Chief Financial Officer

Description

Join Our Team as a Chief Financial Officer at Johnstone Supply - The Founder's Group!
 

About Us –

Johnstone Supply - The Founders Group is a 3rd generation family-owned wholesale distributor for heating, cooling, and refrigeration supplies and equipment. We operate across 6 states as one of the nation's largest HVAC/R distributors. Johnstone Supply offers superior customer service, technical advice and training seminars and features the industry’s most respected catalog (available both digital and online) featuring more than 80,000 quality parts, supplies and equipment. Our purpose is to keep our communities safe & comfortable! 

Ideal Candidate Profile –

The ideal Johnstone Supply team member is someone who exhibits our core values (Customer Focused, Accountable, Solutions-Minded, Always Learning, and Collaborative) and 9 winning habits. These include: 

1. Be a Great Teammate 
2. Be Accountable 
3. Have a Plan 
4. Solve Problems 
5. Have a Winning Attitude 
6. Put Yourself in the Customer’s Shoes 
7. Develop Yourself 
8. Have Fun 
9. Lead People – Manage Processes 

Job Scope Summary –

We are seeking a strategic, hands-on CFO who has previously managed the treasury responsibilities of a growing organization (banking relations and negotiations, forecasting and financial modeling, insurance management including business casualty, real estate negotiations, S-Corp oversight, etc.). This leader should be unafraid to dive into the weeds to build the company’s financial literacy and capabilities, including budgeting and P&L training. The ideal candidate will be CPA-certified (MBA preferred) with excellent business acumen and diverse experience in large organizations, combined with a proven track record growing and building the infrastructure of a small-to-midsize private company. You will own the company’s financial strategy and reporting, drive organization-wide financial literacy, lead pricing strategy and execution, technology and analytics initiatives, oversee treasury, risk, manage integrations and M&A activity, and cultivate a culture of servant leadership, coaching, and cross-functional collaboration. You will partner with the senior leadership to optimize processes, scale operations, and unlock sustainable value for stakeholders.

Essential Duties And Responsibilities –

Strategic Leadership and Financial Ownership

• Own the end-to-end finance strategy and treasury operations, aligned to the company’s growth trajectory and business model.
• Define and execute short-, mid-, and long-term roadmaps for financial planning, reporting, treasury operations, risk management, insurance, pricing strategy and execution, real estate negotiations, and technology enablement.
• Support the president and senior leadership team to balance growth, profitability, risk, capital allocation, pricing discipline, and compliance (including S-Corp considerations).

Team Development and Servant Leadership

• Build, coach, and develop a high-performing, cross-functional team across finance, IT, analytics, and operations.
• Foster a culture of servant leadership, psychological safety, mentorship, and continuous learning.
• Implement career development plans, succession planning, performance management, and objective-setting tied to business outcomes.

Foundations, Controls, and Built-for-Scale

• Lead efforts to build foundational capabilities in finance and treasury, ensuring scalable processes, strong internal controls, governance, and risk management.
• Design and implement SOPs for FP&A, accounting, treasury, tax, payroll, procurement, IT, data management, and pricing governance.
• Establish robust internal controls, regulatory compliance frameworks, and casualty and business insurance programs, with ongoing vendor and carrier management.

Financial Planning, Reporting, and Literacy

• Develop and own all planning processes: annual budgeting, quarterly forecasts, long-range planning, scenario analysis, and cash flow forecasting.
• Build timely, accurate, and insightful financial reporting for executive leadership and the board, including KPI dashboards, profitability analysis, pricing analytics, and operational metrics.
• Elevate financial literacy across the organization by creating educational programs, user-friendly reporting, and collaborative budgeting processes with department leaders; mentor finance staff and operate hands-on when needed.

Pricing Strategy and Execution

• Lead development and execution of pricing strategy, including tiering, discounting governance, price realization, margin optimization, and competitive benchmarking.
• Partner with product, sales, and operations to translate market insights into pricing decisions and governance, monitor price/tests, and ensure pricing discipline across channels.
• Build and maintain pricing models, scenarios, and dashboards to drive profitable growth and informed strategic bets.

Technology Solutions, Data Enablement, and Treasury Integration

• Oversee technology strategy and architecture (ERP/FS, CRM, data warehousing, analytics, integration platforms, cybersecurity).
• Drive data governance, data quality, and self-service analytics to empower decision-making across departments.
• Ensure treasury and insurance data are integrated into financial systems to improve cash forecasting, liquidity management, and risk monitoring.

Integrations, M&A, and Growth Enablement

• Lead due diligence, integration planning, and post-merger assimilation for acquisitions and strategic partnerships.
• Establish integration playbooks (finance, IT, data, HR, operations) to realize synergies quickly and with measurable outcomes.
• Align integration efforts with strategy, ensuring minimal disruption and rapid value realization.

Treasury, Risk, and Insurance Management

• Manage banking relations, negotiate banking terms and facilities, and optimize financing structures.
• Lead forecasting, financial modeling, liquidity planning, and cash management.
• Oversee business casualty insurance, risk transfer, and insurance program optimization, coordinate with brokers for comprehensive coverage.
• Monitor regulatory and tax considerations related to treasury and corporate structure (e.g., S-Corp across relevant jurisdictions).

Operational Excellence and Optimization

• Identify and implement process improvements to reduce cycle times, improve forecast accuracy, optimize cash flow and capital structure.
• Implement cost-management disciplines, vendor optimization, and automation opportunities to improve efficiency and scalability.
• Establish performance dashboards and metrics to monitor operational health and drive accountability.

Stakeholder Management and Communication

• Partner with executives, department heads, the board, investors, and external auditors to ensure transparency and alignment.
• Communicate complex financial and pricing concepts in accessible terms to non-financial stakeholders.
• Represent the company in financial, pricing, and treasury matters with lenders, auditors, and external partners.

Risk, Compliance, and Cybersecurity

• Oversee financial risk management, tax planning, treasury operations, and regulatory compliance.
• Work with IT and security leaders to maintain robust cybersecurity controls and data privacy practices.

Requirements

Qualifications And Experience –

• Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or a related field
•  CPA required
• MBA preferred.
• 12+ years of progressive leadership experience in finance, treasury, or a combined CFO/treasury leadership role; experience in high-growth environments or M&A is highly desirable.
• Proven track record of leading cross-functional teams, coaching leaders, and practicing servant leadership.
• Strategic thinker with rigorous attention to detail, highly collaborative, and comfortable with ambiguity and change.
• Preference for candidates with private company experience in scaling infrastructure, while having exposure to larger organizational practices.
• Willingness to be hands-on in building budgets, P&L training, pricing governance, and financial literacy across departments.
• Demonstrated success building scalable financial systems, treasury operations, pricing governance, reporting, and governance in a fast-evolving business.
• Deep treasury experience (banking relations, negotiations, liquidity management, forecasting/modeling) and insurance/risk management across a private company growth stage.
• Strong background in ERP/financial systems (e.g., NetSuite, SAP, Oracle) and data analytics platforms; experience with integration platforms and data governance.
• Excellent communication, influencing, and presentation skills; adept at translating financial and pricing concepts for non-technical audiences.

Competencies

1. Strategic Orientation and Execution

Clear vision translates strategy into actionable plans, and delivers results that advance growth and value.

2. Financial Acumen, Treasury Mastery, and Pricing Excellence

Ensures accurate financial planning, robust controls, liquidity optimization, pricing discipline, transparent reporting, and data-driven decision support.

• 3. Technology Acumen and Data Literacy
• Bridges finance and technology, champions data governance, and enables self-service analytics while safeguarding data integrity.
• 4. Talent Management and Leadership

Builds and develops high-performing teams through mentoring, succession planning, and a culture of learning and psychological safety.

5. Change Management and Collaboration

Leads cross-functional initiatives (M&A, pricing initiatives, integrations, process redesign) with influence, adaptability, and a servant-leadership approach that fosters alignment and buy-in.