Job Description

Ready to be the CFO who sits at the decision-making table, not just reports to it?

An established, multi-site material handling and industrial solutions company based in the Dallas-Fort Worth area, with operations across the U.S. and Canada, is looking for its next Chief Financial Officer. They are seeking a strategic, highly credible, and people-centered CFO to join its executive leadership team. The CFO will provide financial leadership, enterprise-wide business insight, and trusted guidance to the CEO, Board of Directors, investors, and key stakeholders.

This role requires a dynamic leader who combines financial expertise with exceptional communication, integrity, and a proven ability to build high-performing teams. You will lead long-term financial strategy, acquisition and investment analysis, risk management, capital planning, and organizational growth while fostering a culture of accountability, transparency, and continuous improvement. Your key responsibilities include:

Strategic Financial Leadership

• Develop and execute financial strategies aligned with the organization’s short- and long-term plans and serve as a strategic advisor to the CEO and Executive Leadership Team on financial performance, market conditions, capital allocation, and enterprise risk.
• Lead organizational audit planning, forecasting, budgeting, and financial modeling initiatives; provide proactive, data-driven recommendations that support growth, profitability, operational excellence, and shareholder value.

Mergers, Acquisitions, and Corporate Development

• Manage financial evaluation, due diligence, valuation analysis, and integration planning for mergers, acquisitions, partnerships, and other strategic opportunities.
• Assess risks, synergies, operational impacts, and long-term value creation associated with potential transactions.

Financial Leadership and Risk Management

• Ensure the integrity, accuracy, and transparency of all financial reporting and disclosures.
• Oversee treasury management, cash flow optimization, capital structure, debt management, and liquidity planning.
• Develop strategies to mitigate financial, operational, regulatory, and economic risks.

Board and Stakeholder Communications

• Prepare and deliver high-quality financial presentations, reports, and recommendations to the Board of Directors while serving as a key liaison with investors, lenders, auditors, regulators, and external advisors.
• Translate complex financial information into meaningful business insights for diverse audiences.

Financial Operations and Governance

• Guarantee compliance with all applicable accounting standards, tax regulations, governance requirements, and internal controls.
• Oversee financial systems, reporting processes, and performance measurement frameworks.
• Drive continuous improvement initiatives that enhance efficiency, scalability, and decision-making capabilities.

As the successful candidate you would have 10+ years of progressive financial leadership, including time in a CFO seat. In addition, you would have a CPA and comfort operating across and within US and Canada. Multi-currency experience and International Financial Reporting Standards knowledge is critical.

Our client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

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