all client pricing decisions, conducting annual contract renewals and adjusting pricing to offset COGS volatility.
Act as the primary signatory for company contracts and the main point of contact for outside legal counsel.
Update manufacturing cost standards annually (labor, overhead, and yield) using ERP-driven data.
Identify and execute 5+ significant cost-reduction projects annually (e.g., freight, RFPs, waste reduction).
Manage bank covenant reporting, the annual financial statement review with the external CPA, and all tax/insurance obligations.
Review and submit payroll.
Review and sign off on invoices.
Approve A/P before payment.
Attend weekly L10 meeting and report on Finance metrics, projects, issues.
Manage liquidity.
Establish a procurement hierarchy with Finance Director sign-off on large purchases.
Oversee the monthly financial close process, review/sign off on financials, and provide a brief analysis.
Oversee the monthly forecasting process with sales.
Review and sign off on pricing for new contracts.
Perform quarterly bank covenant reporting.
Perform commission reporting for the sales team.
Assess CapEx budget vs. actual and calibrate with the operations team.
Execute quarterly cost reduction projects.
Identify growth plans for the company's Finance function and implement as projects.
Support the CEO on assessing and implementing strategic growth opportunities.
Oversee the insurance renewal process.
Oversee the assurance process for the company.
Assess the CPA firm used for Tax & Assurance.
Establish the CapEx budget for the coming year.
Execute the annual compensation review process for the company.