Chief Financial Officer (CFO)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Financial Strategy & Executive Leadership
- Owns and drives all aspects of financial strategy, serving as the CEO’s key financial advisor.
- Leads strategic planning and capital structuring to support growth objectives, geographic expansion, and potential transactions.
- Designs and implements predictive financial models to guide decision-making, mitigate risk, and drive profitability.
- Partners with operations leadership to optimize project profitability and operational efficiency.
- Owns the development and implementation of cost management frameworks, including benchmarking against industry norms.
- Drives ROI analysis for new initiatives, markets, and service lines to ensure resource allocation is aligned with company objectives.
- Owns and drives the monthly and quarterly close process to deliver accurate, timely reporting by department, service line, and geography.
- Develops and maintains rolling forecasts, variance analysis, and dynamic dashboards to provide forward-looking insights.
- Builds a KPI architecture aligned with company OKRs to monitor and influence department performance.
- Owns and manages short- and long-term cash planning to ensure liquidity, healthy working capital, and investment capacity.
- Leads financial readiness for M&A, investment, or recapitalization, including data room development, earnings normalization, and diligence preparation.
- Evaluates and selects accounting/ERP platforms that enable scalability, technical discipline-based reporting, and automation of manual workflows.
- Owns the design and implementation of SOPs for all finance-related processes, removing CEO dependency.
- Champions automation and AI-based tools to streamline reporting, AP/AR, invoicing, and reconciliation.
- Owns the annual budgeting process and leads quarterly reforecasting in collaboration with department heads.
- Ensures budget alignment with project timelines, resource constraints, and organizational priorities.
- Designs tools and templates to support decentralized, accountable budget management across teams.
- Owns and oversees all income, property, and franchise tax matters in coordination with external tax advisors.
- Proactively recommends tax optimization strategies for both the company and its partners.
- Maintains compliance with all industry-specific regulatory and reporting requirements.
- Owns and leads all banking relationships, including optimization of credit facilities and capital access.
- Monitors treasury functions and proactively manages the company’s liquidity strategy.
- Evaluates capital structure options and proposes solutions aligned with growth goals.
- Coaches department leaders on financial literacy and the key levers impacting their team’s performance.
- Cultivates a culture of fiscal discipline, transparency, and strategic accountability.
- Develops tools, training, and processes to empower cross-functional leaders to make data-informed decisions.
- 8–10+ years of progressive finance leadership, including 3+ years in a senior executive role.
- Experience in engineering, architecture, construction, or professional services industries is strongly preferred.
- Demonstrated success owning finance strategy, budgeting, and reporting in a high-growth, project-based environment.
- Deep understanding of job costing, WIP schedules, GAAP, revenue recognition, and project profitability.
- Proficiency in QuickBooks, Excel, and ERP systems (experience with system upgrades or implementations a strong plus).
- Strong command of financial modeling, business case development, and scenario planning.
- Demonstrated M&A experience strongly preferred
- Collaborative, proactive, and roll-up-your-sleeves mindset with the executive presence to lead through influence.
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