Tarbell Management Group

   Posted 6 days ago


The Chief Financial Officer/Chief Operating Officer (CFO/COO) is a key member of the Senior Management team, providing support and ensuring effective operation for the TMG families of companies. This position is responsible for managing TMG’s financial and business affairs, strategic planning, divisional operational management including, human resources, technology, loss prevention, and legal/compliance. 

This position is responsible for providing positive and professional leadership and management, upholding the company’s integrity when communicating and developing relationships in the industry and will take care of the customer at all times.

Key Responsibilities


  • With the CEO, help lead the planning and overall management of TMG and its family of businesses, including the efficient development and implementation of its temporary and long-term programs.
  • Assist CEO with corporate strategic planning and help lead organizational planning and supporting of divisions and departments.

Executive Leadership

  • Guides, mentors and develops a high performing, proactive team and continue to scale based on strategic business objectives.
  • Identifies opportunities to improve processes and systems for and with team members.

CFO Responsibilities

  • Oversee management and leadership for all financial planning, new business planning, budget production, and budget controls needed to realize the company’s fiscal and business goals. Monitor and regularly report key metrics. Provide business analysis support to the management teams to help improve the effectiveness and efficiency of the company’s businesses.
  • Oversee external reporting and prepare financial reports and analysis for the CEO and Board.
  • Ensure that the computerized financial management system, chart of accounts, and internal control systems are properly designed and maintained; and provide meaningful and timely information.
  • Ensure that the key transaction systems (including multiple POS systems, MRP, etc.) are efficiently and fully implemented, the department staff managing and utilizing these systems are proficient in their use, and that the data is regularly reconciled to the general ledger.
  • Ensure that systems, processes, and procedures are optimal for conducting business throughout the entire organization.  Responsible to create, change or modify existing ones.  Have documented SOP’s created and put in practice for essential areas.
  • Oversee treasury management; monitor investment manager performance, manage investment policies and procedures, and prepare monthly and quarterly reports to the Board.
  • Supervise the Director of Financial Planning & Analysis and the Accounting Manager.

COO Responsibilities

  • Oversee divisional leadership of Retail, Petroleum and Tobacco Divisions.
  • Oversee human resource programs, policies, procedures, and compensation administration; supported by the Human Resources Manager.
  • Oversee Information Technology programs, policies, procedures, and projects; supported by the Director of IT.
  • Oversee Corporate Governance & Compliance programs, policies, procedures, and projects including negotiating or consulting on all major transactions, reviewing all contracts, and managing all legal affairs for the companies and relationships with outside counselors; supported by the compliance department.
  • Additional responsibilities as assigned.

Key Performance Indicators

Strategy Alignment for Company & Team

  • Success is accomplished when the Total Company, Divisions, and Operating Teams meet Green Success for Annual Initiatives and Quarterly Priorities.  

 Financial Management

  • Department’s annual budget is maintained within the guidelines.
  • No found material findings in our Reviewed Statements.
  • All divisions successfully implement budgets in a timely manner that improve cash flow, net operating profit and increase the return on investment according to the CEO.
  • Key Performance Indicators (KPI) targets for the ratios in the Financial Goals are achieved.


  • When all direct reports meet their goals and KPI’s.
  • All direct report yearly evaluations are done on time and completed satisfactorily.


  • Must have entrepreneurial spirit and instincts.
  • Must have ability to challenge other senior executives, CEO and shareholders.
  • Must have an understanding/familiarity of the dynamics of working with a family-owned business.
  • Must have the ability to passionately lead, coach/mentor, and develop cohesive high functioning teams.
  • Must have the ability to communicate effectively (give honest feedback-praise and areas to work on to direct reports, as well as receive honest feedback-praise and areas to work on from CEO).
  • Must have the ability to interface transparently with colleagues and customers at all levels by virtue of professional competence, integrity, and personal style.
  • Must be driven, highly self-motivated; able to operate autonomously in a dynamic environment.
  • Must have the ability to uphold the highest possible ethical and professional standards with colleagues and customers.


  • Bachelor of Science in Accounting or Finance a must, MBA is preferred.
  • Highly desirable: Certified Public Accountant; Certified Management Accountant; and/or NAFOA Program(s) completion.
  • Must have a minimum of 5 years of senior management in finance experience with a similar highly demanding and fast paced family business environment. 
  • Understanding of General Accepted Accounting Principles. 
  • Must have advanced Excel skill set and have ability to author reports.
  • Strong cost accounting skills with a focus on manufacturing organizations is preferred.
  • Ability to travel internationally.
  • Valid Driver’s License

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Job details

Tarbell Management Group
Samantha Phillips
New York
Job Website

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