Vice President, Financial Operations & Treasury

Position Summary

A growing, multi-location consumer services organization is seeking an experienced, hands-on executive to serve as Vice President of Financial Operations & Treasury. Reporting to the Chief Financial Officer, this leader will oversee the company’s Financial Operations function and the operating disciplines that connect Finance, Accounting, Operations, and business systems.

This role combines treasury leadership, transaction operations, process transformation, internal controls, and acquisition integration. The successful candidate will build and develop a high-performing organization, establish clear accountability, standardize processes, and create scalable capabilities that support continued growth.

Key Responsibilities

Treasury, Banking & Cash Management

• Lead treasury operations, including daily liquidity management, cash positioning, forecasting, and payment controls.

• Manage banking relationships, treasury service providers, merchant services, and related commercial negotiations.

• Oversee daily cash reconciliations while ensuring timely investigation and resolution of exceptions.

• Maintain banking structures, account governance, signatory administration, authorizations, and segregation of duties.

• Partner with executive leadership on banking strategy, debt administration, lender relationships, and liquidity planning.

Financial Operations Leadership

• Lead Financial Operations across treasury, accounts payable, accounts receivable, tax administration, daily cash reconciliation, inventory-related finance processes, and other transaction operations.

• Develop organizational capability through coaching, hiring, performance management, succession planning, and role clarity.

• Establish service-level expectations, operating rhythms, escalation paths, and accountability across the organization.

• Foster a culture of ownership, responsiveness, operational discipline, and continuous improvement.

Accounts Payable & Process Transformation

• Oversee end-to-end Accounts Payable operations, controls, workflows, and vendor payment processes.

• Lead AP automation, system implementations, workflow redesign, approval structures, and master data governance.

• Standardize policies and procedures across multiple operating locations while reducing manual work and exceptions.

• Ensure invoice processing, payment timing, documentation, and access controls remain accurate, timely, and audit-ready.

Accounts Receivable & Revenue Operations

• Oversee receivables, billing operations, collections, deductions, and transaction controls.

• Improve collections performance, aging visibility, dispute resolution, and working capital management.

• Develop reporting and KPIs focused on accuracy, timeliness, and operational performance.

Tax Administration & Compliance

• Oversee operational tax processes, registrations, permits, and filing calendars.

• Coordinate internal and external resources supporting tax compliance.

• Ensure timely preparation of reconciliations, documentation, payments, and audit support.

• Lead operational tax setup associated with acquisitions and new business locations.

Insurance & Risk Finance

• Partner with executive leadership on insurance programs and renewals.

• Oversee budgeting, premium analysis, financial reporting, payment coordination, and financial controls related to insurance programs.

• Coordinate with brokers, carriers, and internal stakeholders to support effective risk management.

Inventory & Operational Controls

• Provide executive oversight of inventory finance processes, physical inventories, cycle counts, variance reporting, and issue resolution.

• Partner with Operations, Supply Chain, Accounting, and IT to strengthen inventory controls and accuracy.

• Ensure disciplined financial controls surrounding inventory movement, system setup, and operational changes.

Acquisition Integration & Growth

• Lead Financial Operations activities supporting acquisitions, new locations, and major system implementations.

• Oversee integration planning and execution across treasury, banking, AP, AR, tax, cash management, inventory controls, and related financial processes.

• Establish implementation standards, testing protocols, training, governance, and post-implementation stabilization plans.

• Drive consistent execution while minimizing disruption to customers, vendors, employees, and operations.

Process Improvement & Systems

• Design scalable operating procedures, approval workflows, reconciliation processes, documentation standards, and internal controls.

• Lead automation and systems initiatives across ERP, financial, banking, treasury, AP, AR, and workflow platforms.

• Develop KPI dashboards and operational reporting that improve visibility into performance, risk, capacity, and process efficiency.

• Partner cross-functionally to resolve systemic issues and eliminate recurring process challenges.

Candidate Profile

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related discipline.

• 10+ years of progressive leadership experience across treasury, financial operations, accounting operations, or related finance functions.

• 7+ years leading and developing high-performing teams.

• Demonstrated experience managing banking relationships, treasury operations, and daily cash management.

• Broad operational knowledge of Accounts Payable, Accounts Receivable, reconciliations, tax administration, and transaction controls.

• Proven success leading process improvement, systems implementations, automation initiatives, and organizational change.

• Strong understanding of internal controls, operational metrics, process design, and cross-functional leadership.

• Experience within a multi-location operating environment.

Preferred Qualifications

• Experience supporting private equity ownership or acquisition-driven growth.

• Background in retail, consumer services, distribution, franchise, or other multi-unit organizations.

• Experience leading acquisition integrations and enterprise system implementations.

• Familiarity with ERP, treasury management, AP automation, workflow, and financial systems.

Leadership Competencies

People Builder – Develops high-performing teams through coaching, accountability, and talent development.

Hands-on Operator – Balances strategic leadership with operational execution.

Change Leader – Successfully leads organizational transformation and systems adoption.

Control-Oriented – Builds strong governance, documentation, and internal control environments.

Collaborative Partner – Works effectively across Finance, Accounting, Operations, IT, HR, Supply Chain, and external business partners.

Scalable Thinker – Designs repeatable, efficient processes that support organizational growth.

Success Measures

• Build a high-performing Financial Operations organization with clear accountability and ownership.

• Improve treasury operations, cash reconciliation, and financial reporting accuracy.

• Standardize core financial operations while strengthening internal controls.

• Establish meaningful KPIs, service levels, and operational reporting.

• Successfully integrate acquisitions and execute major financial system implementations.

• Reduce manual processes through automation and continuous process improvement.

• Strengthen relationships with banking partners, vendors, and other external service providers while improving operational effectiveness.