Chief Financial Officer (CFO)

Reports to: President Direct Reports: Finance Team, IT Manager

Position Overview

Atkins & Pearce is seeking a strategic, cost-oriented Chief Financial Officer to lead our Finance and IT functions as we continue to scale and modernize operations. The CFO will be a critical partner to the President and leadership team, helping drive financial performance, technology integration, and transparency across the organization. This role is uniquely positioned within a privately held, family-owned business and includes responsibility for ownership communications, distributions, and financial stewardship that supports both business and legacy priorities.

Key Responsibilities:

Financial Strategy & Leadership

· Serve as a strategic advisor to the President and leadership team, enabling data-driven decisions through budgeting, forecasting, and performance reporting.

· Deliver timely and proactive reporting on financial results, trends, and areas of opportunity.

· Ensure alignment between financial strategy and operational priorities.

Cost Accounting & Operational Finance

· Oversee and continuously improve cost accounting systems to ensure accurate product and operational costing.

· Conduct deep-dive financial analysis regarding customer, product, and product line profitability and model the profitability implications of strategy alternatives.

· Support margin improvement through collaboration with Operations, Supply Chain, and Scheduling teams.

· Guide department leaders in budget development, variance analysis, and cost management.

Accounting, Controls & Compliance

· Manage accounting operations, including monthly close, financial statements, and compliance with GAAP.

· Maintain and strengthen internal controls, audit readiness, and risk mitigation.

· Coordinate with tax advisors, auditors, and other external partners.

Ownership-Facing Responsibilities

· Serve as a trusted liaison to ownership, maintaining direct communication on financial matters such as:

o Business performance and investment readiness

o Distributions and capital planning

o Charitable contributions and family giving strategy

· Ensure financial decisions balance operational growth and long-term family priorities.

· Uphold confidentiality and stewardship in all matters related to family financial interests.

ERP Integration & IT Oversight

· Serve as a key stakeholder in the ERP implementation, ensuring financial requirements and reporting capabilities are integrated effectively.

· Oversee the IT function, including infrastructure, cybersecurity, vendor management, and systems development, through direct leadership of the IT Manager.

· Align IT strategy with business goals, supporting automation, data visibility, and scalability.

· Champion system improvements and digital tools that enhance cross-functional collaboration, reduce manual work, and improve decision-making.

· Ensure the organization has secure, reliable, and cost-effective technology resources to support daily operations and long-term growth.

Team Leadership

· Lead and develop high-performing Finance and IT teams.

· Promote a culture of integrity, accountability, collaboration, and continuous improvement.

Qualifications

· Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA strongly preferred)

· 10+ years of progressive financial leadership, ideally in manufacturing

· Strong cost accounting and operational finance experience

· Background in ERP support or implementation (Infor CloudSuite experience a plus)

· Prior experience supporting a family-owned or privately held business is highly desirable

· High level of discretion, integrity, and trustworthiness in handling confidential and sensitive information