Chief Operating Officer / Chief Financial Officer (COO/CFO)

Job Description

Job Description

Job Title: Chief Operating Officer / Chief Financial Officer (COO/CFO)
Location: Manalapan, NJ
Pay: $180k-200k
Employment Type: Full-Time | Executive Level, Monday-Friday 8am-5pm

Position Summary:

As COO/CFO, you will serve as a key strategic partner to ownership, overseeing both the operational and financial health of the company. You will bring deep financial acumen, leadership in operations, and a strong understanding of working within a family business environment. This dual-role executive must be capable of wearing many hats—financial strategist, operations leader, technology advocate, and relationship manager.

Key Responsibilities:

Financial Leadership (CFO Duties):

• Oversee all financial functions, including budgeting, forecasting, reporting, and audits.
• Close out books monthly, quarterly, and annually in coordination with ownership and external CPA.
• Serve as the face of the company to financial institutions; maintain strong banking relationships.
• Ensure compliance with all financial, legal, and regulatory requirements.
• Oversee insurance procurement and risk management, including renewals and claims.

Operational Leadership (COO Duties):

• Drive operational excellence across departments, with a focus on efficiency and innovation.
• Lead cross-functional teams to execute strategic initiatives and process improvements.
• Act as a trusted liaison between ownership and departmental leadership.
• Develop and monitor key operational metrics and KPIs.
• Bring a problem-solving, “think outside the box” mindset to complex challenges.

Technology & Systems:

• Spearhead IT initiatives, including system improvements, automation, and digital transformation.
• Manage relationships with software vendors, IT consultants, and internal users.
• Ensure secure and efficient systems across all departments.

Talent & Strategic Recruitment:

• Identify, attract, and approach high-performing talent from within the related sectors.
• Build strong internal teams by upgrading talent across key areas of the business.
• Lead succession planning and organizational development in coordination with ownership.

Qualifications:

• Bachelor’s degree in Accounting or Finance (required). CPA or MBA a plus.
• Minimum 10 years of executive experience, preferably as a COO and/or CFO.
• Prior experience working with or managing a family-owned business is strongly preferred .
• Advanced proficiency in Microsoft Excel (pivot tables, macros, modeling, etc.) required.
• Experience managing insurance portfolios.
• Demonstrated ability to lead in both financial strategy and operational execution.
• High technical competency with modern IT systems and tools.

What We Offer:

• Opportunity to play a pivotal leadership role.
• Hands-on decision-making authority with the executive team.
• Competitive salary and benefits package.
• A tight-knit, collaborative company culture built on trust and respect.