Vice President of Finance

🕒 August 21

🇺🇸 United States – Remote

💵 $150k - $175k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 10%

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The Workplace Advisors

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2010

👥 HR Tech

💼 Consulting

🤝 B2B

HR Tech • Consulting • B2B

The Workplace Advisors is a human resources consulting firm that specializes in helping businesses navigate workplace challenges to foster growth. With expertise in areas such as HR compliance, recruitment, employee engagement, and professional development, The Workplace Advisors offers tailored solutions that support organizations in achieving their goals. Their team of HR professionals works collaboratively with clients to implement effective strategies that enhance workplace culture and employee retention.

📋 Description

• Lead and oversee all finance operations, including accounting, AR/AP, treasury, tax, risk management, warehouse/operations finance, and compliance • Report directly to the CEO and partner with Sales, Warehouse/Operations, HR, and eCommerce • Oversee treasury, payroll, financial coordination, and compliance • Build processes, strengthen systems, develop talent, and assume full ownership of the finance function after a transition period • Oversee invoicing, customer billing structures, vendor payments, month-end and quarterly close processes • Manage relationships with the external CPA firm, board of directors, valuation company, attorneys, and insurance providers • Lead annual budgeting, rolling forecasts, long-range financial planning, financial modeling, reporting dashboards, and forecasting systems • Provide performance updates and strategic insights to executive leadership • Support M&A evaluation and integration efforts • Identify and drive financial and operational improvements • Oversee payroll, multi-state sales tax filings, nexus tracking, 1099/audit requirements, and 401(k) compliance • Lead accounting, warehouse, and operations teams; build, coach, and develop a high-performing finance team • Standardize roles, responsibilities, and processes • Evaluate, select, and implement scalable finance and accounting systems • Optimize QuickBooks, Avalara, payroll, budgeting, and forecasting tools • Leverage financial API/AI integrations and improve warehouse/inventory financial controls

🎯 Requirements

• 10+ years of progressive finance or accounting experience • At least 5 years in a senior leadership role (CFO, VP Finance, or Controller) • Experience supporting budgeting, forecasting, long-term financial planning, and executive-level reporting • Strong treasury management expertise, including cash flow planning and conservative liquidity management • Experience managing commission and bonus calculations and reporting for a commission-based sales team • Experience overseeing payroll operations and multi-state tax/nexus compliance • Experience implementing and optimizing QuickBooks, ERP platforms, Excel, and Power Query • Strong understanding of billing structures, invoicing, AR/AP oversight, and revenue alignment • Bachelor's degree in Finance, Accounting, Business Administration, or related field • Experience in promotional products, branded merchandise, or an adjacent sector is a plus • M&A experience is a plus but not required • CPA or MBA preferred

🏖️ Benefits

• Performance-based bonus • Comprehensive medical, dental, and vision benefits • 401(k) with employer match • Paid time off and paid holidays • Additional performance and team-based incentives