Key Responsibilities

1. Strategic Financial Leadership

Develop and execute financial strategies aligned with the company’s growth objectives.
Partner with the CEO and ownership to drive profitability, expansion, and operational efficiency.
Provide financial modeling and scenario planning for new markets, acquisitions, and product lines.
Support succession planning and long-term wealth preservation for the family owners.
Integrate recent acquisition

2. Financial Planning & Analysis (FP&A)

Lead annual budgeting, forecasting, and long-range financial planning.
Monitor KPIs including gross margin, inventory turnover, working capital, and cash flow.
Deliver timely and accurate financial reporting to executive leadership and owners.
Analyze distribution cost structures (logistics, warehousing, transportation).

3. Accounting & Controls

Oversee accounting operations, including general ledger, AR/AP, payroll, and inventory accounting.
Ensure compliance with GAAP and relevant regulatory requirements.
Implement and maintain strong internal controls and risk management processes.
Manage external audits and tax filings.

4. Cash Flow & Working Capital Management

5. Operations & Supply Chain Finance

Collaborate with operations and supply chain teams to improve cost efficiency.
Evaluate warehouse investments, fleet management, and distribution center performance.
Analyze pricing strategies and margin optimization.

6. Family Governance & Communication

Provide clear financial reporting to family shareholders.
Support family board meetings with financial insights and strategic recommendations.
Balance reinvestment strategies with dividend expectations.
Maintain confidentiality and professionalism in family matters.

7. Risk Management & Compliance

Reporting Structure

Success Metrics

Qualifications

Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).
10+ years of progressive financial leadership experience, preferably in distribution, wholesale, or supply chain industries.
Experience in a family-owned or privately held business environment preferred.
Strong knowledge of inventory management, ERP systems, and distribution metrics.
Proven ability to lead teams and influence cross-functional stakeholders.

Key Competencies

401k and Health Benefits

Ajax Distributing Company

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