Finance Manager (Financial Planning/Analysis)

Job Description
Job Description
Reports To:
The Chief Executive Officer
Manages:
Finance, Information Technology, and HR Department oversight

Position Summary

The Chief Financial Officer (CFO) is responsible for directing the corporation’s fiscal functions in accordance with GAAP, regulatory guidance, and industry best practices. The CFO oversees treasury management, budgeting, financial reporting, information technology, and compliance. Acting as a strategic business partner, the CFO provides financial insight to support decision-making, risk management, and long-term planning while collaborating with senior leadership and the Board.

Work Environment & Position Details

Full-time, 40 hours/week, Monday–Friday, with flexibility based on departmental needs.
Primarily office environment with occasional exposure to warehouse or field conditions.
No travel required.
Must maintain a professional and organized workspace for in-person or virtual meetings.

Roles & Responsibilities

Strategic Planning & Management
Serve as a strategic partner in evaluating and managing the company’s financial performance, aligning financial objectives with growth strategies. Develop and implement policies, processes, and performance metrics to improve operational efficiency and profitability. Provide financial analysis and recommendations for business initiatives, sales/marketing plans, pricing projects & models, and potential mergers/acquisitions.

Collaborate with HR and senior leadership on workforce planning, compensation strategy, and organizational effectiveness. Financial Analysis, Budgeting & Forecasting
Lead financial planning and analysis, developing short- and long-term budgets, forecasts, and projections. Utilize forward-looking and activity-based models to inform operational decisions. Maintain and monitor operating and capital budgets, profit and loss by product, branch, or cost center. Manage short- and long-term cash flow planning, capital, facilities, and staff requirements.

Financial Management
Coordinate with Operations/PMs to optimize GP% on Projects
Optimize cash, investments, working capital, and banking relationships. Identify and evaluate investment opportunities and financial risk. Oversee financial compliance, reporting, and controls. Accounting & Operations
Oversee accounting systems, software, and processes to ensure accuracy and GAAP compliance. Coordinate with the Finance Team to achieve team goals, monitor internal controls, and ensure timely financial reporting. Approve financial statements for Board of Directors review.

Ensure compliance with tax, legal, audit, and regulatory requirements. Legal & Compliance Oversight
Review contracts, manage legal relationships, and oversee corporate legal matters, including budgeting for legal services. Ensure company-wide compliance across financial, legal, and HR functions.

Reporting & Meetings
Monthly: Financial statements, variance analysis, balanced scorecards, cash flow forecasts, departmental reporting
Weekly: Finance department meetings, L10 meetings
Monthly/Quarterly: Board updates, management meetings, quarterly offsite planning

Required Skills & Attributes
Financial management, business acumen, strategic thinking
Leadership, performance management, communication proficiency
Problem-solving, analytical reasoning, technical expertise
Personal credibility, ethical conduct, executive presence
Minimum Qualifications:
Bachelor’s degree in accounting, Finance, or related field, or 10+ years of equivalent experience
CPA certification
Strong organizational and time management skills

Preferred Qualifications

~ MBA or advanced degree
~ CCIFP or CMA
~ Minimum 5 years’ experience as CFO in a $50–100M+ organization
~10+ years’ accounting or finance experience
Compensation & Benefits:

Pay Rate
: Based on experience and expertise.

Health Coverage

Company paid comprehensive medical, dental, and vision benefits for the employee with buy-up options available. Eligibility for coverage begins on day 45 of employment.
Flexible Spending Account (FSA):
Employer contribution to FSA to help cover healthcare expenses.

Retirement Plan

401(k) with up to 4% employer match
Profit-Sharing Bonus:
Eligible for monthly bonus based on company performance.

Employee Allowance Program

Work related essentials such as tools, boots, and clothing, renewed annually.

Paid Time Off

Competitive PTO Package