Provide monthly financial reports to senior management, including analysis of key performance indicators (KPIs) and financial trends.
Prepare monthly financial data.
Ensure compliance with tax regulations and oversee the preparation of tax returns.
Performs all general ledger activities, including journal entries, account reconciliations, and month-end closing processes.
Oversee and ensure accurate and timely processing of payroll, including managing payroll taxes and benefits.
Monitor and report on budget variances and provide recommendations for cost-saving measures or revenue enhancement.
Develop and manage annual budgets and forecasts.
Including reconciling bank accounts and managing cash balances.
Implement and maintain internal controls to safeguard company assets and ensure financial accuracy.
Maintain accurate financial records and ensure compliance with relevant accounting standards (GAAP or other applicable standards).
Oversee and performs the accounts payable and accounts receivable functions to ensure timely and accurate processing of invoices, payments, and collections.
Ensure accurate job costing and report on project profitability.
Coordinate with internal and external parties to resolve any discrepancies.
Ensure all transactions are accurately recorded in a timely manner.
Track and allocate costs to specific projects or jobs (mechanical services, contracts, etc.).
Analyze financial performance and provide insights to leadership.
Assist with financial modeling, cost analysis, and any special reports or financial analysis as required by senior management.
Requirements
sage intacct
5 years
bachelor's
tax compliance
financial analysis
leadership
Software Experience: Experience with Sage Intacct accounting software (strongly preferred).
Experience: Minimum of 5 years of experience in a senior accounting role. Experience in the mechanical, construction, or similar industry is a plus.
Leadership skills, with the ability to motivate and develop staff.
Strong knowledge of accounting principles, financial regulations, and reporting standards.
Ability to work independently and manage multiple priorities in a fast-paced environment.
Education: Bachelor's degree in Accounting, Finance, or related field (required).
Experience with tax filing and compliance.
Strong problem-solving abilities and attention to detail.
Solid understanding of budgeting, financial analysis, and forecasting.
Proficient in accounting software (preferably Sage Intacct) and Microsoft Office (Excel, Word, etc.).
Excellent communication and interpersonal skills to interact with internal teams and external partners.
Strong organizational skills and ability to meet deadlines.
Ability to handle sensitive financial information with discretion.
Established over 15 years ago, the company has built a strong reputation in the industry.
$9.5M
Annual Revenue
The company generates approximately $9.5 million in annual revenue.
From their own fabrication facility to on‑site teams, they blend hands‑on craftsmanship with engineering finesse to retrofit and maintain complex systems.
Typically engaged in commercial builds, hospitals, industrial plants and university campuses, CST tackles retrofit HVAC, plumbing and medical‑gas projects that others shy from.
Projects range from cooling‑tower overhauls to OR gas‑system installs, showcasing their ability to work in tight, active environments without downtime.
Their standout trait? A 24/7 on‑call crew embedded in facilities, offering fast-response, zero‑downtime maintenance through long‑term technician consistency.
Grounded in problem‑solving and technical depth, the company’s growth story is built on delivering high‑value, low‑disruption mechanical solutions.
Culture + Values
Dependability and creative problem solving
Going the extra mile to ensure reliability and efficiency
Fast response to unexpected events
On‑call philosophy with customer needs as number one priority
Consistency with on‑site technicians to ensure facility‑specific expertise
Emphasis on quality, durability and longevity of mechanical systems