What are the responsibilities and job description for the VP Finance position at FORTNA?
FORTNA partners with the world’s leading brands to transform omnichannel and parcel distribution operations. Known world-wide for enabling companies to keep pace with digital disruption and growth objectives, we design and deliver solutions, powered by intelligent software, to optimize fast, accurate and cost-effective order fulfillment and last mile delivery. Our people, innovative approach and proprietary algorithms and tools ensure optimal operations design and material and information flow. We deliver exceptional value every day to our customers with comprehensive services and products including network strategy, distribution center operational design and implementation, material handling automated equipment, robotics and a comprehensive suite of lifecycle services.
At FORTNA, we believe in fostering a workplace that isn't just a job but a movement – a collective effort to redefine success and transform challenges into opportunities. "Join the Movement" encapsulates our commitment to a workplace culture that thrives on collaboration, celebrates diversity, and empowers every individual to contribute to something greater than themselves. Our Team. Our Passion. Our Approach.
Vice President, Finance Operations & Treasury
Position Overview
The Vice President of Finance Operations & Treasury is a senior finance leader responsible for overseeing the organization’s global finance operations, treasury management, and cash flow strategies. This role ensures financial efficiency, liquidity, and compliance while driving operational excellence and enabling strategic growth. The VP partners with executive leadership to align financial operations and treasury initiatives with overall business objectives.
Key Responsibilities
Finance Operations
- Establish, monitor, and improve financial policies, controls, and procedures to ensure accuracy, compliance, and efficiency.
- Oversee financial systems, automation, and process optimization to drive scalability.
- Manage financial close processes and ensure timely and accurate reporting.
- Collaborate with FP&A, Tax, and Compliance teams to ensure operational alignment and support strategic planning.
- Drive continuous improvement initiatives within finance operations.
Treasury Management
- Lead global cash management strategy, liquidity planning, and working capital optimization.
- Manage relationships with banks, financial institutions, and rating agencies.
- Oversee debt financing, capital structure strategy, and investment management.
- Ensure compliance with treasury policies, hedging strategies, and risk management (FX, interest rate, commodities).
- Provide strategic recommendations on capital allocation, funding, and global treasury operations.
Leadership & Strategy
- Serve as a trusted advisor to the CFO and executive team on finance operations and treasury matters.
- Build and lead a high-performing team, fostering a culture of accountability, innovation, and collaboration.
- Drive digital transformation and system enhancements across finance and treasury functions.
- Support M&A activities including due diligence, integration of financial operations, and treasury planning.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred.
- 15 years of progressive finance experience with at least 7 years in senior leadership roles.
- Strong expertise in finance operations, treasury management, and capital markets.
- Proven track record in global cash management, debt financing, and working capital optimization.
- Experience implementing finance systems and automation tools.
- Exceptional leadership, communication, and stakeholder management skills.
- Strategic thinker with strong analytical and problem-solving capabilities.
Preferred Qualifications
- MBA, CPA, CFA, or CTP designation.
- Experience in a publicly traded, multinational corporation.
- Direct experience with debt issuance, capital markets transactions, and credit facilities.
- Expertise in treasury technology platforms (e.g., Kyriba, Reval, Quantum, SAP Treasury).
- Background in financial risk management (FX, interest rate, and commodity hedging).
- Demonstrated success leading finance transformation initiatives, including automation and shared service models.
- Strong understanding of international banking, tax considerations, and global treasury operations.
- M&A experience including due diligence, integration, and treasury/finance operational alignment.
- Proven ability to develop and mentor senior finance leaders.
- Excellent negotiation skills and experience managing global banking relationships.
Competencies
- Financial and business acumen
- Strategic leadership and decision-making
- Operational excellence mindset
- Risk management and compliance expertise
- Strong interpersonal and influencing skills
This job description describes the general nature and level of work expected of a person assigned to this position. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Employees may be required to perform any other job-related duties as requested by their supervisor.
It is the policy of FORTNA and its affiliated companies to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, pregnancy or pregnancy-related condition, status with regard to public assistance, veteran status, citizenship status (if authorized to work in the U.S.), or any other characteristic protected by federal, state or local law. In addition, FORTNA will provide reasonable accommodations for qualified individuals with disabilities.
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