CFO / Senior Financial Strategist – Investor Relations & Growth Financing
Location: Houston, TX (On-site or Hybrid)
Employment Type: Full-Time, Contract-to-Hire Considered
About Us
Kendrick Madison Transportation and CashFlow On Wheels are multi-state, multi-entity logistics operator managing significant assets and nationwide delivery contracts.
As we continue to scale, we’re transitioning to operate with the sophistication of a multi–family office—reflecting the level of asset management, capital structure, and investor relations we now require.
We’re seeking a CFO/Senior Financial Strategist to lead our financial planning, investor relations, and capital-raising efforts in support of continued growth.
The Opportunity
This role will be responsible for ensuring our financial presentation and forecasting are optimized for maximum valuation and loan capacity.
You will work closely with ownership and key stakeholders to prepare lender-ready and investor-ready financials, model future growth scenarios, and identify opportunities to improve debt coverage and overall profitability.
Key Responsibilities
- Oversee and improve company financial reporting and forecasting
- Model multiple funding scenarios and advise on capital structure optimization
- Work with ownership to prepare pro forma statements and loan capacity models
- Identify and quantify operational savings and efficiency gains
- Prepare clean, compelling financial packages for lenders, investors, and partners
- Support strategic planning for acquisitions and other growth initiatives
- Lead investor relations and ensure timely, accurate communications with stakeholders
Qualifications
- Proven CFO, VP of Finance, or Senior Financial Strategist experience in multi-entity or asset-heavy industries
- Strong track record in debt financing strategy, SBA lending, or institutional fundraising
- Advanced financial modeling and forecasting skills
- Ability to work in a fast-paced, high-growth environment with shifting priorities
- Excellent communication skills and the ability to explain complex financials to non-finance audiences
Why Join Us
This is a high-impact role where your expertise will directly influence the company’s growth trajectory, access to capital, and valuation.
You’ll join a leadership team that values strategy, execution, and results—and be part of a company evolving into a multi–family office-caliber operation.
Compensation: Competitive base + performance incentives tied to financing and growth milestones.
Job Type: Full-time
Pay: $97,497.42 - $117,416.25 per year
Ability to Commute:
Work Location: In person
