Chief Financial Officer

Shamrock Foods - Phoenix, AZ

Full-time - Senior

Phoenix, AZ

Food and Beverage Retailers

About the position

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.

Responsibilities

• 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.

Requirements

• 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.

Benefits

• Health insurance coverage paid for by Shamrock Foods
• 401(k) Savings Plan
• Profit Sharing
• Paid Time Off
• Growth opportunities
• Continued education
• Wellness programs