Vice President of Finance in Newport Beach, California at Bristol Management Services

As a valued member of our executive leadership team, the Vice President of Finance is a strategic, results-driven financial leader responsible for driving the financial health, growth, and long-term sustainability of the organization. This role provides executive oversight of all financial functions, including financial planning and analysis, accounting, budgeting, treasury management, risk management, compliance, and strategic business planning. The VP of Finance serves as a trusted advisor to the CEO and leadership team, leveraging deep industry expertise in trucking, concrete, and ready-mix operations to optimize financial performance, support strategic initiatives, and maximize shareholder value.

Supervisory Responsibilities

• Provides leadership, direction, and development for accounting and finance.

• Oversees the accounting and finance department staffing, performance management, succession planning, and professional development.

• Builds and maintains a high-performing finance organization aligned with company objectives.

Essential Functions

• Lead the development and execution of the organization's financial strategy in support of business growth and operational excellence.

• Provide strategic financial guidance and recommendations to executive leadership regarding business planning, investments, acquisitions, capital expenditures, and growth opportunities.

• Direct the preparation and presentation of monthly, quarterly, and annual financial statements, management reports, and key performance indicators.

• Oversee the annual budgeting process, long-range financial planning, forecasting, and scenario analysis.

• Establish financial goals and performance metrics that align with organizational objectives.

• Manage the company's cash flow, liquidity, debt structure, banking relationships, and capital resources.

• Lead financial modeling and analysis to support strategic decision-making and operational improvement initiatives.

• Ensure the integrity of financial reporting through effective internal controls, financial policies, and procedures.

• Oversee all accounting functions, including accounts payable, accounts receivable, fixed assets, and general ledger operations.

• Direct tax planning and compliance activities, ensuring adherence to federal, state, and local regulations.

• Manage relationships with external auditors, financial institutions, insurance providers, and regulatory agencies.

• Identify, assess, and mitigate financial, operational, and strategic risks.

• Drive continuous improvement initiatives, including financial system enhancements, process automation, and reporting efficiencies.

• Partner with operational leaders to evaluate profitability, pricing strategies, cost management opportunities, and capital investment decisions.

• Monitor industry trends and market conditions to identify opportunities and risks affecting business performance.

• Support mergers, acquisitions, business expansions, and other strategic initiatives as applicable.

• Present financial results and strategic recommendations to executive leadership, ownership, and key stakeholders.

Non-Essential Duties

• Collaborate with department leaders to improve financial literacy and accountability across the organization.

• Support organizational change initiatives through financial analysis and strategic planning.

• Represent the company in industry, banking, and community relationships as appropriate.

• Mentor and develop future finance leaders within the organization.

• Perform other duties as assigned.

Core Competencies

• Executive leadership and strategic thinking.

• Advanced financial planning and analysis capabilities.

• Strong business acumen and operational understanding.

• Expertise in financial reporting, treasury management, and tax compliance.

• Proven ability to develop and execute financial strategies.

• Excellent communication, presentation, and influencing skills.

• Strong problem-solving and decision-making abilities.

• High level of integrity and discretion in handling confidential information.

• Ability to build partnerships and collaborate across all levels of the organization.

• Strong organizational skills with the ability to prioritize competing demands in a fast-paced environment.

• Change management and continuous improvement mindset.

Position Type / Expected Hours of Work

This is a full-time executive leadership position. General days and hours of work are Monday through Friday, with additional evening and weekend work required as business needs dictate. This position is not eligible for remote work.

Travel Required

Occasional to moderate travel as required for business operations, financial reviews, banking relationships, acquisitions, industry events, and leadership meetings.

Preferred Education and Experience

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field required.

• Master's degree in Finance, Accounting, Business Administration (MBA), or a related field preferred.

• CPA designation strongly preferred.

• Minimum of 10 years of progressive finance and accounting leadership experience.

• Minimum of 5 years of senior management or executive-level financial leadership experience.

• Experience within the trucking, transportation, construction materials, concrete, ready-mix, manufacturing, or related industries strongly preferred.

• Extensive knowledge of GAAP, financial reporting requirements, and regulatory compliance.

• Demonstrated success in strategic financial planning, budgeting, forecasting, treasury management, and organizational growth initiatives.

• Advanced proficiency in Microsoft Excel, financial modeling, ERP systems, and the Microsoft Office Suite.

• Experience leading audits, managing banking relationships, and implementing business process improvements.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, smartphones, photocopiers, filing cabinets and scanners. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

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This job description in no way states or implies that these are the only duties to be performed by the employee incumbent in this position. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.