What are the responsibilities and job description for the Chief Financial Officer position at The Edge Group?
Chief Financial Officer
Corpus Christi, TX area
Our client, an industry leader in freight transportation services, is hiring a Chief Financial Officer (CFO) to serve as a key member of the leadership team, responsible for overseeing all financial operations, ensuring fiscal responsibility, and driving strategic growth initiatives. This Executive will play a critical role in shaping and executing the company’s financial strategy, optimizing profitability, and supporting new business ventures. We are seeking a forward-thinking leader with deep financial acumen, preferably with experience in the transportation or logistics industry.
Key Responsibilities:
- Oversee all financial functions, including accounting, cash flow planning, budgeting, forecasting, tax planning, risk management, and financial reporting.
- Develop and implement financial strategies aligned with the company’s long-term business objectives.
- Provide data-driven insights to support decision-making on business expansion, fleet optimization, and capital investments.
- Lead financial planning and analysis (FP&A) to enhance operational efficiency and profitability.
- Schedule and lead monthly meetings with executive team to review financials, cash position, forecast, and financial implications of contemplated business agreements or transactions.
- Identify and evaluate new business opportunities, partnerships, and acquisitions to drive sustainable growth.
- Ensure compliance with all regulatory, tax, and financial reporting requirements.
- Implement and optimize financial systems, internal controls, and cost-reduction strategies.
- Manage relationships with banks and external stakeholders, including evaluating current financing and line of credit pricing against other available market options to ensure utilization of the best pricing and service.
- Collaborate with the executive team to integrate technology solutions that enhance financial transparency and operational performance.
- Provide leadership to the finance and accounting team, fostering a culture of accountability, innovation, and continuous improvement.
- Discuss strategic business decisions with external tax accounting firm to make best efforts to structure transactions in a tax efficient manner.
- Work with Director of Accounting to evaluate current accounting system capabilities against other available market options then determine if a change is needed.
- Monitor debt compliance and covenant requirements for all loans and line of credit facilities.
Time Allocation:
- Overseeing financial operations (33%)
- Optimizing profitability (33%)
- Supporting new business ventures (33%)
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
- 10 years of financial leadership experience, preferably within the transportation, logistics, or supply chain sectors.
- Proven track record in financial strategy, risk management, and operational efficiency.
- Experience with mergers, acquisitions, and business growth initiatives.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent communication and leadership abilities with a collaborative mindset.
- Proficiency in financial modeling and data analytics.
- Accounting software experience.
- Expert Microsoft Excel proficiency.
