Position Summary

Key Responsibilities

Hands-On Close, Financial Reporting, and Forecasting

• Perform and/or directly oversee daily accounting activities including general ledger entries, account reconciliations, and review of AP/AR postings.
• Own the month-end and year-end close process, including preparation of journal entries, accruals, prepaid amortization, and variance explanations.
• Prepare and review consolidated monthly financial statements, supporting schedules, and management reporting packages.
• Maintain and improve close checklists, workpapers, and documentation to ensure accuracy, consistency, and timeliness.
• Assist in budgeting and forecasting, including net income, EBITDA, cash flow and revenue.

Industry-Specific Accounting (Warehousing & Transportation)

• Ensure accurate revenue recognition for warehousing (storage, handling, value-added services, direct-to-consumer) and transportation (linehaul, fuel surcharge, accessorial) activities, including customer contract review and billing alignment.
• Own customer billing reconciliation processes—validate shipment/warehouse activity data against invoices, resolve discrepancies, and partner with Operations to improve billing accuracy.
• Maintain strong controls over payroll and labor allocation processes and intercompany expense allocations (where applicable).

Cash, Working Capital & Balance Sheet Integrity

• Ensure timely recording of deposits, ACH/wire activity, and reconciliations.
• Own balance sheet integrity across all entities, including AR aging, reserves, prepaid accounts, accruals, intercompany balances, and fixed assets.
• Partner with operations and sales to improve collections and dispute resolution processes; monitor DSO and aged receivables.

Fleet, Fixed Assets & Capital Accounting

• Maintain lease accounting support (ASC 842) for facility, equipment, and vehicle leases, coordinating with external advisors as needed.
• Oversee fleet and fixed asset accounting for tractors, trailers, forklifts, racking, and facility improvements—capitalization, depreciation, disposals, and tracking.

Internal Controls, Audit & Compliance

• Design and maintain internal controls across cash, AP, AR, payroll, revenue/billing, and journal entry approval workflows.
• Serve as primary liaison to external auditors and lead audit preparation, fieldwork coordination, and completion of requested schedules and support.
• Ensure compliance with regulatory reporting and documentation relevant to transportation and warehousing operations.
• Oversee filing of sales and property taxes.

Systems & Process Improvement

• Own accounting system integrity and master data (chart of accounts, cost centers, customer/vendor setup); maintain strong controls over changes.
• Maintain and enforce a documented system of accounting policies and procedures.
• Partner with Operations, Dispatch, and Warehouse leadership to improve upstream data quality feeding billing and financial reporting.
• Partner with CFO to drive automation and process improvements to reduce manual work, shorten close timelines, and improve reporting accuracy.

Leadership & Team Management

• Lead, develop, and support the accounting team; set clear expectations and ensure accountability for daily execution.
• Provide hands-on coaching and technical guidance; review work product and ensure consistent application of policies across entities.
• Establish cross-training and back-up coverage for critical accounting processes to ensure continuity.
• Support recruiting efforts related to the buildout of the Company’s finance department.

Qualifications

Required

• Bachelor’s degree in Accounting, Finance, or related field.
• 7–10+ years of progressive accounting experience, including ownership of month-end close and financial reporting.
• Demonstrated hands-on experience preparing journal entries, reconciliations, and consolidated financial statements.
• Strong knowledge of GAAP, internal controls, and audit preparation.
• Experience in transportation, logistics, warehousing, distribution, or a closely related industry strongly preferred.
• Proven team leadership experience; ability to work cross-functionally with Operations and leadership.

Preferred

• CPA designation preferred.
• Experience with ERP/accounting system implementations or major upgrades.
• Familiarity with transportation and warehousing management software strongly preferred.