Chief Financial Officer (CFO)

Description

• Owns and drives the monthly and quarterly close process to deliver accurate, timely reporting by department, service line, and geography.
• Designs tools and templates to support decentralized, accountable budget management across teams.
• Leads financial readiness for M&A, investment, or recapitalization, including data room development, earnings normalization, and diligence preparation.
• Evaluates capital structure options and proposes solutions aligned with growth goals.
• Proactively recommends tax optimization strategies for both the company and its partners.
• Owns the development and implementation of cost management frameworks, including benchmarking against industry norms.
• Designs and implements predictive financial models to guide decision-making, mitigate risk, and drive profitability.
• Monitors treasury functions and proactively manages the company’s liquidity strategy.
• Owns and leads all banking relationships, including optimization of credit facilities and capital access.
• Owns and drives all aspects of financial strategy, serving as the CEO’s key financial advisor.
• Develops and maintains rolling forecasts, variance analysis, and dynamic dashboards to provide forward-looking insights.
• Coaches department leaders on financial literacy and the key levers impacting their team’s performance.
• Maintains compliance with all industry-specific regulatory and reporting requirements.
• Builds a KPI architecture aligned with company OKRs to monitor and influence department performance.
• Champions automation and AI-based tools to streamline reporting, AP/AR, invoicing, and reconciliation.
• Develops tools, training, and processes to empower cross-functional leaders to make data-informed decisions.
• Ensures budget alignment with project timelines, resource constraints, and organizational priorities.
• Owns and manages short- and long-term cash planning to ensure liquidity, healthy working capital, and investment capacity.
• Partners with operations leadership to optimize project profitability and operational efficiency.
• Drives ROI analysis for new initiatives, markets, and service lines to ensure resource allocation is aligned with company objectives.
• Owns the design and implementation of SOPs for all finance-related processes, removing CEO dependency.
• Owns the annual budgeting process and leads quarterly reforecasting in collaboration with department heads.
• Leads strategic planning and capital structuring to support growth objectives, geographic expansion, and potential transactions.
• Evaluates and selects accounting/ERP platforms that enable scalability, technical discipline-based reporting, and automation of manual workflows.
• Owns and oversees all income, property, and franchise tax matters in coordination with external tax advisors.

Requirements

• Demonstrated M&A experience strongly preferred
• Experience in engineering, architecture, construction, or professional services industries is strongly preferred.
• Strong command of financial modeling, business case development, and scenario planning.
• Deep understanding of job costing, WIP schedules, GAAP, revenue recognition, and project profitability.
• Demonstrated success owning finance strategy, budgeting, and reporting in a high-growth, project-based environment.
• Proficiency in QuickBooks, Excel, and ERP systems (experience with system upgrades or implementations a strong plus).
• 8–10+ years of progressive finance leadership, including 3+ years in a senior executive role.
• Collaborative, proactive, and roll-up-your-sleeves mindset with the executive presence to lead through influence.

Benefits

• Dental insurance
• Health insurance
• Vision insurance
• Paid time off
• Competitive salary
• 401(k) matching

Training + Development

Interview process

Visa Sponsorship

Security clearance