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Vice President of Finance

The Workplace Advisors

Chicago, IL • Remote

$150K - $175K/yr

Full-time

Retirement

Posted 16 days ago


Key responsibilities

  • Oversee all finance operations, including accounting, AR/AP, treasury, and liquidity management

  • Partner with executive leadership to lead annual budgeting, forecasting, and long-range financial planning

  • Manage relationships with external CPA firms, auditors, and other financial stakeholders


Job description

This is a remote position.

The Company is a high-growth, entrepreneurial organization in the branded merchandise, kitting/fulfillment, and eCommerce space. With a strong reputation for creativity, executional excellence, and long-standing client partnerships, the company is driven by a sales-first culture, operational rigor, and a commitment to continuous improvement.


We are now seeking a strategic and hands-on Vice President of Finance to lead financial operations and partner closely with executive leadership to support continued growth and scalability. This individual will serve as a trusted advisor to the executive team, translating financial data into clear insights, the "why" behind the numbers, that drive confident decision-making, operational discipline, and long-term strategy.


The ideal candidate is a seasoned finance leader who brings both strategic vision and operational depth. They must be comfortable operating at a high level while also understanding the "nitty-gritty" of accounting, cash management, and commission/comp structures. Genuine executive presence with a commission-based sales team (respecting sales as the engine of the business, not a cost to control) is essential. Experience with nonstandard sales comp/commission plans and a conservative, cash-disciplined approach to treasury are strongly preferred.


I. Scope of the Position


The Vice President of Finance leads and oversees all finance operations, including accounting, treasury, tax, risk management, warehouse/operations finance, and compliance. This role balances strategic financial leadership with hands-on operational oversight to ensure accuracy, compliance, scalability, and alignment with company objectives.


Reporting directly to the CEO, the Vice President of Finance partners cross-functionally with Sales, Warehouse/Operations, HR, and eCommerce to align financial structures with revenue strategy and day-to-day execution. The role also oversees treasury, payroll, financial coordination, and compliance. As the organization continues to grow, this leader will build processes, strengthen systems, and develop talent, while working alongside the current finance leader during a transition period before assuming full ownership of the function.



II. Experience and Qualifications


The company seeks a candidate who possesses:


  • 10+ years of progressive finance or accounting experience, with at least 5 years in a senior leadership role (CFO, VP Finance, or Controller)


  • Demonstrated success supporting budgeting, forecasting, long-term financial planning, and executive-level reporting


  • Strong treasury management expertise, including cash flow planning and a conservative, cash-disciplined approach to liquidity


  • Experience managing commission and bonus calculations and reporting for a commission-based sales team; nonstandard or complex comp plan experience a strong plus


  • Proven experience overseeing payroll operations and multi-state tax/nexus compliance


  • Deep experience implementing and optimizing financial systems (QuickBooks, ERP platforms, Excel/Power Query) within a growing technology stack


  • Strong understanding of billing structures, invoicing processes, AR/AP oversight, and revenue alignment


  • Industry experience in promotional products, branded merchandise, or an adjacent sector with similar dynamics (e.g., beverage, hospitality; rebates, credit memos) a plus


  • M&A experience, including due diligence and post-acquisition integration, a plus but not required


  • Bachelor's degree in Finance, Accounting, Business Administration, or related field; CPA or MBA preferred


III. Key Responsibilities


Financial Management, Collaboration & Oversight


  • Oversee all finance operations, including accounting, AR/AP, treasury, and liquidity management


  • Maintain executive oversight of invoicing, customer billing structures, and vendor payments to ensure strong cash discipline


  • Support month-end and quarterly close processes with appropriate controls and visibility


  • Partner cross-functionally to ensure financial alignment with sales strategy, commission/bonus structures, and operational execution


  • Manage relationships with the external CPA firm,  board of directors, valuation company, attorneys, and insurance providers


Financial Planning, Analysis & Strategy


  • Partner with executive leadership to lead annual budgeting, rolling forecasts, and long-range financial planning


  • Develop and refine financial models, reporting dashboards, and forecasting systems to support growth


  • Provide regular performance updates and strategic insights to executive leadership, translating data into the clear "why" behind the numbers


  • Support M&A evaluation and integration efforts as opportunities arise


  • Identify and drive financial and operational improvement opportunities


Payroll & Compliance


  • Oversee payroll operations, ensuring accurate and timely processing


  • Ensure compliance with multi-state sales tax filings, nexus tracking, and 1099/audit requirements


  • Oversee 401(k) compliance and reporting