Chief Financial Officer

Company logo
Orion Group
A commercial facility services investor‑platform partnering with local service providers to scale national operations.
Strategic leader overseeing finance, budgeting, reporting, and integration.
12 days ago ago
Expert & Leadership (13+ years)
Full Time
Oklahoma City, OK
Office Full-Time
Company Size
5,000 Employees
Service Specialisms
Facilities Maintenance
Snow & Ice Management
Roofing
Fencing
Lot Sweeping & Repair
Landscaping
External Cleaning
Window Washing
Sector Specialisms
Construction
Infrastructure
Life Science
Manufacturing
Oil & Gas
Power & Utilities
Renewables
Role
What you would be doing
financial reporting
budgeting
cash flow
risk management
performance metrics
merger integration
  • Oversee financial reporting and ensure accuracy and compliance with regulatory requirements
  • Mentor and coach team members to support their professional growth and development.
  • Prepare and manage the annual budget and financial forecasts
  • Collaborate with estimators and project managers to align financial strategies with operational goals, while serving as a cross-functional people leader who fosters accountability, communication, and team development beyond the finance department.
  • Manage cash flow and

We are seeking an experienced and strategic Chief Financial Officer to join our leadership team. The ideal candidate will be responsible for the overall financial health and strategic planning of the company. This role involves not only managing the finance department but also acting as a business partner to the President and providing key insights to Senior Leadership. This role will develop and implement mission critical programs, and help to lead the growth of the business, the development of the people, and ensure the company’s long-term success.

  • Identify areas for cost savings and efficiency improvements
  • Report to the President of the company and provide strategic financial advice and recommendations to the executive management team.
  • Design and implement a scalable finance department structure.
  • Develop and maintain financial strategies to achieve company short-term and long-term goals and objectives
  • Identify and assess financial risks, including market risk, credit risk, and operational risk.
  • Drive financial performance through performance metrics, key performance indicators (KPIs), and performance management processes.
  • Collaborate with other departments to support business initiatives and decision-making.
  • Conduct financial planning and analysis, forecasting and budgeting to provide insights into the company’s financial performance and provide recommendations to improve profitability
  • Recruit, hire, and onboard finance team members to build a high-performing team.
  • Lead the financial integration strategy and execution for the merger of two organizations, aligning accounting systems, financial reporting, budgeting, and forecasting processes, while mitigating risks, and ensuring compliance with all regulatory and contractual requirements
What you bring
mba
cpa
erp
analytical
team lead
10+ yrs
  • Bachelor’s degree in Finance, Accounting, or a related field; MBA or CPA preferred.
  • Strong analytical skills and ability to translate complex financial data into actionable insights.
  • Demonstrated ability to build and lead high-performing teams.
  • Experienced in leading and expanding finance teams of 8+ direct reports.
  • Excellent communication and presentation skills.

Proven ability to scale finance operations in high-growth environments, including ERP and financial software system implementation.

  • Proven track record of managing financial operations and driving strategic initiatives.
  • Minimum of 10 years of progressive experience in finance leadership roles, preferably in the commercial HVAC, construction or a related industry.
Benefits
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Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
4+ years of growth
Company Age
The company has experienced sustained growth since its founding in 2019.
50 partner firms
Network Scale
The company has formed partnerships with a constellation of 50 specialized service firms.
5,000 team members
Workforce Size
Currently employs around 5,000 professionals across the U.S.
100+ leaders trained
Development Impact
Over 100 leaders have completed its internal development program as of mid-2024.
  • Began operations by consolidating boutique family-owned service brands under one national umbrella.
  • Focuses on sectors including HVAC, refrigeration, plumbing, electrical, landscaping, and full facilities maintenance.
  • Backed by significant private equity investment, driving national expansion efforts.
  • Offers multi-site HVAC roll-outs, preventive maintenance, and large-scale landscape services.
  • Provides 24/7 HVAC/R services in over 30 states, with a focus on precision and emergency response.
  • Facilities maintenance network includes interior handyman, roofing, fencing, plumbing, locksmith, and exterior lot care coordinated via technology.
  • Commercial landscaping services under the SunWorks banner manage corporate campuses and distribution hubs nationwide.
  • Inspired its name from its first partner, Jackson Mechanical, and launched specialized platforms in chiller, refrigeration, controls, and heavy mechanical.
  • Expanded into electrical markets and Puerto Rico in 2023, further diversifying its reach.
Culture + Values
2019
Carbon Footprint Baseline
Baseline year for data-driven carbon footprint analysis to guide environmental strategy.
  • “Meets and exceeds applicable environmental laws, and is protective of the environment and general public health”
  • “Continuously improve the management of our environmental responsibilities”
  • “Environmental factors are part of our decision‑making process”
  • ISO 14001 independently certified Environmental Management System integration
  • Employee empowerment through environmental awareness training and internal surveys
Environment + Sustainability
2023 Carbon Neutrality
Environmental Target
The company aims to achieve carbon neutrality by 2023.
2045 Net Zero
Science-Based Goal
The company is committed to achieving science-based net zero by 2045.
2019 GHG Baseline
Carbon Management Foundation
The company's carbon management plan is based on a 2019 greenhouse gas emissions baseline.
  • Integrated Carbon Management Plan into ISO 14001-certified system, working toward PAS 2060 accreditation
  • Monitoring of energy efficiency, waste to landfill, recycling volumes, and staff travel modes
  • Voluntary carbon offsetting via renewable energy or forestry projects
  • Environmental management extends to contractors, suppliers and remote workers
Inclusion & Diversity
66% Independent
Board Composition
The company's board of directors consists of a significant majority of independent members, ensuring diverse perspectives and governance expertise.
40% Women Directors
Gender Diversity
Women make up 40% of the company's outside directors, reflecting a strong commitment to gender representation at leadership levels.
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