Job Description

The CFO will provide strategic and operational leadership for Shamrock’s accounting and finance functions, with a primary focus on working closely with the CEO, senior management, and family members both within and outside of the business. As a trusted advisor, the CFO will deliver business and operational analysis, strategic insights, and data-driven financial solutions to drive long-term growth. This position includes leadership of financial areas such as Control, Treasury, Tax, and Financial Planning and Analysis. Serve as the chief financial officer and strategic business partner to the CEO, senior leadership team, and family ownership. Lead growth strategies, corporate transactions, and performance improvement initiatives, ensuring alignment with annual budgets and long-term goals. Play a lead role in the family office and assist in managing the transition to a more structured family governance and financial framework. Maximize profitability, improve productivity, and benchmark operational performance against industry standards. Enhance management reporting and internal analysis to identify profitability drivers across channels, services, and customers. Develop and monitor KPIs to support strategic decision-making. Conduct project-based and ad-hoc financial analyses to assess opportunities and drive initiatives. Oversee accounting, controls, and finance processes, ensuring accurate and timely financial reporting. Prepare financial reports, forecasts, and budgets while integrating financial systems and controls for current and acquired businesses. Provide clear financial recommendations to the Board and management. Manage financial leverage and banking relationships, including covenant and compliance reporting, in alignment with company strategy. Support negotiations, financial due diligence, and execution of M&A opportunities. Lead financial integration for acquired entities, including systems implementation and performance standardization. Oversee ERP implementation, financial consolidation, and data collection systems to enhance FP&A capabilities. Develop IT spending strategies aligned with business goals. Lead budgeting processes for all business segments and set long-term financial goals with the CEO and Board. Foster strong relationships with family members both inside and outside of the business to align financial strategies with family interests. Partner with the CEO to plan and manage Quarterly Board of Directors meetings, including agenda setting and materials preparation. Provide financial guidance across the organization to support informed decision-making. Other duties as assigned. Qualifications : 15+ years of experience in finance, serving as a stand-alone CFO or SBU CFO with proven executive leadership. Bachelor’s degree in accounting, finance, or a related field required; CPA, MBA, CMA, or Big Four experience is a plus. Experience in privately-held businesses required; family-owned company experience preferred, with a preference for experience in businesses with a formalized family office structure. Expertise in accounting, financial controls, FP&A, budgeting and forecasting, tax, treasury, KPI development, risk management, working capital management, and banking relations. Prior experience in family estate planning, tax strategy, and managing the financial needs of family members within a privately-held business context preferred. Prior CFO or SBU CFO experience in food and beverage, consumer, or distribution industries. Demonstrated M&A expertise, including negotiation, due diligence, and post-acquisition integration. Strong analytical skills to interpret financial statements and provide actionable insights to enhance decision-making. Proven ability to develop high-performing teams, mentor financial talent, and foster a culture of performance and accountability. Must be flexible and willing to work the demands of the department which may be subject to travel, evenings, weekends, and holidays. #J-18808-Ljbffr Physician Empire

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