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Job description
Reports To: Chief Executive Officer/Chief Financial Officer
Company: Confidential
Position Overview
Our client is seeking a strategic, high-impact VP, Finance to help lead financial strategy and operations across a family office portfolio of businesses, anchored by a core energy distribution company generating hundreds of millions of dollars in annual revenue. The broader portfolio also includes real estate holdings under the CEO’s ownership. This role will eventually grow into the Chief Financial Officer (CFO) position.
This VP, Finance will serve as a trusted executive partner to ownership, overseeing financial performance, capital strategy, risk management, and operational finance across the portfolio. The role carries a mandate to modernize the finance function, rebuild and mentor the team, enhance risk oversight, optimize insurance strategy, and shift the organization from a reactive posture to a proactive, forward-looking financial operation.
We are seeking a strategic Future-CFO with long-term runway who brings vision, discipline, leadership presence, and hands-on operational expertise. This is an opportunity to build, influence, and leave a lasting mark within a stable, high-revenue business that values loyalty, performance, and long-term partnership.
Key Responsibilities
Financial Strategy & Executive Leadership
Partner with the CFO and ownership to define and execute financial strategy, capital planning, and long-term growth initiatives across the heating oil business and family office portfolio
Serve as a trusted advisor on profitability, capital allocation, enterprise risk, acquisitions, and expansion initiatives
Drive pricing strategy, margin optimization, cost discipline, and strategic investment decisions
Core Operating Business Oversight (Heating Oil & Energy)
Lead financial operations for a high-volume heating oil business with hundreds of millions of dollars in annual sales
Oversee working capital, fuel purchasing economics, logistics margin performance, inventory management, and cash flow
Manage a large credit facility, ensuring covenant compliance, disciplined utilization, and lender confidence
Analyze fuel margin performance, delivery economics, customer pricing, and seasonal cash flow dynamics
Oversee financial performance across real estate holdings and other operating companies
Build consolidated reporting and governance across the broader portfolio
Support investment strategy, capital deployment, and performance tracking across entities
Lead accounting, financial close, reporting, audit coordination, and tax oversight
Strengthen internal controls, compliance, and governance to support scale and lender expectations
Oversee relationships with external auditors, tax advisors, banks, and lenders
Budgeting, Forecasting & Performance Analytics
Own annual budgeting, rolling forecasts, and long-term financial planning
Build dashboards, KPIs, and reporting tools to drive proactive, data-informed decisions
Deliver variance analysis and actionable insights to improve margins and operating efficiency
Risk Management & Insurance Optimization
Lead enterprise risk management, including financial, operational, market, and regulatory risk
Evaluate and optimize insurance coverage, a major cost center and opportunity for savings and improved protection
Strengthen risk mitigation frameworks, including fuel price exposure, customer credit risk, and operational risk
Spearhead implementation of modern accounting and finance technology, increasing automation, speed, and accuracy
Upgrade financial systems to support scalability, real-time visibility, and stronger decision-making
Improve workflow efficiency to move finance from reactive to proactive
Operations & Cross-Functional Partnership
Partner with operations, supply chain, logistics, and sales teams to align financial strategy with execution
Support inventory planning, delivery margin optimization, customer pricing strategy, and cost control
Provide financial leadership to drive operational discipline and accountability
Lead and mentor a finance and accounting team of three, with the opportunity to expand and elevate the team
Rebuild and professionalize the finance function through coaching, structure, accountability, and leadership
Foster a culture of ownership, transparency, high performance, and continuous improvement
Ideal Candidate Profile
Strategic Controller, VP, Finance or CFO with 15–30 years remaining in their career and energy to build, modernize, and scale
10+ years of senior finance leadership in energy, fuel distribution, logistics, transportation, asset-intensive businesses, or family office environments
Experience overseeing a large revenue business ($250M–$1B+) and sizable credit facilities
Proven success transforming finance teams from reactive to proactive
Strong background in risk management, insurance optimization, internal controls, and capital strategy
Track record implementing modern financial systems and technology upgrades
Confident leader and mentor with the ability to rebuild teams and bring long-term vision
Trusted, loyal, steady, and relationship-oriented — aligned with an ownership group that values commitment and rewards performance
Bachelor’s degree in Finance, Accounting, or related field (CPA, MBA, or CFA preferred)
Competitive executive compensation package, including performance-based incentives
Opportunity to serve as a long-term financial partner to ownership
Leadership role within a stable, high-revenue, cash-generating heating oil business
Strong culture offering career longevity, financial stability, and personal growth
Ownership that takes care of its people, values loyalty, and rewards high performance
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.