Chief Financial Officer

At InServ, we believe in more than just work - we believe in People, First. Our culture is built on care, trust and teamwork. Here, you are part of a team that grows together, learns together and celebrates success together.

Growth, opportunity and support are at the heart of what we do. We empower your success by providing pathways for career advancement, education and professional development. At InServ, we don't just promote progress - we live it.

We're seeking a Chief Financial Officer (CFO) to serve as a key member of the Executive Leadership Team, responsible for providing financial direction and oversight. This role ensures the financial health, stability, and growth of the company by leading all financial functions, including planning, reporting, risk management and operation support across a multi-division, multi-state organization.

Specific Accountabilities:

Executive Leadership

• Apply financial insights to evaluate the company’s potential, identify areas of uncertainty and resolve them.
• Design and implement strategic plans grounded in financial analysis, while considering broader implications.
• Identify and address financial constraints that hinder growth, proposing innovative solutions beyond current limitations.
• Partner with other company leaders in the creation and execution of long-term Corporate Strategic Plans and annual Business Plans.
• Create forward-looking financial road maps that prioritize initiatives aligned with strategic goals.
• Champion value-creating opportunities and advocate for initiatives that drive long-term success.
• Lead or support major financial and business initiatives across the organization.

Planning and Implementation

• Evaluate new service lines, geographic expansion, and industry diversification opportunities.
• Analyze and communicate the financial implications of strategic initiatives, both short and long-term.
• Lead the development and execution of the company’s annual budgeting process.
• Coordinate cross-departmental input to produce comprehensive budget documents, including income statements, balance sheets, and cash flow projections.
• Establish and maintain a companywide Cost Control Plan, including authority levels.

Reporting and Analysis

• Provide strategic, data-driven insights that extend beyond financial metrics.
• Highlight operational blind spots and recommend actionable solutions.
• Deliver historical financial data and trend analyses to identify opportunities for cost savings and profit enhancement.
• Conduct scenario planning and sensitivity analyses to evaluate strategic options.
• Define and communicate KPIs that offer meaningful insights into company and departmental performance.

Accounting Leadership

• Build and lead a high-performing team, ensuring cross-training and professional development
• Ensure the integrity, accuracy, and timeliness of financial reporting and accounting processes.
• Oversee compliance with all external reporting requirements, including audits, tax filings, and regulatory submissions.
• Conduct internal audits to ensure adherence to procedures, accuracy and compliance with cost control and approval protocols.
• Oversee all aspects of the company’s accounting software and systems.
• Continuously evaluate reporting needs to support effective management.
• Identify and implement system upgrades or transitions to support growth.

Working Capital Management

• Monitor and manage the company’s working capital to support growth initiatives.
• Develop forecasting models for cash flow and identify opportunities to strengthen liquidity.
• Analyze variances in projected vs actual cash flow and implement corrective measures.
• Collaborate with Estimating to optimize contract payment terms and minimize retainage.
• Ensure timely filing of liens and preservation of lien rights.
• Maintain accurate cash forecasting to anticipate funding needs and support financial planning.

Fixed Asset Management

• Safeguard and manage company fixed assets to minimize risk and ensure proper utilization.
• Enforce compliance with asset purchase procedures and approval levels
• Periodically review asset performance and disposition needs, ensuring accurate recordkeeping.
• Use reporting tools to assess profitability and utilization, and implement corrective actions as needed.

Treasury

• Direct the company’s financial planning to ensure long-term stability and capital adequacy.
• Prepare and present funding proposals with comprehensive documentation.
• Coordinate with Preconstruction to manage bonding needs and capacity.
• Maintain and update bonding utilization reports; negotiate increases as needed.
• Evaluate lease agreements and conduct lease-versus-buy analyses to ensure favorable terms.

Companywide Financial Leadership and Support

• Serve as a strategic financial advisor across all business units.
• Collaborate cross-functionally beyond traditional CFO responsibilities.
• Act as a financial advisor to all levels of management.
• Support strategic planning, budgeting, forecasting, and cost control initiatives.
• Maximize ROI through informed financial decision-making.
• Provide cross-departmental support for special projects outside of accounting.

Risk Management

• Conduct ongoing risk assessments across assets, transactions and operations.
• Develop and implement mitigation strategies to protect the company from loss.

Internal Controls

• Maintain and update SOPs and approval authority levels to support growth and control.
• Conduct periodic audits to ensure compliance with internal policies. Implement KPI reporting to monitor internal control effectiveness.

Preferred Behaviors:

• Core Values Alignment: Demonstrates a strong commitment to the InServ Core Values:
  • Prioritizing people and relationships
  • Driven to achieve excellence
  • Embracing growth and continuous improvement
  • Enhancing the company's reputation as a trusted trade partner and solutions provider
  • Exhibiting confidence and competence through collective experience.
• Integrity and Trust: Upholds has high ethical standards and fosters trust across all levels of the organization
• Passion and Accountability: Committed to the company’s success, self-motivated, accountable, and team-oriented
• Analytical and Data-Driven: Makes decisions based on data and insights: skilled in interpreting complex information
• Process-Oriented: Focused on building and refining systems that support scalable growth and operational efficiency.
• Problem solving and multitasking: Strong critical thinking and multitasking abilities; excels in resolving complex challenges
• Leadership Acumen: Understands when to delegate and when to be hands-on; able to convey complex ideas with clarity.
• Team Leadership: Capable of recruiting, managing, mentoring and developing high-performing team

Education & Experience: Bachelor’s degree in business administration, Accounting, or Finance required, master’s degree in business administration, accounting, or finance preferred. Certified Public Accountant (CPA) designation preferred.

Minimum 3 years’ experience in a senior Finance role, demonstrating a strong track record of financial leadership in a multi-state, multi-division environment. Extensive work experience in the construction industry, with deep familiarity with the financial, operational, and regularity complexities unique to construction-related businesses.

About Us

Founded in 1992, InServ is a full-service industrial contractor serving the life sciences, advanced manufacturing, and food and beverage sectors. We specialize in mechanical, electrical and instrumentation, hygienic piping and HVAC trades. Operating from multiple locations across North Carolina, we serve clients throughout the Southeast. Our commitment to safety, quality, and schedule adherence is the foundation of our success.