Join The Oakdale Company in Hempstead, NY for a ground-floor, hands-on opportunity to build and scale the HoldCo finance function across the Oakdale portfolio. This onsite role runs the books, manages cash, and translates the numbers into strategic direction for portfolio CEOs and The Oakdale's CEO, with a defined path to Director of Finance and, ultimately, Head of Finance as the portfolio grows.
Responsibilities
- Own the general ledger, monthly close, account reconciliations, and the integrity of the books for each portfolio entity.
- Produce timely, accurate financial statements (P&L, balance sheet, cash flow) at both the entity level and consolidated holding-company level.
- Maintain a clean chart of accounts and consistent accounting policies across all portfolio companies, including intercompany transactions and shared-services cost allocation.
- Build and maintain a rolling 13-week cash flow forecast that nets expected receivables against scheduled payables across the portfolio.
- Manage liquidity and the timing of inflows and outflows so each business can fund operations, cover obligations, and reinvest for growth.
- Brief the CEO on cash position, forecast variances, and any liquidity risks before they become urgent.
- Direct and develop the Accounts Receivable Specialist (Remote Hire), who handles invoicing, dunning, collections, and cash application.
- Own AR outcomes — DSO, aging, and collections effectiveness — and set credit terms and collections strategy.
- Directly manage the full AP cycle: vendor bills, approval workflow, and disciplined payment runs.
- Optimize payment timing and vendor terms to protect cash while maintaining key supplier relationships.
- Run weekly payroll for all portfolio companies.
- Ensure payroll tax filings, deductions, and related compliance are accurate and timely across jurisdictions.
- Be the first line of defense on HR issues across portfolio companies, including insurance policy management, onboarding/offboarding, and HR benefits.
- Serve as senior point of escalation on vendor negotiations — pricing, terms, RFPs, and alternative-sourcing analyses to lower landed cost; guide the on-site Senior Project & Inventory Manager on cost reductions with vendors.
- Consolidate spend, qualify alternative suppliers, and turn one-off savings projects into a standing cost-down discipline.
- Partner with the Senior Project & Inventory Managers at each operating company, who own day-to-day purchasing, POs, and inventory operations.
- Build budgets and forecasts; track performance against them and explain the variances.
- Develop a concise CEO-facing reporting package and KPI dashboard covering receivables vs payables, margin, cash, and growth indicators.
- Serve as the HoldCo CEO's financial right hand while providing equivalent support to the operating CEO — including analysis and recommendations on pricing, spending, investment, and growth decisions.
Requirements
- Experience: 5+ years of progressively responsible finance and accounting experience, with ownership of a major function (controllership, FP&A, multi-entity close, etc.) or a clear case for readiness to assume that ownership now.
- Industry: Exposure to manufacturing, industrial, distribution, or capital-equipment businesses — comfortable with inventory valuations, COGS, and a production environment.
- Cash & FP&A: Proven command of cash flow forecasting, budgeting, and management reporting — not just historical bookkeeping.
- Systems: Strong ERP and accounting-software fluency (eg, Fishbowl, QuickBooks, NetSuite, or similar) and advanced Excel modeling.
- Vendor Negotiation: Practical experience negotiating with vendors and managing PO workflows.
- Education: Bachelor’s degree in Accounting, Finance, Economics, or a related field.
Technologies
- Fishbowl
- QuickBooks
- NetSuite
- Microsoft Excel
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Relocation assistance
- Vision insurance
Position summary
The Senior Manager, Finance owns and operates the holding-company finance function end-to-end across the Oakdale portfolio. You will run the books, see around corners on cash, control spend, and translate the numbers into clear direction for both the operating CEOs of our portfolio companies and the CEO of The Oakdale Company.
The opportunity
This is a ground-floor role. The Senior Manager, Finance will be one of the founding members of The Oakdale Company team and the architect of our shared services finance function. You are not inheriting a finance organization — you are building one. The role is suited for someone early in their career who is hungry, dynamic, and capable of handling increasing scope. You will begin operational and tactical work to ensure hands-on understanding of day-to-day operations, with a path to broader responsibility as the portfolio grows. As Oakdale acquires additional companies, this seat scales with the portfolio.
Experience
- Finance: 5 years (Required)
- Microsoft Excel: 5 years (Required)
Pay
$80,000.00 - $115,000.00 per year
Location
Hempstead, NY onsite (in person)
Preferred
- CPA or CMA — completed or in progress
- Direct multi-entity experience (intercompany, consolidation) or strong fundamentals that translate quickly to it
- Experience inside a private-equity backed, family-office, or holding-company / multi-portfolio structure
- Experience standing up or professionalizing a finance function from the ground floor
- Comfort with modern finance tooling — FP&A platforms, AP automation, AI-assisted analysis
- Familiarity with capital-equipment, aftermarket / spare-parts, or industrial-OEM business models
- Hands-on payroll experience with multi-entity tax and compliance
Personal mindset traits
- Owner's mindset — treats the company's cash as if it were their own
- Hungry for scope and growth, energized by an evolving org chart
- Clear communicator who translates numbers into actions a CEO can implement
- Detail-oriented and controls-minded, yet commercially pragmatic
- Builder's instinct — derives satisfaction from constructing the function and the team
- Tech-forward — leverages AI and automation
- Organized and disciplined — manages multiple projects and financials without losing track
- Calm under deadline pressure with a bias toward action
- Team player — collaborates across functions while holding partners accountable
