Financial Advisor/Personal Certified Public Accountant

POSITION:

Financial Advisor/Personal Certified Public Accountant

COMPANY:

Based in the Southeast, the company is an independently owned and operated conglomerate of service providers to the trucking industry, including commercial tires and retreads, mechanical services, fleet management technologies, and more. Employing over 1,000 service professionals, the company currently operates over 80 locations throughout the South and Midwest that serve more than 35 states, as well as several retread facilities, and multiple distribution centers that provide delivery capability to over 75% of the continental US. Recognized as an industry leader, the company expertly provides fleets and owner-operators the product offerings and responsive service that exceeds expectations, with an ongoing operating principle that promises customers to go the distance in order to serve their needs.

REPORTS/RELATIONSHIPS:

This position will report directly to the owner.

BASIC FUNCTIONS:

The Financial Advisor/Personal Certified Public Accountant (CPA) will work closely with the owner, serving as an integral part of the success of a growing portfolio of companies. As a trusted partner, this individual will provide accurate and timely financial data and insight to support both short- and long-term strategic planning goals and initiatives across all businesses and investments.

Specific duties will include, but not necessarily be limited to:

  • Provide financial expertise and guidance for key decisions pertaining to strategic initiatives, financial growth, and operational execution.
  • Develop tools and systems to provide critical financial and operational information to the owner and make actionable recommendations on both strategy and operations.
  • Analyze the financial strategy and execution of all growth initiatives and new business ventures.
  • Partner with the owner to develop short and long-term financial business plans and forecasts.
  • Provide strategic finance, tax, and wealth management counsel to the owner.
  • Represent, as needed, the company to the financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
  • Ensure legal and regulatory compliance regarding all personal and professional financial filings.

REQUIREMENTS:

  • Five years’ experience as a personal CPA or equivalent, preferably within a privately held, complex enterprise.
  • Excellent written and oral communication skills.
  • Demonstrated leadership and interpersonal skills.
  • Exceptional analytical and abstract reasoning.
  • Strong organizational skills.
  • Experience in a senior financial management role, partnering with owners, resulting in the development and implementation of creative financial management strategies.
  • BS degree and CPA designation required.

COMPENSATION:

Compensation is commensurate with experience and includes a competitive salary, bonus, and an excellent benefits package.

CONTACT INFORMATION:

Joy Davis,
Consultant
704.377.0362